A2124/susan-roofing-llm
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<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the GAF Standard Warranty document? | This document covers:
Congratulations! Thank you for purchasing asphaltic shingles and/or accessories from GAF, North America’s largest roofing manufacturer — your best choice. While many factors
can affect how long your shingles and accessories will last, this GAF Shingle & Accessory Limited Warranty covers your a... | customer_resources |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Roof-ER Quick Cheat Sheet document? | This document covers:
Roof-ER Quick Cheat Sheet
Fast arguments & code cites for Adjuster Meetings (Roof + Siding)
■ Roof Claims
- ■ Brittle Test: Shingles cracked during repair → roof irreparable.
- ■ Discontinued Shingles: iTel shows discontinued; patch impossible (metric vs English size).
- ■ GAF: More than 2–3 shin... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the AM Outcome Process document? | This document covers:
INTEGRITY
QUALITY
SIMPLICITY
Inspection/Adjuster Meeting Outcomes
Approval process for a roof
• Find good damage to metals and shingles
• Find good damage to discontinued shingles
• Find good soft metal damage and faile d brittle test on all disconnected slopes (shingl... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Full Approval Estimate Phone Call document? | This document covers:
Full Approval Estimate Phone Call
This is the call you will make to your HO as soon as you receive the estimate
“Hello sir/ma’am! It’s [YOUR NAME] with Roof ER. Congratulations, I am glad we were able to ensure that your insurance company fully approved your roof/siding/gutters/etc repl... | sales_scripts |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Maryland Insurance Administration Matching Requirement 1 document? | This document covers:
Bulletin 18-23
Date: October 3 0, 2018
To: Property & Casualty Insurers
Re: Clarification of Bulletin No. 97 -1: Coverage of Aluminum Siding Claims,
Including Claims for Mismatch
******************************************************************* ******************
... | insurance_arguments |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | When do I use the Form W-9 (Rev. March 2024) (1)? | Use this form when:
Form W-9
(Rev. March 2024)Request for Taxpayer
Identification Number and Certification
Department of the Treasury
Internal Revenue Service Go to www.irs.gov/FormW9 for instructions and the latest information.Give form to the
requester. Do not
send to the IRS.
Before you begin. For guidance r... | licenses_certs |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What should I say during post adjuster meeting .docx? | Here's a natural approach for post adjuster meeting .docx:
Post Adjuster Meeting Script
This is the conversation you will have with the HO after an adjuster meeting
If moving to Estimate Pending:
“Great! The Adjuster/Ladder Assist identified all the same damage as me. You will be receiving an email from us sho... | sales_scripts |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Arbitration Information document? | This document covers:
Arbitration Information
Binding Arbitration
Legally enforceable like a court decision.
Both parties agree in advance to accept the arbitrator’s decision as final.
No appeal is typically allowed (except in rare cases like fraud or misconduct).
Once the arbitrator rules, the losing party must... | insurance_arguments |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Siding Argument document? | This document covers:
Siding Argument to send to Insurance/Adjuster
Send to Adjuster/Insurance and CC the customer
CC or BCC Reese if needed
PLEASE DO NOT JUST COPY AND PASTE, PLEASE REVIEW SECTIONS TO BE CHANGED, REMOVED, OR ADDED (i.e., THE USE OF ‘AND/OR’)
PLEASE EDIT THE INFO TO ALIGN WITH YOUR SPECIFIC JOB!!!... | email_templates |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Repair Attempt Agreement document? | This document covers:
INTEGRITY
QUALITY
SIMPLICITY
Repair Attempt Agreement Date: ___________________
Customer (s): _____________________________ Phone Number (s): _________________ ____
_____________________________ _____________________
Project Add... | agreements |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Stuck_do document? | This document covers:
Q751–Q800 – Stuck → Do This
Q751 – If you’re stuck after an adjuster denies obvious damage…
Guidance: Stay calm, don’t argue.
Next Step: Document denial in CRM, gather full photo set, escalate to Team Leader.
Q752 – If you’re stuck at partial approval…
Guidance: Compare estimate to your evid... | qa_susan |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Partial Estimate Phone Call document? | This document covers:
Partial Estimate/Denial Phone Call
This is the call you will make to your HO as soon as you receive the estimate
“Hello sir/ma’am! It’s [YOUR NAME] with Roof ER. How’s it going?”
“Great, well we just received the decision from the insurance company. We’re going to have to take some steps ... | sales_scripts |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Flashing Codes document? | This document covers:
Flashing Codes
104.9. 1 Used materials and equipment. The use of used materials which meet the requirements of the Construction Code for new materials is permitted.
908.5 Existing slate, clay or cement tile shall be permitted for reinstallation, except that damaged, cracked or broken slate ... | insurance_arguments |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Roof-ER Quick Strike Guide document? | This document covers:
Roof-ER Quick Strike Guide: Insurance Claim Responses
This guide shows which template or resource to use for the most common insurance claim scenarios. Always edit each template to match your specific job before sending. CC the customer and Reese when applicable.
