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Join waitlistCase Study 1: Becoming the Insurance Advocate
194 words · ~1 min read
Clozo Academy Proprietary Curriculum
Company Profile
Location: Dallas-Fort Worth, TX
Size: $4.2M annual revenue, 6 crews, 4 estimators
Before: 55% insurance work, 35% retail, 10% repair
Challenge: Competing on price with 20+ storm-chasing contractors
Strategy Implemented
Positioned as "The Insurance Claim Specialist" — a contractor who meets adjusters on the roof, files supplements on every claim, and recovers an average of $3,800 per claim.
Tactics
Hired Xactimate-certified supplement specialist.
Created "Adjuster Meeting Protocol" — estimator on roof with adjuster 100% of the time.
Built supplement filing SOP: 72-hour turnaround from scope receipt.
Marketed supplement recovery numbers in ads and proposals.
Results (12 months)
Average supplement recovery: $1,200 → $3,800.
Insurance job gross margin: 31% → 43%.
Close rate on insurance leads: 38% → 52%.
Retail trust transfer: Retail average ticket increased 18% because insurance expertise built brand credibility.
Total incremental profit: $340,000.
Key Takeaway
Insurance expertise is not just a service; it is a positioning asset that elevates the entire brand and justifies premium pricing across all segments.