Every insurance claim, organised on the job.
Adjuster meetings, photos, scope, supplements and depreciation, all on the roofing job, so nothing gets lost between the inspection and the final cheque.
Mark it as a claim
One tap turns a job into an insurance claim. It gets a claim badge on the pipeline and the claim tools below.
The adjuster, on file
The adjuster’s name, phone and email, and the date of the adjuster visit, on the job for everyone who needs them.
Your scope in Xactimate
Save the Xactimate claim number and link on the job, and open the scope in one tap.
Supplements, tracked
The Supplement tab lists what the adjuster missed (drip edge, starter, ice and water…), the amount requested, when it was sent, and what the insurer approved.
Depreciation, not forgotten
Depreciation recovery is one of the claim steps, so the holdback gets chased when the roof is done, with notes on what was sent.
Photos on the job
Inspection and completion photos live on the job (and from CompanyCam, if you use it), ready for the adjuster or the insurer.
Six claim steps on every insurance job
Tick each one off as you go, with notes for the next person.
On every claim
- Claim number
- Insurer (Intact, Aviva, Wawanesa, TD Insurance, Co-operators and more)
- Deductible
- Adjuster visit date
Stages that follow the claim
- Inspection
- Adjuster Meeting
- Scope Approved
- Waiting on Insurer
- Booked
- Complete
Hail claim · Airdrie, AB
Insurance claim- Insurer
- Wawanesa
- Adjuster
- Tue 10:00 AM
- Pre-claim roof inspection
- Adjuster meeting on site
- Supplemental claim
- Code upgrade reimbursement
- Depreciation recovery
- Denied claim re-inspection
Supplement
Drip edge, starter, ice and water · requested $3,400 · sent Jul 22
Insurance claim questions
Which insurers are listed?
Canadian home insurers by default: Intact, Aviva, Wawanesa, TD Insurance, Co-operators, Desjardins and more, plus “Other”. You can change the list.
Do you file claims for us?
No. SMPL keeps every claim organised on the job; your team still talks to the homeowner, the adjuster and the insurer.
Does it connect to Xactimate?
You save the Xactimate claim number and the link to the scope on the job, so it opens in one tap. There’s no automatic sync.
Can we use it for retail jobs too?
Yes. Only jobs you mark as insurance claims get the claim tools. Every other roof runs as a normal retail job.
See your claims set up live.
45 minutes with Josh. We set up the storm and restoration template with your stages, claim steps and logo.