Roofing Claims Coordinator that never drops the ball.
Navigates insurance claims from first notice to final payment. Built for roofing & exteriors teams that need the work done without more headcount.
“My job is making sure insurance claim filing + documentation — without anyone on your team having to ask.”
We watched our own roofing & exteriors team burn out on work that never stopped. Roofing Claims Coordinators were leaving for better pay, calling out sick, and taking weeks to train — meanwhile the queue kept growing and customers kept waiting. There was no way to hire fast enough.
Daniela was built to be the piece of the team that's always there. Not a bot reading from a script, but a worker who knows the systems, the SOPs, and the judgment calls — so your senior people get their time back for the work only they can do.
Daniela in their own words.
I'm the roofing claims coordinator your roofing & exteriors team leans on when the queue starts stacking. Navigates insurance claims from first notice to final payment. I own the work end-to-end — you hand me the inbox, the ticket, or the call, and it gets done right the first time.
Day to day I'm running insurance claim filing + documentation, adjuster meeting scheduling, supplement negotiation support. I know the systems your team uses, I know what "clean" looks like in this seat, and I don't drop details when the volume climbs.
I work inside your stack, not alongside it. Every action I take is logged, every handoff has context, and your senior people get their time back for the work only they can do.
Hear Daniela on a real call.
This is how Daniela handles a caller end-to-end — answer, capture, confirm, close. Request a demo to hear one live with your business.
Daniela is in production. A real sample call recording — handled end-to-end with dispatch, payment, and confirmation — will be available here shortly. Request a demo to hear one live with your business.
What Daniela does best.
Everything Daniela does, top to bottom.
These aren’t theoretical. Every item below is part of Daniela’s live SOP on real deployments.
- Insurance claim filing + documentation
- Adjuster meeting scheduling
- Supplement negotiation support
- Payment tracking + lien waiver management
- Logs every action in your system of record
- Escalates with full context when scope is exceeded
- Runs against SOPs you approve before go-live
- Works inside your stack — no new tools required
How Daniela works a typical ticket.
Five steps, every time. Nothing skipped, nothing improvised.
Pick up the work
New roofing claims coordinator work lands in my queue — form, ticket, email, or inbound request. I triage within minutes of arrival.
Insurance claim filing + documentation
Insurance claim filing + documentation. Done inside SOP, logged step-by-step, never skipped.
Adjuster meeting scheduling
Adjuster meeting scheduling. Done inside SOP, logged step-by-step, never skipped.
Supplement negotiation support
Supplement negotiation support. Done inside SOP, logged step-by-step, never skipped.
Document + hand off
Every action lands in your roofing & exteriors system of record. If anything exceeds scope, I warm-transfer with full context — your team never starts from zero.
The tools Daniela works inside.
Daniela plugs into your existing stack. No new tools to learn, no data silos, no black box.
Built for the operators Daniela already works with.
Work Daniela has already done.
Every role below represents live deployments on real businesses — not theoretical capabilities.
- Primary roofing claims coordinatorEmbedded in roofing & exteriors teams
Navigates insurance claims from first notice to final payment.
- Insurance claim filing + documentationDaily workload
Insurance claim filing + documentation · Adjuster meeting scheduling · Supplement negotiation support. Every action logged, every handoff documented.
- Cross-team coordinationInterfaces with roofing & exteriors stakeholders
Works alongside your existing team — never a black box. When scope exceeds the runbook, escalates with full context and proposed next step.
Real calls. Real tickets. Real outcomes.
Request came in via Slack at 9:12 AM. By 10:04 Daniela had processed the work, flagged one edge case to the team lead, and closed the loop with a short summary + links to the system of record.
Teams that already hired Daniela.
Challenge, solution, and the numbers that changed after go-live.
Professional Services operator missing roofing claims coordinator work after hours. Senior staff pulled onto routine tasks; errors stacking up; customer follow-through slipping.
