ROOF SAVVYS

ROOF SAVVYS
Xactimate Claims Onboarding Form

Please complete this form to allow Roof Savvys to begin Xactimate estimating and claims support for
Full Name
Address

Company Address

Street Address Line 2

City State ZipState / Province

Postal / Zip Code
Company Name
Phone Number
Email Address
example@example.com
File Submission & Documentation

For each claim, please submit the following:

Signed Contract

Scope of Work

Photos (Before, During, After)

Carrier Claim Number
Preferred Billing Method Per File Monthly
Billing Email
example@example.com
Billing Contact Name
Payment Agreement
Client agrees to pay all invoices issued by Roof Savvys for Xactimate estimating and claims support services. Payment is due upon receipt unless otherwise agreed in writing. Late payments may be subject to service pauses until the account is brought current. Client acknowledges responsibility for all submitted files and associated service charges.
Date

MonthDayYear
Date
Printed Name
Authorized Signature

Clear
By signing below, you authorize Roof Savvys to perform Xactimate estimating and claims support on behalf of your company.
Authorized Signature

Clear
Date

MonthDayYear
Date
Printed Name
Roof Savvys provides Xactimate estimating and administrative claims support services only. We are not a public adjusting firm, law firm, or insurance carrier. Roof Savvys does not negotiate claim settlements, make coverage determinations, or provide legal advice. All final claim decisions remain between the property owner, contractor, and insurance carrier. By submitting this form, you acknowledge and agree to these terms.
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