How Balance works for you

WE DO THE PAPERWORK SO YOU CAN SELL MORE JOBS

 

 

Balance How It Works

SIMPLE PROCESS TO MAXIMIZE PROFITS

Balance understands the challenges that are inherent with managing construction projects involving an insurance claim, especially when it comes to damage incurred to roofs and properties. 

At Balance, we have been at the forefront of providing specialized supplemental services, and since 2015 have assisted numerous clients in navigating the complexities of the insurance supplements. 

Our dedicated team of experienced professionals is committed to conducting meticulous assessments ensuring that every estimate and supplemental claim is not only fair but also justifiable.  We take pride in our ability to support your process by delivering accurate and comprehensive information empowering you to achieve the best possible outcomes for you and your clients.

Good photo documentation makes a huge difference

STEP #1

Upload your documentation into your CRM:

Balance makes it easy by working within your existing systems. Once all documentation has been uploaded into your CRM simply tag Balance in a message within that project letting us know that the project is ready to be worked. We will notify you within your system that the file was received and get straight to work.

Estimate Report

Comprehensive Supplemental Estimates

Our experts meticulously analyze your documentation and create a supplemental estimate that includes any missed items. We ensure that no detail goes unnoticed, maximizing your claim potential.

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Smooth Carrier Communication

After crafting the supplemental estimate, we take the lead in submitting it to the insurance carrier on your behalf. You can trust us to handle the communication and follow-up, saving you valuable time and effort. 

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Transparent Invoicing

We believe in fair and transparent pricing. For our services, you will be invoiced a small percentage of the overage on the supplemental estimate amount once it is approved. We strive to keep our fees reasonable while delivering exceptional value. 

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Championing Your Claim

Our dedicated team persists in advocating for your estimate until it receives a verdict from the insurance carrier. We diligently pursue approval, ensuring your interests are protected throughout the process.

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Profits Unleashed

Once your estimate is approved, the carrier issues payment directly to you. We are there to celebrate your success! Our invoicing model is straightforward, with only 11% of the overage amount being charged. This way, you keep the lion's share of the additional funds.

Lindsay at Balance

STEP #2

Accurate Estimates:

Our experts meticulously analyze your documentation and create an estimate that accounts for all actions and materials required to complete your project. Once completed the estimate will be sent to you for final approval.

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STEP #3

EXPERT SUPPLEMENTING:

Our dedicated team persists in advocating for your estimate until it receives a verdict from the insurance carrier. We will submit your estimate to the carrier along with all supporting documentation and diligently pursue approval. Ensuring your interests are protected throughout the process.

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STEP #4

STAY INFORMED:

We will update you on progress and communicate with you through your CRM so that you can keep track of what is going on with your projects.

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STEP #5

BUILD, COLLECT AND GROW:

With Balance taking care of all your estimating and claims administration needs, you can finally reclaim valuable time and redirect your focus towards growing other crucial aspects of your business. . Experience the freedom to thrive and watch your business flourish as Balance streamlines your processes and empowers you to achieve your goals.

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60000

ESTIMATES

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45000

SUPPLEMENTS

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3500

SATISFIED CLIENTS