Our Process

1. Fit call
We confirm your roofing operations, location, renewal date, current concerns, and whether we are the right fit.

2. Coverage review
We review your current policies, contracts, certificates, vehicles, payroll, subs, tools, claims, and limits.

3. Market strategy
We determine which carrier options may fit your roofing business based on appetite, underwriting, and risk profile.

4. Proposal review
We explain the coverage, exclusions, limits, deductibles, certificates, and tradeoffs before you make a decision.

5. Renewal plan
We help you prepare before renewal so you are not reacting at the last minute.

What to have ready for your roofing insurance review

To build an accurate proposal, we may ask for:

• Current insurance policies
• Current certificates or GC insurance requirements
• Payroll by employee type
• Annual revenue
• Residential vs. commercial work split
• New construction vs. repair/re-roof work split
• Subcontractor costs
• Vehicle and trailer list
• Driver list
• Equipment schedule
• Prior claims or loss runs
• Safety program details
• Sample subcontractor agreement

If you do not have all of this ready, we can still start the conversation. But the more complete the information, the stronger the submission.