Streamline Your Insurance Restoration Business with Professional Office Support

Modern-Day Solutions for Modern-Day Problems

Insurance Restoration Contractors, Public Adjusters, Roofers and Business Owners

Have a Look at Our Solutions or Schedule a Time to Meet the Team for Yourself!

Administration

Department

Estimation

Department

Claims

Department

Collections

Department

Marketing

Department

Development

Department

Admin Departement

Estimation Department

Claims Department

Collections Department

Marketing Department

Development Department

Feeling Alone, Like No One Gots Your Back?

If you're feeling overwhelmed and unsure of where to start, you're not alone. It's common to feel like there's not enough time or energy to accomplish everything that needs to be done, and this can lead to a sense of frustration and unaccomplishment.

Finding, training, and retaining staff can be a challenge, and it's not always easy to know what software and technology to use. With so many gurus offering conflicting advice, it can be difficult to know which path to follow. On top of all of this, mundane tasks and unexpected fires can take up valuable time and distract you from your goals.

It's important to take a step back, assess the situation, and find ways to streamline your processes and prioritize your tasks in order to achieve your goals more efficiently.

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Your Team is Waiting to Help You Reach Your Dream!

As a team, we have had the opportunity to work with other insurance restoration contractors like you and in doing so, we have gained a deep understanding of the details and struggles that are unique to this industry. We have learned from others like you about the best practices and procedures for completing restoration work efficiently and effectively. Through these experiences, we have gained valuable insights and knowledge that we are now able to share with you.

boss up solutions team

Understanding Your Needs Through Experience

We are not claiming to be experts, but rather, we have been fortunate enough to learn from those who have been in the business for years and have a wealth of experience to draw upon. We believe that by sharing what we have learned, we can help you navigate the challenges of the insurance restoration industry and succeed in your business.

Smart Businesses Pays by the Tasks Hours RESULTS!

Paying by the task can help business owners more accurately calculate costs and expenses by setting fixed amounts for various tasks. This allows for better budgeting and cost control compared to the traditional hourly business model, which can have variable expenses. Paying by the task also incentivizes staff to work harder and be more efficient, as they are being paid a fixed amount for their work. As a result, businesses can benefit from increased productivity and reduced mistakes. Overall, paying by the task gives businesses greater control over their budgets and the ability to scale.

Meet the Estimate Team

Meet the Claims Team

Meet the Collections Team

How à la carte Services WORK

SUBMIT

step 1 submit

SUBMIT YOUR TASK FOR OUR TEAM TO REVIEW, PLEASE SHARE ANY DETAILS, MEASUREMENTS, DOCUMENTS, ETC TO ENSURE PROMPT SERVICE.

TRACK

step 2 track

YOU WILL RECEIVE A CONFIRMATION EMAIL WITH A LINK TO LIVE VIEW TASK UPDATES AND ALSO SHARE UPDATES BY REPLYING TO THAT EMAIL.

APPROVE

step 3 approve

UPON DELIVERY PLEASE REVIEW THE DELIVERABLE, SHOULD YOU NEED REVISION PLEASE REQUEST PROMPTLY. YOU WILL BE BILLED 48 HOURS AFTER.

Complexity Is Simple, Simplicity Is Complex, but It Doesn’t Have to Be

Live 24/7/365

Access to Tasks

A task portal is important because it allows team members to view their tasks and their status in real-time. This means that they can stay up-to-date on the progress of their work and any changes or updates that have been made.

Additionally, the task portal allows team members to view comments, notes, and other relevant information related to their tasks. This can help them understand the context and purpose of their work, as well as any specific instructions or requirements that need to be followed. By providing this information in a central location, the task portal helps team members stay organized and on track, which can improve efficiency and productivity.

Overall, the task portal is an important tool for keeping team members informed and engaged, and for helping a business run smoothly and effectively.

SOP Process

Documentation

Boss Up Solutions can help a business create optimized processes and utilize automation through the use of tools like Scribe, Loom, and LucidChart. By using these tools, Boss Up Solutions can assist a business in creating clear and detailed SOPs that outline the steps needed to complete a process in an efficient and effective manner.

With Scribe, a business can easily create and maintain SOPs that are easy to understand and follow. Loom is a great tool for creating video explanations of processes, which can be helpful for training and onboarding new team members. LucidChart is a visual diagramming tool that can be used to create flowcharts and process maps, making it easier to understand and follow complex processes.

By using these tools and following best practices for creating and managing SOPs, a business can improve their efficiency and productivity while also being able to delegate tasks and responsibilities to team members with confidence.

SOP Process Documentation

Boss Up Solutions can help a business create optimized processes and utilize automation through the use of tools like Scribe, Loom, and LucidChart. By using these tools, Boss Up Solutions can assist a business in creating clear and detailed SOPs that outline the steps needed to complete a process in an efficient and effective manner.

