Subscriber Q&A: What Happens After You Close The Roofing Sale? (shout out to Cristian!)

Adam Bensman (the Roof Strategist) answers a subscriber (Christian) asking how to handle insurance claims after a roofing inspection and sale. He explains two schools of thought (file claim on-site vs. let homeowner), recommends assessing the homeowner’s confidence and either filing the claim on the spot or coaching them to do it, describes his on-site speakerphone approach when filing with the homeowner present, and emphasizes follow-up and communication to increase closes and referrals. The video also promotes his Roofing Sales Accelerator Marketing Pack and a free eBook.
Chapters
Hey guys, Adam here, the roof strategist. We got another special video. This is a special shout out to Christian who recently purchased the Roofing Sales Accelerator Marketing Pack and he responded with one question which I responded to personally and now we're doing another video to respond to Christian's question. Now if you hadn't seen the other video that we just put out from now moving forward, anyone who purchases the Roofing Sales Accelerator Marketing Pack is going to get an email from me to delivering it and then asking what their number one biggest struggle is to get more sales. Those are the ideas that are going to start inspiring these videos. So as long as I can keep up with them, I'm going to be making these videos. So two coming your way now and then look out for more. So Christian, Christian responded. Hey, I love the way you explain. I just wonder how is your process once you do the inspection? Do you file a claim with the homeowner? How do you make it happen? I guess you can tell I'm a rookie on this. Thanks for all your help. You rock brother. So Christian, no, you rock. It is awesome to be able to help someone brand new in the industry because when I fell into it, I literally was in a back office. I was handed a trifold, not even a storm swath map, and just told here's a three tab, here's a dimensional shingle, go knock doors. I went to ground zero. I got my teeth kicked in and I struggled closing sales. Now the good news is even if you're not a strong closer, by following up properly you will make more sales. And I joke about this all the time. I did 1.4 million in my first eight month season late on a storm with zero training and I sucked at closing. But it's because I followed up and I communicated clearly with my customers. So one thing that would have helped me make a lot more sales is if I knew what Christian was asking, which is how do I, you know, file a claim with the homeowner? Do I do it on the spot? Do I not? You're going to hear a couple different schools of thoughts this Some people are going to train you to never leave that home till the claim is filed. Because you know, boom, you inked the deal. They're not going to back out. You were there with the insurance company, you called, you closed it and it's locked down. Other people will say it's not a good use of your time because while you're on the on the phone with let's say American Family or State Farm or Erie Insurance, or whoever it is, you're burning precious time that could be making another sale. Now, I have developed a keen sense of observing my clients, excuse me, my customers. If I ink that deal and I'm confident that they're going to call in and they know what to do, I'm going to let them do it. If I ink a deal with someone who might be older or who I can tell is a little more confused about the process or overwhelmed, I want to make their job as easy as possible. So I'm going to file that claim while I'm there. So typically, if you reference my video, the four stages of the claims process, this is only relevant to stage one, which is no claim has been filed yet. If the claim has been filed or there's a partial payment or there's a check in hand, this is a moot point. So if there's no claim that has been filed, the minute we ink the deal on the contingency, and you can also watch my other video on how to use the contingency to close the sale. That is when you need to ask the homeowner, who's your insurance company and have you filed a claim before? Do you know where to find the claim number? Are you comfortable making the claim or would you like my help? I'd be happy to do it here. Asking is always the best way. Just be honest. I mean, if you're honest in how you deliver your pitch, if you're honest in how much you want to help, you'll get an honest response. If you're working with a busy businessman, let's say, and he knows, boom. State Farm Insurance. It's in this file. Grab it. I got it. I'll do it while I'm driving to work in my Tesla. Cool. He's got it. Or his assistant will do it. Maybe the wife will handle it, it doesn't matter. But if you gauge the level of confidence, trust that they're going to do it. But follow up, say, great, when do you want to get it done? Oh, I'll have it done today. Awesome. Tell you what, I'm going to give you a friendly follow up call two days from now on Wednesday. How's 3pm sound? Good. Cool. I'll call you at 3. I just want to make sure the claim has been filed and see if you or the insurance company needs anything from me. Now you've got a great follow up set. He can expect to hear from you, you've offered your support and then once that claim has been filed, you have a Reason to call and say, hey, did you hear if the adjuster set an appointment time yet? And boom, you're moving the process along. And it's another touch point to then ask for more referrals. Now if you ask them, have you filed the claim yet or would you like help? And they say, yes, just help. What I do is when I call up, I, I say hi, I dial the phone number, I actually put it on speakerphone sitting at the table in the kitchen, and I tell the insurance company, hi, my name is Adam. I'm the roof strategist and I'm sitting here with Peggy. Peggy appears to have storm damage and we'd like to file a claim. Peggy is here, who is the insured, and she's more than happy to ask questions and assist in the process. I'm just here to make it easier for Peggy. Then the insurance adjuster on the other end will usually ask questions to Peggy and you're there to help. Now the other reason, when you say, hey, do you file the claim? I have seen on odd occasion, certain insurance companies say, well, you filed a claim for hail, but this is wind damage. So now they want to apply a separate deductible for the shingles that are lifted from wind versus the shingles that are damaged by hail. This is corruption in its BS and you know it and I know it, but it happens. That's why it can be helpful to advise the homeowner when you are filing the claim. To say, I am filing a claim for storm damage, you give the date of the storm. That's an overarching claim filing. So it would cover hail, wind, debris falling on the roof, anything like that. But homeowners can accidentally pigeon themselves into a hole and say, hey, it's wind damage. Now they open up a wind claim because it's whatever buttons the dumb adjuster plugs into her little software and they might be taxed with two deductibles. So anyway, Christian, I hope this helps. Good luck out there. For anyone else, please drop your comments in the comment section below. Click like, click subscribe. If you're ready to buy and take action and take your sales to the next level, I invite you to click on the link and take a look at the roofing sales accelerator marketing pack. No pressure. It will get delivered instantly to your inbox. You can click a little button. It's going to download instantly. You open them up and you plug in your name, your phone number, your company name. You click print, you'll be off to the races. And remember, you will get an email from me afterwards asking you what your number one obstacle is for closing more sales. And you can look for a video from me. I'm pumping them out as quick as I can. And for everyone else who's not ready yet, you can click below and you can download my three Tricks to Get to the Kitchen Table. It's a free ebook I put together with three really powerful tricks. Excuse me? To help you get inside the home where it's much easier to make sales. So that's all for this one. We'll see you guys in the next one.










