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How To Onboard Your Homeowner

  • Alena Wilson
  • March 24, 2025

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It seems like it’s harder than ever to get paid by the adjuster on insurance related jobs. Either they flat out deny your estimates or delay and defend for months so that you get frustrated and want to give up trying to get paid. In this week’s Live, Alena Wilson will be covering how to properly onboard your homeowner so that you can act as their advocate and legitimately maximize what’s being paid by the adjuster.

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Why Get Certified In Xactimate

Join Alena Wilson from Estimate Mastery LIVE Tuesday June 3rd at 4:30 CST/ 5:30 EST as she will be talking all about why you should get Certified in Xactimate. One of our FAQ’s here at Estimate Mastery is…do I need to be Certified to use Xactimate?
The answer is NO, for day to day estimating and getting around in the software, you don’t need any sort of certification to be able to write estimates in the software.
BUT, getting Certified is useful as leverage to getting line items paid.
We’ve had many, many contractors report back that when they added their Certification credentials to their email signature and few other key places like their company header, they were able to use the fact that they had been Certified to move their estimate “up the food chain” inside the insurance company and talk with someone who holds the same level of Cert. This is a Live you don’t want to miss!

🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/5740519542489088

Alena Wilson May 28, 2025
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Review An Adjuster’s Estimate With Alena Wilson

Join Alena Wilson from Estimate Mastery as she takes a deep dive into an adjuster’s estimate and how to write the supplement. Don’t miss this rare opportunity to see Alena write a supplement on the fly!

If you’d like more information about how we help Roofing Contractors build a sustainable business with insurance related jobs, go to www.estimatemastery.com.

Alena Wilson May 28, 2025

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