Keep Restoration Jobs Moving While Insurance Figures It Out
Your AI agent follows up on open insurance claims so your project managers spend their time on the job site — not on hold with adjusters.
The Problem
Restoration jobs stall when claims aren't moving. Project managers spend hours chasing adjuster approvals, explaining scope to homeowners, and following up on outstanding supplements. This is administrative work that shouldn't require your best people.
How Your AI Agent Handles It
- 1
Monitors your CRM for jobs with pending adjuster approvals or outstanding supplements
- 2
Sends homeowners regular claim status updates and explains next steps clearly
- 3
Follows up with homeowners when adjuster contact is needed from their end
- 4
Documents all claim-related communications in the job record
- 5
Flags stalled claims to your project manager for escalation
See It in Action
Example message from your AI agent
"Hi Patricia, update on your claim: we've submitted the supplement for the additional drywall scope and are waiting on adjuster review — typically 5–7 business days. We'll keep you posted. Questions?" — sent automatically.
Messages are personalized, reference real job data, and are sent at exactly the right moment — automatically.
What You Can Expect
Project managers freed from routine claim status follow-up
Homeowners stay informed without calling your office
Stalled jobs identified and escalated faster
Better documentation trail for disputed claims
See How It Works for Your Trade
Each trade gets a customized version with industry-specific workflows and language.
Ready to Automate Insurance Claim Follow-Up?
Set up your AI agent in under 30 minutes. No technical skills required.