Services
One-on-One
Supplement Training
This is the private version of our training: one estimator, two dedicated sessions, and my full attention on your files. You learn to write supplements the way a dedicated desk does, with Xactimate line-item discipline, code and manufacturer citation habits, and a documentation process that holds up when a carrier pushes back. Not a generic Xactimate course. Built around how claims actually get denied and approved in practice.
By Kyle Hamrick, Founder
Who This Is Built For
This engagement exists for one situation: a single person who needs to become the supplement writer. That might be an owner-operator who is tired of leaving money on the table, a production manager who inherited supplements and never got trained, or someone stepping into the role for a roofing company that has decided to build the skill in house.
If you are training a crew, the team training engagement is the right fit instead: same system, installed across up to five seats. If you would rather have every file handled for you, that is what our residential supplement desk and monthly retainer desk are for. All three are legitimate paths. Which one fits depends on whether you want the skill living in your own hands or with a partner desk.
What the Training Covers
Xactimate Line-Item Fundamentals for Roofing Claims
How carriers structure their estimates, which line items get missed most often on residential and commercial roofs, and how to build a supplement that reads clean against the carrier's own file structure.
Code and Manufacturer Citation Discipline
How to identify when a code requirement or manufacturer installation spec justifies a line item, and how to cite it in a way that gives an adjuster what they need to approve it without a phone call.
Documentation Habits That Prevent Denials
What to photograph, measure, and record at the inspection stage so a supplement (or a denial response, if it comes to that) has what it needs from day one. This directly mirrors what's in our roof claim inspection checklist, taught as a working habit rather than a one-off reference sheet.
Carrier-Specific Behavior Patterns
Different carriers process supplements differently: some desks respond fast to well-documented files, others need a specific submission format or contact point. We teach what we've learned about navigating that instead of treating every carrier the same.
Denial Response Strategy
How to read a denial letter for its actual stated reason and build a targeted response instead of a generic appeal. This connects directly to the denial categories covered in our denial response guide.
How the Engagement Works
Here's how it runs. Session one runs 60 to 90 minutes, just the two of us, and I install the system: what to photograph on every roof, how to document it so it holds up when the carrier pushes back, how to build the line items, and how to talk to the insurance company in their own language, because we come from that side of the desk. Then you go run real jobs on it for two or three weeks.
Session two runs the same 60 to 90 minutes, and we pull up your actual files. I show you what stuck and what got skipped: which photos you're still missing, which line items you're still leaving on the table, which denials you could have headed off at the inspection. Correcting that on your own files is the part that changes your numbers.
I'll be straight about the goal: I'm trying to work myself out of the file-by-file job. Someone who writes their own supplements right is the whole point, and plenty of people still send us the complex ones after. That's fine too.
What We Need From You to Scope This
The two-session structure is fixed. What changes is what we spend the time on. Tell me your current estimating experience, whether you already run Xactimate, and your typical claim volume and mix (residential, commercial, or both). Someone who already runs Xactimate but keeps losing the same line items needs a different emphasis than someone building the skill from scratch, and knowing that up front is what makes session one land.
What We Actually Walk Through
This is the full arc of a claim, start to finish, in the order it happens. We work it in that order because that is how the money gets lost: a photo missed at intake becomes a line item you cannot defend at negotiation.
The Documents You Keep
Photo Guidelines
The shot list we run on every roof: what to capture, from what angle, and what a carrier needs to see before they will approve a line item without a phone call.
Roofing Scope Sheet
The field capture sheet that turns an inspection into a writable scope, so nothing gets reconstructed from memory once you are back at the desk.
Inspection Checklist
The same checklist our desk runs on, plus the XM8 macros we run on live files, already built with the notes attached.
The Process, In Order
- Intake, and what you need before you write. The documents to collect up front, what to request from the homeowner and the carrier, and how a thin intake guarantees a weak supplement downstream.
- How to build the supplement. Reading the carrier's estimate for what is missing, structuring your line items against their file, and sequencing the scope so it reads clean to an adjuster.
- Code and manufacturer items. Identifying when a code requirement or a manufacturer installation spec justifies a line, and citing it so the adjuster has what they need to approve it.
- F9 notes. What belongs in the note versus the line description, how much justification is enough, and how to write them so a reviewer does not have to call you.
- Submission. Where the file goes, in what format, to which contact, and how submission habits differ carrier to carrier.
- Follow-up. The cadence that moves a file without burning the relationship, what to do at each interval, and when to escalate.
- Negotiation and wording. How to answer a partial approval or a denial on its actual stated reason, and the specific language that gets a reversal instead of a form response.
- Closing out: COC and price list updates. Certificate of completion, final invoicing, and handling price list updates on the back end so the last dollars on the file do not get left there.
Pricing
One-on-One Training Install
$4,500 flat
What you get:
- The complete TEC field system, as materials you keep: the inspection checklist, the roofing scope sheet, the photo protocol, and our XM8 macros with the notes already built in. These are the same materials our desk runs on, not a summarized version.
- Two private video sessions, 60 to 90 minutes each, one-on-one. The first is the install: I walk you through the system and how each piece feeds the next. The second is a field review 2 to 3 weeks later, after you have run real jobs on it, so we are correcting your actual files instead of hypotheticals.
- 30 days of direct access to me by email after the install, so questions that surface on live claims get answered while they still matter.
Delivered remotely, nationwide. There is no travel component and no travel cost, which is why someone in Montana pays the same as someone twenty minutes from us.
This price covers one seat. If you want your crew trained on the same system, that is the team training engagement, quoted separately for up to five seats.
Anyone can hand you a checklist. The field review two or three weeks later is where I find out what you actually did with it, and correcting that on your real files is what changes your numbers.
Frequently Asked Questions
Is this a certification course?
No. This is practical, claims-focused training built around real supplement writing and denial response, not a generic Xactimate software certification.
Is this really one-on-one?
Yes. Both sessions are you and me on a private call. Nobody else is on the line, so the entire session goes to your files and your questions, start to end.
Do we work on my actual claim files?
Yes. Session one installs the system, then you run real jobs on it. Session two is a review of your own files, not hypothetical practice examples.
How is this different from your team training?
Team training installs the same system across a crew of up to five seats. This is the private version: one estimator, full attention, no seats shared.
What if I want my crew trained later?
That is the team training engagement, priced separately. Contractors often start solo, then bring their crew in once the system is proven internally.
Related Reading
See roofing supplements and Xactimate supplement services for what a well-built supplement actually contains. For crews rather than individuals, see consulting and team training. If outsourcing fits better than training, see our residential supplement desk and monthly retainer desk. Read more on about or reach out through order.
Ready to write your own supplements?
Tell me your experience level and claim mix. I'll scope the two sessions around what you actually need.