A pattern of disputes. Inconsistent documentation across your team. Estimates that keep coming back short. These aren't bad luck — they're symptoms of a systemic problem. The Business Assessment finds it.
Start with a free conversation. Scope and fee quoted before any work begins.
The Documentation Audit handles one job. The Business Assessment handles the reason you keep having the same problem on every job.
When disputes happen repeatedly — when the same line items keep getting cut, when different estimators scope the same loss differently, when field techs aren't capturing what the estimators need — that's not a documentation problem. That's a systems problem.
You can't fix a systems problem by auditing individual jobs. You fix it by finding where the system breaks down and building something better.
That's what the Business Assessment does.
You've been in business for years. You do good work. But the fifth job in a row came back short, and you're starting to recognize that something in your process isn't working. You want a diagnosis, not a fight.
You have multiple estimators and field techs. Different people scope the same job differently. The left hand doesn't know what the right hand is doing. Disputes happen because the documentation doesn't tell a consistent story.
You're new to running your own shop and you want to build documentation systems that hold up before you have a dispute. That's the smartest possible position to be in — and this is the right service for it.
You think you're doing everything right. You want someone to confirm that — or tell you where the gaps are before someone else finds them. The honest assessment applies here too.
The scope is tailored to your situation. A typical assessment includes some or all of the following, depending on where the problem is:
How your team captures field data, what gets recorded and what doesn't, where the gaps are between what happens on site and what ends up in the estimate. Reviewed against IICRC S500 documentation requirements.
How your estimators scope jobs, what line items they include or exclude, whether the scope reflects what actually happened on site. Reviewed against Xactimate best practices and carrier expectations.
How information flows between field techs and estimators, where handoffs break down, what's getting lost in translation. Focused on the specific points where documentation quality degrades.
A written assessment with specific, actionable recommendations — not a report card, but a roadmap. What to change, how to change it, and what to expect when you do.
Not an ongoing retainer. The assessment diagnoses the problem and gives you a roadmap. Implementing the recommendations is your job. There's no subscription to "review every job I submit" — that model creates accountability without authority and doesn't actually fix anything.
Not a guarantee of outcome. The assessment will tell you what your documentation practices look like and where they break down. What you do with that information is up to you.
Not cheerleading. If the assessment finds that your team's documentation practices are creating disputes, it will say so. That's the service working correctly.
The Business Assessment is priced as a project-based flat fee. The scope — and the fee — is determined after the initial conversation, based on the size of your operation, the nature of the problem, and what the assessment needs to cover.
How the conversation works:
Submit your situation using the form below. Describe the pattern you're seeing — how many jobs, what kinds of disputes, what your team looks like. The initial review is free. If the assessment makes sense for your situation, you'll get a flat-fee quote before any work begins.
This is a higher-investment engagement than the Documentation Audit — it takes more time and covers more ground. The fee reflects that. It's the right tool for a systemic problem, not a single-job dispute.