📸 Initial Documentation / Miss... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What should I say during adjuster meeting outcome .pdf? | Here's a natural approach for adjuster meeting outcome .pdf:
INTEGRITY
QUALITY
SIMPLICITY
Adjuster Meeting Outcomes
General Notes
• The adjuster is always going to go back to the homeowner before they leave (if they are home),
explain to them what they found and the next steps.
• Always join ... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Initial Pitch Script document? | This document covers:
Initial Pitch
5 Non-negotiables with every pitch
Who you are
Who we are and what we do (Roof ER)
Make it relatable
What you’re there to do (an inspection)
Go for the close (them agreeing to the inspection)
Knock on door/ring doorbell
As they are opening the door, smile and wave. ... | sales_scripts |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the COI - General Liability document? | This document covers:
04/02/2024
Newman and Tucker Insurance
10 Town Center Blvd., Suite 1
Crestview Hills KY41017Tara Cornman
(859) 441-2886 (859) 442-3313
tcornman@newmantucker.com
The Roof Docs LLC
8100 Boons Blvd
Vienna VA22182Encova Insurance (The Motorist Group) 14621
24-25 Cert.
A 5001532365 04/01/2024 04/01/20... | licenses_certs |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Silver Pledge Warranty Brochure document? | This document covers:
1. You MUST install a full roof; roofs installed on
portions of buildings (such as half a roof on a
duplex structure) do not qualify.
2. Your roof MUST be installed by a GAF Master Elite®
Roo/f_ing Contractor.
3. The roof system must NOT be installed over an
existing r... | customer_resources |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | How do I handle maryland insurance administration matching requirement 3? | This is a common situation. Here's your strategy:
Maryland-Unfair Claim Settlement Practices
Maryland Code
Insurance
TITLE 27. UNFAIR TRADE PRACTIC ES AND OTHER PROHIBITED
PRACTICES
SUBTITLE 3. UNFAIR CLAIM SETTLEMENT PRACTICES
§ 27-301. Intent and effect of subtitle.
(a) Intent of subtitle.- The inte... | insurance_arguments |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Sample Photo Report 1 document? | This document covers:
Photo Sheet
The Roof Docs, LLC
2106 Gallows Rd Ste D
Tysons, VA 22182
(703) 239-3738
Shingle: Architectural / State: VA / Ridge Vent: Shingle-over
2-layers: No / Pipe Jacks: 2
1. House Overview
Date Taken: 04/04/2023
2. House Overview
Date Taken: 04/04/2023
Photo Sheet
The Roof Docs, LLC
2106 Ga... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the iTel Agreement document? | This document covers:
INTEGRITY
QUALITY
SIMPLICITY
iTel Sample Agreement Date: ___________________
Customer (s): _____________________________ Pho ne Number (s): _____________________
_____________________________ _________________ ____
Project Addre... | agreements |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Contingency and Claim Authorization Script document? | This document covers:
Contingency & Claim Authorization
After the claim: “Okay, perfect! Like they said, an adjuster will be reaching out to you in the next 24 to 48 hours to schedule the inspection. The absolute most important part of this process is that I am at this inspection. Insurance companies don... | sales_scripts |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the PA license 2025 - 2027 document? | This document covers:
/0 /1 /2 /3 /4 /2 /5 /6 /7 /8 /3 /i255 /4 /10 /5 /5 /11 /4 /4 /12 /10 /13 /13 /14 /i255 /5 /8 /15/16 /13 /11 /6 /11 /17 /i255 /7 /3 /i255 /6 /18 /11 /i255 /2 /15/8 /10 /3 /6 /i255 /8 /12 /i255 /19 /20 /21 /22 /23 /24
/25 /26 /27 /28/29 /30 /31 /i255 /33 /29 /34 /35 /29 /36 /31 /i255 /37 /38 /39 /... | licenses_certs |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | Write an email for template from customer to insurance | Here's an effective email you can customize:
Customer Perspective Template for Customer to Send to Adjuster/Insurance
Send this to the customer and instruct them to COPY and PASTE your email and for them to send it themselves (Make sure they do not just forward the email.)
