Help

Roofer help, step by step

From your first score to a closed claim. Steps 1 to 12 are the same on every plan.

Updated October 4, 2026. The same for every plan.

1. Run your free score

1. Go to claimclosed.com.
2. Answer ten quick questions about the claim.
3. Type your email to see the score.
4. 70 or higher means the file is ready.
5. Under 70, you get the list of fixes that take it to 70. You can also ask for a free review. No charge.

2. Join free

1. Go to claimclosed.com/join.
2. Type your email. We email you a 6 digit code. Type it in. No password. No card.
3. You are in. Your portal is open and you have 97 free scores a month.
4. Join our group on Skool. The training and the other roofers are there. The link is in your welcome email and in your portal, under Community.

Want Premium or VIP? You switch plans inside the group. Premium is $97 a month. VIP is $997 a month.

A plan you pay for in the group is switched on in your portal within one business day.

3. Log in to your portal

1. Go to claimclosed.com/portal.
2. Type the email you joined with.
3. We email you a 6 digit code. Type it in. There is no password.
4. First time only: type your company name, your name and your cell.

4. Set up your company

Our estimator works your files as part of your company. He needs to know enough to speak for it. Click My company. It takes about 10 minutes. You can stop and come back. What you saved stays.

1. Your company. The legal name, the mailing address and the office phone.
2. Who we work with. The owner, who signs, and who we call day to day.
3. License and states. Where you work and what you hold there.
4. How you estimate. Your software, overhead and profit, and the line items you always include.
5. Your paperwork. What your homeowner signs and your payment terms.
6. How we speak for you. How we sign, the call back number, and what we should never say or agree to without you.
7. Documents. Your logo, license, insurance certificate, blank contract and a sample estimate.
8. Authorization. Type your name and check the box. That is your yes, in writing.

We never ask for a password, a tax number or a bank account. You can change any answer later. You can take the authorization back any time.

5. Hand us a claim

Click Submit a claim. It is one question per screen. It takes about 3 minutes.

1. The property address.
2. The homeowner name. The name on the policy.
3. The insurance carrier.
4. Where the claim stands today.
5. The claim number, if it is filed.
6. The day the storm hit.
7. What hit the roof.
8. The adjuster meeting date, if one is set.
9. The adjuster phone number, if you have it.
10. Your Closability Score and your Supplement Score on this one, if you ran them.
11. What you expect the claim to be worth, and any notes for us.
12. Your photos and documents.
13. Look it over. Check the box that says the homeowner said yes to sharing the claim. Send it.

6. Photos and documents

Photos and PDFs, up to 4 MB each. You can add more after you send the claim.

7. What happens after you send it

1. You get an email: We got your claim.
2. We review every claim before we take it. That takes one business day.
3. You get an email every time the claim moves to a new step.
4. If we need something from you, you get an email. It also shows at the top of the claim.
5. Every Monday you get one recap email: where each of your claims stands, the last thing we did and the next step.

8. Follow your claim

Open My claims and click the claim. You see four things.

• Where it stands.
• The last thing we did, and the day.
• The next step, and the day it is due.
• What we need from you.

You can add photos and documents there any time. You can send us a note there too.

9. The steps a claim can go through

1. Received
2. Initial Review
3. Missing Information
4. Claim Filed
5. Adjuster Scheduled
6. Adjuster Meeting Complete
7. Carrier Review
8. Supplement / Documentation
9. Reinspection / Escalation
10. Approved
11. Denied / Reviewing Options
12. Production / Settlement
13. Closed

Not every claim hits every step.

10. What it costs

• 7% on Premium and VIP. 10% on the free plan.
• Only on files we work.
• If the claim is not approved, there is no fee.
• You sign a short agreement with us before we start work on a claim.

11. Who works your file

A claim coordinator works your file as part of your company. He is your contracted estimator and claim admin. He writes the estimate, explains the scope and the price to the carrier, and chases the paperwork from open to close.

Every claim coordinator works under our Chief Claims Coordinator, a licensed adjuster with 15 years of experience. He reviews and certifies every file we work. He has the final say on everything that happens from open to close.

You are our client. The homeowner is not.

• We do not negotiate the claim.
• We do not speak for the homeowner.
• We do not read or explain the policy.
• We never promise an approval. The carrier decides the claim.

12. Give your team their own login

You are the owner of your company in the portal. You can add a manager and team members. Each one logs in with his own email. No shared login.

1. Log in and click My team.
2. Type the name and the email. Pick the level. Click Send the invite.
3. He gets one email. He logs in with his own email and a 6 digit code. No password.
4. He sees your company and your name and clicks Join this team. He is on your team from that moment.

• Owner: that is you. Everything. Company setup, billing, the team.
• Manager: sees every claim of the company. Hands in claims. Adds and removes team members.
• Team member: hands in claims. Sees only the claims he handed in.

Nobody on your team sees your billing or changes your company setup. Each claim shows who handed it in. Remove someone and he is logged out at once. His claims stay with your company.

13. Hail Trail and DoorZ

Premium and VIP members can ask for a Hail Trail. It is a list of DoorZ from the storm nearest you. Ask for yours here.

Stuck?

Reply to any email we sent you. Or send us a note on the contact page. Partners: your steps are here.

General information for contractors. Not legal or insurance advice. Rules differ by state and by policy. A Closability Score is not a guarantee of approval. The carrier decides the claim.