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Steps to writing an estimate

  • Alena Wilson
  • October 12, 2023

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Step one: Claim Info 📝 Start your insurance claim journey by gathering all the necessary information. Make sure you have every detail covered to ensure a smooth process.
Step two: Sketch it Out 📐 Take your time to sketch out all the estimate items and line items. Precision is key when it comes to getting the compensation you deserve.
Step three: Photos, Photos, Photos! 📷 Remember, documentation is your best friend! Even if you never touch Xactimate again, always take photos and submit them to the insurance company. If it’s not documented, it didn’t happen. Don’t risk losing out on 50-75% of your claim just because you didn’t capture it on camera.

Click this link on Tuesday Oct 17th: https://www.facebook.com/events/1377761529785714

#RoofingContractors #InsuranceWork #Xactimate #OverheadAndProfit #ContractorTips #InsuranceWork #EstimateMastery

Want to be on our waiting list for our next webinar? Go here: Free Xactimate Training (estimatemastery.com) to join our waitlist!

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On this week’s live, I’ll be showing the biggest changes you can make before storm season hits so you can hit the ground running this year and be as profitable on your insurance work as possible.

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

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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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