With Scribe, a business can easily create and maintain SOPs that are easy to understand and follow. Loom is a great tool for creating video explanations of processes, which can be helpful for training and onboarding new team members. LucidChart is a visual diagramming tool that can be used to create flowcharts and process maps, making it easier to understand and follow complex processes.

By using these tools and following best practices for creating and managing SOPs, a business can improve their efficiency and productivity while also being able to delegate tasks and responsibilities to team members with confidence.

Get Set, Go:

Our Guide to Launching You into Action

24/7/365 Multi Channel Live and AI Answering

24/7/365 Multi Channel Live and AI Answering

  • Bilingual Live Operators

  • Qualifying and Scheduling

  • Recorded Lines

  • SMS Capability

  • Facebook/Google Business/Instagram/Webchat AI Answering

  • AI Appointment Scheduler and Reminders

  • CRM Integration*

  • BUMS Portal $349/mo. and $1.90/min (includes 50 minutes)

Xactimate and Architectural Services

Xactimate and Architectural Services

  • Standard Residential Roofing $75/Estimate Complex Add $25-50 3 Days

  • Standard Residential Siding $100/Estimate Complex Add $50-100 3 Days

  • Residential Exterior/Interior - 0.5% of Total Written Value with $125 minimum - 5 Days

  • Commercial Exterior/Interior 1% of Total Written Value with $175 minimum - 5 Days

  • Sketch Work $0.10/sqft with $50 minimum - 5 day turnaround

  • Copy Over 1-100 line items $55 (Additional line items $0.75 each)

  • 2D Render in CAD - $0.50/sqft with $250 minimum - 10 day turnaround

  • 3D Exterior/Interior Rendering - Bid Item - $250 minimum - 14 day turnaround

  • 3D Architectural Animation - $25/second $500 minimum - 21 day turnaround

Claims Management Services

Claims Management Services

  • Document, Submit, Track, Settle, Certificate of Completion, Invoice, Schedule Check Pick Up

  • Post Build Supplement Follow-Up

  • Claims Management Services

  • Wind and Hail Residential Claims $200/file

  • All Other Claims $1/line item written - $200 minimum

  • Denied Claim Attempt $100 (win fee of $500 if scope is increased)

    * We only manage files written by our Xactimate Team unless otherwise approved by management

Collections and Admin Services

Collections and Admin Services

  • Insurance Claims Collection $15/1000 with $100 minimum

  • Tarp and Emergency Repair Collections $50/$1000

  • Schedule Check Pick-up $10

  • Pull Permits $50/permit

  • Digitize Documents $25/document

  • Basic Admin Work $10/hour (repetitive task fix pricing available)

  • Advanced Admin Work $25/hour (repetitive task fix pricing available)

Marketing and Web Services

Marketing and Web Services

  • Social Media Monthly Management $349

  • Digital Design Work $50/hour (bid price available)

  • Video Editing $1/second

  • Funnel Build $250/page

  • Website Build $1500+ (bid price available)

  • Website Updates $50/hr

  • BUMS Portal Design Work $25/hr

  • Brading Package $500

  • Social Media & Google ADS (contact us for more info)

Reviews, Rehash, Referral Services

Reviews, Rehash, Referral Services

  • Get unlimited reach to your existing database and increase your sales, customer experience and profits.

  • BUMS Portal $197/mo (included in 24/7/365 Multi Channel Live and AI Answering)

  • Video Testimonial Sequence Automation (included)

  • Review Sequence Automation (included)

  • Referral Sequence Automation (included)

  • Rehash Sequence Automation (included)

CRM and Consulting Services

CRM and Consulting Services

  • CRM Automation Setup and Documentation $75/hr

  • CRM Workflow Setup and Documentation $100/hr

  • Complex Integration and Automation $150/hr

  • CRM Entry and Management $500/mo each representative

  • Single Process OAD Consultation - Starts at $300 (includes 2 hours of setup)

  • Business Process OAD Consultation - Starts at $3500 (includes 10 hours of admin and setup)

Get Set, Go:

Our Guide to Launching You into Action

24/7/365 Multi Channel Live and AI Answering

  • Bilingual Live Operators

  • Qualifying and Scheduling

  • Recorded Lines

  • SMS Capability

  • Facebook/Google Business/Instagram/Webchat AI Answering

  • AI Appointment Scheduler and Reminders

  • CRM Integration*

  • BUMS Portal $349/mo. and $1.90/min (includes 50 minutes)

Xactimate and Architectural Services

  • Standard Residential Roofing $75/Estimate Complex Add $25-50 3 Days

  • Standard Residential Siding $100/Estimate Complex Add $50-100 3 Days

  • Residential Exterior/Interior - 0.5% of Total Written Value with $125 minimum - 5 Days

  • Commercial Exterior/Interior 1% of Total Written Value with $175 minimum - 5 Days

