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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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Xactimate’s AI Assistant

Xactimate now has a tool inside the estimating screen that acts like an assistant to find what you need.

Go to this URL to subscribe and give it a try: https://verisk.subscription-suite.io/shop/XactAI

If you’d like more info on what we do here at Estimate Mastery, go to estimatemastery.com

Alena Wilson June 12, 2026
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When You Should Be Paid O&P?

If you’d like a copy of the O&P Whitepaper for yourself, please email info@estimatmastery.com

For more information on how we help contractors get paid what they should on their insurance related jobs, go to estimatemastery.com

Alena Wilson May 29, 2026

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