You can also have the customer make edi... | email_templates |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Roof-ER Sales Training.pptx document? | This document covers:
Roof-ER Sales Training
Google
Drive
Initial Pitch
5 Non-Negotiables ▪Who you are
▪Who we are and what we do (Roof ER)
▪Make it relatable
▪What you’re there to do (an inspection)
▪Go for the close (them agreeing to the inspection)
Initial Pitch Knocking Etiquette
Initial Pitch ▪“Hi, h... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the MD License (Valid through 7_2025) document? | This document covers:
06/01/2023 6,088,495
MARYLAND HOME IMPROVEMENT COMMISSION
0805 137412THE ROOF DOCS LLC 6335 05-31-2023
MESSAGE(S):
MARYLAND HOME IMPROVEMENT COMMISSION
CERTIFIES THAT:
THE ROOF DOCS LLC
ROOF-ER
8100 BOONE BLVD
STE 400
VIENNA VA22182
IS AN AUTHORIZED: 05-CONTRACTOR/SALESMAN (CORP/PA... | licenses_certs |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Project Agreement - Repair - MD document? | This document covers:
INTEGRITY
QUALITY
SIMPLICITY
Home Exterior Repair Agreement Date: ___________________
Customer (s): _____________________________ Pho ne Number (s): _____________________
_____________________________ _________________ ____
Projec... | agreements |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | How do I handle maryland insurance administration matching requirement 1? | This is a common situation. Here's your strategy:
Bulletin 18-23
Date: October 3 0, 2018
To: Property & Casualty Insurers
Re: Clarification of Bulletin No. 97 -1: Coverage of Aluminum Siding Claims,
Including Claims for Mismatch
**************************************************************... | insurance_arguments |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Photo Report Template document? | This document covers:
Photo Report Argument to Send to Adjuster/Insurance
Send to Adjuster/Insurance and CC the customer
CC or BCC Reese if needed
PLEASE DO NOT JUST COPY AND PASTE, PLEASE REVIEW SECTIONS TO BE CHANGED, REMOVED, OR ADDED (i.e., THE USE OF ‘AND/OR’)
PLEASE EDIT THE INFO TO ALIGN WITH YOUR SPECIFI... | email_templates |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Post Sign Up Timeline document? | This document covers:
Insurance Process Steps & Timeline
*** Please note that every insurance company/ individual adjuster has slightly different timeline based on multiple variables. Below is what we can typically expect:
Step 1: Schedule Adjuster Meeting
Assigned insurance adjuster will reach out with... | customer_resources |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the GAF Storm Damage Guidelines document? | This document covers:
Residentia l
What Are Some Causes For
“Storm Damage ” To
Shingle s? Damage to shingles caused by extraordinary weather conditions such as hurricanes, hail, tornadoes, light... | insurance_arguments |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Sales Operations and Tasks document? | This document covers:
Sales Operations and Tasks
Quick Tip: Press CTRL + F and type in what you are looking for in the search bar. (for example: type “Appraisal”)
Sending Documents for e-sign iTel / Repair Attempt
Task Brandon Pernot (operations assistant) during Business Hours
Reach out to and/or Task Danny o... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Sample Photo Report 4 document? | This document covers:
Photo Sheet
The Roof Docs, LLC
2106 Gallows Rd Ste D
Tysons, VA 22182
(703) 239-3738
Shingle: Architectural / State: VA / Ridge Vent: Aluminum
2-layers: No / Pipe Jacks: 1
Exhaust Caps: 1
1. House Overview
Date Taken: 10/29/2023
2. House Number
Date Taken: 10/29/2023
Photo Sheet
The Roof Docs, L... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | How do I use GAF warranties to support my claim? | Immediate Action:
- Locate original GAF installation documentation
- Review specific warranty terms for your shingle type
- Photograph warranty violations
Manufacturer Guidelines:
GAF Timberline HD Requirements:
- 4 nails minimum per shingle
- 6 nails in high wind areas
- Proper sealing strip activation
- Adequate ven... | Manufacturer guideline enforcement |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What should I say during contingency and claim authorization .docx? | Here's a natural approach for contingency and claim authorization .docx:
Contingency & Claim Authorization
After the claim: “Okay, perfect! Like they said, an adjuster will be reaching out to you in the next 24 to 48 hours to schedule the inspection. The absolute most important part of this process is th... | sales_scripts |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Complaint Forms document? | This document covers:
Complaint Forms
Have HO use these websites to submit a complaint
Allstate: https://messaging.allstate.com/corp.aspx?intcid=ILC-AllstateHelpcenter|ArticleCopy|ContactUsForm&_gl=1*10kdsnk*_ga*MTE4NjcyNjcyOC4xNzAyNDEzODQx*_ga_E5RN65WV3V*MTcwNzE3MzMyMy4zLjAuMTcwNzE3MzMyMy4wLjAuMA..&_ga=2.216926... | insurance_arguments |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the MD License document? | This document covers:
06/01/2023 6,088,495
MARYLAND HOME IMPROVEMENT COMMISSION
0805 137412THE ROOF DOCS LLC 6335 05-31-2023
MESSAGE(S):
MARYLAND HOME IMPROVEMENT COMMISSION
CERTIFIES THAT:
THE ROOF DOCS LLC
ROOF-ER
8100 BOONE BLVD
STE 400
VIENNA VA22182
IS AN AUTHORIZED: 05-CONTRACTOR/SALESMAN (CORP/PA... | licenses_certs |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | Write an email for post am email | Here's an effective email you can customize:
Post Adjuster Meeting Email Template
Send to Adjuster/Insurance and CC the customer
CC or BCC Reese if needed
PLEASE DO NOT JUST COPY AND PASTE, PLEASE REVIEW SECTIONS TO BE CHANGED, REMOVED, OR ADDED (i.e., THE USE OF ‘AND/OR’)
PLEASE EDIT THE INFO TO ALIGN WITH YOUR... | email_templates |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Untitled document document? | This document covers:
Q- How are you handy?