  • Sketch Work $0.10/sqft with $50 minimum - 5 day turnaround

  • Copy Over 1-100 line items $55 (Additional line items $0.75 each)

  • 2D Render in CAD - $0.50/sqft with $250 minimum - 10 day turnaround

  • 3D Exterior/Interior Rendering - Bid Item - $250 minimum - 14 day turnaround

  • 3D Architectural Animation - $25/second $500 minimum - 21 day turnaround

Claims Management Services

  • Document, Submit, Track, Settle, Certificate of Completion, Invoice, Schedule Check Pick Up

  • Post Build Supplement Follow-Up

  • Claims Management Services

  • Wind and Hail Residential Claims $200/file

  • All Other Claims $1/line item written - $200 minimum

  • Denied Claim Attempt $100 (win fee of $500 if scope is increased)

    * We only manage files written by our Xactimate Team unless otherwise approved by management

Collections and Admin Services

  • Insurance Claims Collection $15/1000 with $100 minimum

  • Tarp and Emergency Repair Collections $50/$1000

  • Schedule Check Pick-up $10

  • Pull Permits $50/permit

  • Digitize Documents $25/document

  • Basic Admin Work $10/hour (repetitive task fix pricing available)

  • Advanced Admin Work $25/hour (repetitive task fix pricing available)

Marketing and Web Services

  • Social Media Monthly Management $349

  • Digital Design Work $50/hour (bid price available)

  • Video Editing $1/second

  • Funnel Build $250/page

  • Website Build $1500+ (bid price available)

  • Website Updates $50/hr

  • BUMS Portal Design Work $25/hr

  • Brading Package $500

  • Social Media & Google ADS (contact us for more info)

Reviews, Rehash, Referral Services

  • Get unlimited reach to your existing database and increase your sales,

  • customer experience and profits.

  • BUMS Portal $197/mo (included in 24/7/365 Multi Channel Live and AI Answering)

CRM and Consulting Services

  • CRM Automation Setup and Documentation $75/hr

  • CRM Workflow Setup and Documentation $100/hr

  • Complex Integration and Automation $150/hr

  • CRM Entry and Management $500/mo each representative

  • Single Process OAD Consultation - Starts at $300 (includes 2 hours of setup)

  • Business Process OAD Consultation - Starts at $3500 (includes 10 hours of admin and setup)

"In business, no one can succeed alone. It takes a team of dedicated, hardworking individuals to bring a vision to life and make it a reality. "

Revolutionizing the Insurance Restoration Industry:

Introducing our OAD Process to Scale Your Business

Step 1

optimize

If you are like most business owners you likely have what we like to refer to as "laundry" or things just need a clean-up to get to 0. We found that by plugging in our Veteran team to help you clean up the mess you can organize and avoid ongoing monthly costs.

$3000 and Up

Step 2

automate

Once we are all cleaned up and have a good handle on your needs our team will work to help you choose a solutions package that best solves your needs, from answering to referrals and everything in between our BUMS Portal can help reduce ongoing expenses with automation.

$197 - $497/mo.

Step 3

delegate

Once we have optimized and automated your business processes it's time to delegate. Here you can select from our ala carte pricing for common services or we can work with you to customize a solution to fit your exact needs along with a custom pricing model that makes sense.

Results Based

Roofing Claim Journey Poster

Download the FREE Poster to a Proper Roofing Claim Journey, for Your Business

*Avoid another year with jobs lost

*Avoid headaches and problems from lack of process

*Don't miss any more job opportunities

As an insurance restoration contractor, there are several things that you might expect from your office staff:

boss up solutions team
  • Professionalism: It is important that your office staff members are professional in their appearance and demeanor. They should be able to handle customer inquiries and complaints in a calm and respectful manner.

  • Organization: Insurance restoration projects can involve a lot of paperwork and documentation. Your office staff should be able to keep track of all the necessary documents and information in an organized fashion.

  • Attention to detail: Insurance restoration work often involves following specific guidelines and procedures. Your office staff should be detail-oriented and able to pay attention to the specifics of each project.

  • Adaptability: Insurance restoration projects can be unpredictable and require quick thinking and problem-solving. Your office staff should be able to adapt to changing circumstances and handle unexpected challenges as they arise.

  • Communication skills: Good communication is key in any business, and insurance restoration is no exception. Your office staff should be able to effectively communicate with customers, insurance adjusters, and other stakeholders involved in the restoration process.

  • Time management skills: Insurance restoration projects often have tight deadlines and a lot of moving parts. Your office staff should be able to manage their time effectively and prioritize tasks to ensure that projects are completed on time.