Deployed this worker on the primary insurance claim filing + documentation flow. Loaded the SOP, wired the integrations, and flipped live inside 48 hours.
Growing professional services team could not hire fast enough to keep up with roofing claims coordinator volume. Backlog grew 3x in 90 days; escalations ran hot.
Handed over the routine 80% of the queue. Senior staff kept the judgment calls. Every action logged in the system of record.
Daniela vs. hiring a human.
The math, laid out. No salary, no turnover, no sick days.
| Scenario | Human hire | Temp agency | Daniela |
|---|---|---|---|
| Annual cost | $67,000 | $97,150 | $4,188 |
| Hours covered | 40/week | 40/week | 168/week |
| Sick days | 10+/yr | 2+/yr | 0 |
| Ramp time | 6–8 weeks | 1–2 weeks | 48 hrs |
| Turnover risk | High | Very high | None |
Pick the bundle that fits your volume.
Buy minutes, not employees. Every plan includes full onboarding and integration. Upgrade or downgrade any month.
- 1,500 minutes / month
- $0.50/min overage
- One AI worker
- Standard SOP training
- Email support
- 5,000 minutes / month
- $0.50/min overage
- Custom SOP + voice training
- CRM / system-of-record integration
- Priority support
- Monthly tuning session
- 10,000+ minutes / month
- $0.50/min overage
- Multi-line / multi-region
- Custom voice + white-glove onboarding
- Dedicated CSM
- Per-team reporting
- SLA + BAA available
Need more volume? See all 14 tiers →
From signup to live in under 48 hours.
Four steps. We handle the technical work. You focus on the SOPs and the first-week review.
Pick your plan
Choose a minute bundle that matches your volume. Most roofing claims coordinator ops start on the Starter or Pro tier.
Connect your inbox / ticket system
Hook into your CRM, help desk, or ticket queue. Webhooks or native integrations — we handle the plumbing.
Upload your knowledge
Scripts, SOPs, FAQs, rate cards — anything your roofing claims coordinator team would hand a new hire. We train the worker on it.
Go live in under 48 hours
Soft-launch on a small % of traffic, review recordings the first week, then flip to full volume. You stay in control.
What teams say after they hire Daniela.
“Daniela handles the roofing claims coordinator workload our team used to dread. Nothing gets dropped, nothing stacks up overnight.”
“The turnaround is the best part. Daniela processes requests inside an hour that used to sit on our desk for a week.”
Everything teams ask before hiring Daniela.
Under 48 hours in most cases. We load your roofing claims coordinator SOP, wire the integrations, and soft-launch on a small share of traffic so you can review before flipping to full volume.
Daniela warm-transfers (or routes the ticket) with a one-paragraph summary: what the caller / customer asked, what Daniela already confirmed, and why it's being escalated. Your team never starts from zero.
Whatever your team already uses. Daniela pushes actions into your existing roofing & exteriors stack — CRM, ticket system, calendar, SOR — via native integrations or webhooks. No new tool required.
Plans start at $49/month with CRM + 50 voice minutes included. Dedicated minute bundles start at $149/month for 500 minutes. Every minute Daniela spends on your work counts toward the bundle. Overage is billed at $0.50/min. No seats, no per-call fees, no hidden add-ons.
Any time. Upgrades prorate instantly. Downgrades apply at the next billing cycle. Your worker keeps its training, voice, and history through any change.
Yes. Daniela works every shift, including weekends and holidays. Work that lands at 2 AM gets handled before your team walks in the next morning.
Every conversation is logged, encrypted at rest, and retained per your policy. For roofing & exteriors teams with HIPAA, PCI, or SOC2 requirements, we run on BAA-signed infrastructure with audit trails on every action.
Yes. Book a call with our team — we'll walk you through a live demo of Daniela, look at your current roofing claims coordinator workflow, and map out what the first 30 days would look like.
Included in your plan.
Live in under 48 hours.
Most teams run roofing claims coordinators on the lite bundle or the next one up as volume grows.
