How Balance works for you
WE DO THE PAPERWORK SO YOU CAN SELL MORE JOBS

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.

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.

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.

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.

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.

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.
ESTIMATES
SUPPLEMENTS
SATISFIED CLIENTS