That Is Just What Boss up Solutions Does for Your Business

go ahead and try, registration is free →

go ahead and try, registration is free ↓

At Boss Up Solutions, we understand that insurance restoration contractors often face the challenge of repetitive tasks that can be time-consuming and tedious. That's why we offer custom solutions to help eliminate these tasks and streamline your workflow. Our team starts by properly defining the task and setting clear expectations. We then work with you to build a custom solution that addresses your specific needs and fits within your budget. Our goal is to help you save time and resources by automating processes and improving efficiency. Whether you need help with project management, scheduling, or something else, we have the expertise and experience to deliver the right solution for your business.

Using software solutions specifically designed and built for insurance restoration contractors can greatly benefit and scale their business. These solutions are often created by experienced office staff who understand the unique needs and challenges faced by restoration contractors. By leveraging these specialized tools, contractors can streamline their processes, improve efficiency, and increase productivity. This can lead to increased profits and the ability to take on more projects, ultimately helping to grow and scale the business. The use of these software solutions can also help contractors better organize and manage their jobs, track expenses, and communicate with clients and team members, further enhancing their overall operations. Overall, incorporating software solutions specifically designed for insurance restoration contractors can be a valuable asset for scaling and growing a successful business.

Outsourcing the process of estimate writing and claims management can help insurance restoration contractors scale their business in a number of ways. First, it allows them to focus on the core aspects of their business, such as project management and client relations, rather than getting bogged down in administrative tasks. This can help them take on more projects and grow their business more quickly. Second, outsourcing can bring a level of expertise and efficiency to the estimate writing and claims management process that may be difficult to achieve in-house, especially for smaller contractors who may not have the resources to invest in specialized software or staff training. Finally, outsourcing can help contractors access a wider pool of talent and resources, allowing them to handle more complex or specialized projects that they may not have been able to tackle on their own. Overall, outsourcing estimate writing and claims management can be a powerful tool for insurance restoration contractors looking to scale their business and take on more projects.

Helping Contractors Scale Their Business

client review
claim spotlight amount settled
client review
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Frequently Asked Questions

Where are you located?

Our US offices is located in Dallas, TX, however our specialty team operates out of Guadalajara MX, just 3 hours inland from Puerto Vallarta MX. Our answering services office is located in Costa Rica.

How is the staff's English level?

Most of our staff at one time lived in US or studied in English focused schools. The level of English will not be identifiable as any different from what you would encounter day to day throughout the states.

Can you help Spanish speaking contractors?

Yes, as all agents are bilingual, our team can help you operate your business in both English. for customer/carrier/vendor facing and Spanish to communicate better with you if that is your preference.

Do I get a dedicated point of contact?

Yes, you will have a dedicated point of contact, however note that the advantage of our services is the access to our pool of talent. Your point of contact will only serve as a liason but the team will handle your work collectively.

Can we visit your offices?

Absolutely, we welcome anyone interested to visit to come by. We only ask that if you come you agree to offer our team a small training for 90 minutes to share from your experience and knowledge.

How experienced is your team?

Our average team member has worked with us for 3 years, all undergo extensive training during onboarding and ongoing training weekly. We provide our team with access to various industry training courses along with some internal courses.

Does your team hold any certificates?

Amongst others, we have 6 Level 3 Xactimate writers, 2 people graduates of the Insurance Busters Boot Camp, 1 member has Haag Residential Certificate but our emphasis is in application not just to flaunt certificates without experiences.

What are your hours of service?

Standard we work weekdays 730a-630p CST however hours vary by season and workload. You can reach us 24/7/365 via text or leave a message with our team and we will contact you back within the hour typically.

What is the best way to contact you?

Text 623-323-7787 for quickest service, as our team spends a lot of time working on projects and calls, we may be busy however if you text us we will respond quickly most anytime of day. Include details of the project, task, etc for. best results.

What information is shared with others?

Only best practices and procedures, for example our script for "on the way" is shared with all contractors, however a customer data, documents, processes otherwise not known or available are ever shared.

Do you argue or negotiate with Carriers?

Absolutely not, our policy is that we do not negotiate policy as a matter a fact we like to say we are ignorant to policy. We do however support and argue construction and what is required for proper replacement.

Can I have custom tasks done by staff?

Only when we undergo a OAD Process Consult and map out your task, we establish a clear task intake and deliverable requirement along with needed resources as well as costs.

Are your services plug and play?

Though we like to think so, we have through experience learned that it is better to view this as a layered approach. As we offer many solutions, getting our team and yours on the same page takes time so we like to layer continuously as we grow.

Do I need BUMS Portal to utilize your services?

For many tasks such as Estimates, Claims and Collections you do not, however it is suggested if you wish to get the most from our services. There is a premium on ala carte tasks if you do not hold a membership.

Find the Right Solution for You

Schedule a Zoom Meeting with our success team to help you review your current processes and understand areas for improvement. Then a trained member of our team can help you choose the right Managed Solution for you from our services. Or together, you can build a custom solution perfect for your restoration business.

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