Insurance Claim Tracking

Every claim tracked stage by stage — inspection, adjuster, supplement, deposit — with reminders at each step, so nothing stalls in an inbox and nothing quietly closes short.

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The problem

Claims don't fail loudly — they go quiet and close short

An insurance job has more moving parts than anything else a roofing company handles, and most of them happen out of your control and out of your sight. An adjuster meeting gets scheduled and nobody confirms it. A supplement is drafted and never submitted. A carrier goes silent for two weeks and everyone assumes someone else is chasing. None of these produce an alert. They produce a job that settles for less than it should have, and a margin nobody can explain at the end of the quarter.

Orbit tracks and organises claims. It does not file or negotiate them, and it never promises an outcome — that stays between the homeowner and their carrier.

What it actually does

In plain terms.

A dedicated claim pipeline running inspection → adjuster → supplement → approval → deposit

Reminders on every stage so no step waits on someone remembering to chase it

Inspection photos and documentation attached to the claim record rather than living on phones

Alerts when a claim sits idle, so a silent carrier gets chased instead of assumed

A full activity history on every claim, so anyone can pick it up and know where it stands

In practice

A supplement is drafted the week your best crew leader is on holiday

Without Orbit

The draft sits in an inbox nobody else is watching.
The carrier hears nothing and the file goes cold.
It surfaces a month later at the original scope.
The job is built at a number that doesn't cover it.

With Orbit

The claim is sitting in the supplement stage with a due date.
A reminder fires when it hasn't moved.
The alert reaches whoever is covering, not just the person away.
The supplement goes in on time and the file keeps moving.

How it fires

Step by step, in your business.

The claim opens

A storm job with a carrier involved enters the claim pipeline at the inspection stage.

Evidence is attached

Inspection photos and documentation are collected onto the claim record.

Each stage is tracked

Adjuster meeting, supplement, approval, and deposit each become a stage with its own reminders.

Idle files get chased

A claim that stops moving raises an alert rather than waiting to be noticed.

The job releases to build

Once the deposit lands, the record moves out of claims and into scheduling.

How it connects

It doesn't work alone.

Insurance Claim Tracking is a specialised pipeline sitting alongside the ones in Roofing-Built Pipelines. Financing Visibility handles the homeowner side of the same question — how the job gets paid for — and once a claim is approved, Appointment Scheduling & Crew Routing puts the build in the diary.

See Insurance Claim Tracking working on a real pipeline.

Book a demo and we'll show you it configured for a business like yours.

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