I’m handy because I’m built around your world at Roof-ER.
Here’s why:
Everything is preloaded with YOUR docs – I’m not guessing or giving generic answers. I’ve got all your Roof-ER templates, codes, GAF requirements, iTel reports, discontinued lists, and even your sales t... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the RoofER Standard Materials document? | This document covers:
All the below are standard products we offer to customers at no additional cost:
ROOFING:
Shingles:
GAF Timberline HDZ
-architectural
-lifetime warranty (for as long as they own the home, prorated)
Underlayment:
15# Felt Paper
SIDING:
Vinyl siding:
Certaint... | customer_resources |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Post Adjuster Meeting Script document? | This document covers:
Post Adjuster Meeting Script
This is the conversation you will have with the HO after an adjuster meeting
If moving to Estimate Pending:
“Great! The Adjuster/Ladder Assist identified all the same damage as me. You will be receiving an email from us shortly saying that you’ve been fully ap... | sales_scripts |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Sample Photo Report 3 document? | This document covers:
Photo Sheet
The Roof Docs, LLC
2106 Gallows Rd Ste D
Tysons, VA 22182
(703) 239-3738
Shingle: 3 tab / State: VA / Ridge Vent: Aluminum
2-layers: No / Pipe Jacks: 2 / Power Attic Vents: 1
Exhaust Caps: 1
1. House Overview
Date Taken: 11/02/2023
2. House Number
Date Taken: 11/02/2023
Photo Sheet
T... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Post AM Email Template document? | This document covers:
Post Adjuster Meeting Email Template
Send to Adjuster/Insurance and CC the customer
CC or BCC Reese if needed
PLEASE DO NOT JUST COPY AND PASTE, PLEASE REVIEW SECTIONS TO BE CHANGED, REMOVED, OR ADDED (i.e., THE USE OF ‘AND/OR’)
PLEASE EDIT THE INFO TO ALIGN WITH YOUR SPECIFIC JOB!!!! PLEAS... | email_templates |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Pushback document? | This document covers:
Insurance Pushback & Arguments Playbook (Q1–Q100)
Q1: Adjuster says:
“We don’t see enough damage to warrant replacement.”
Short Answer (with source):
Our photo report shows functional storm damage (creases, missing shingles) beyond repair. This requires full replacement .
Detailed Answer ... | qa_susan |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | Write an email for danny_s repair attempt video | Here's an effective email you can customize:
Use this template to Send to the Adjuster/Insurance when sending in your Repair Attempt Videos
PLEASE REVIEW AND MAKE EDITS TO MAKE SURE THIS EMAIL FITS YOUR SPECIFIC SITUATION BEFORE YOU SEND IT
PLEASE ATTACH CLAIM AUTHORIZATION AND MAKE SURE TO INCLUDE CLAIM # IN... | email_templates |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Role+ document? | This document covers:
Role
I am your field support assistant for Roof-ER reps and crews in VA, MD, and PA.
Think of me as your on-call claims guide, code book, and template builder—here to save you time, strengthen your claims, and help you close jobs faster.
My Expertise
I am trained to prioritize Roof-ER’s own... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Template from Customer to Insurance document? | This document covers:
Customer Perspective Template for Customer to Send to Adjuster/Insurance
Send this to the customer and instruct them to COPY and PASTE your email and for them to send it themselves (Make sure they do not just forward the email.)
You can also have the customer make edits as necessary
Ask th... | email_templates |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Maryland Insurance Administration Matching Requirement 2 document? | This document covers:
Aluminum Siding Claims
MIA BULLETIN NO. 97-1
The Maryland Insurance Administration (MIA) has received numerous complaints
from homeowners concerning the settlement practices of insurers of claims for damage toaluminum siding from hail. These complaints allege practices by insurers of paying to
re... | insurance_arguments |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Training document? | This document covers:
Q501–Q550 – Guidance & Training Scenarios
Q501 – When should I involve my Team Leader?
Guidance: Involve your Team Leader when you’ve documented properly, tried a rebuttal, and the adjuster still won’t move. They step in before escalation to management.
Q502 – What’s the escalation order at Ro... | qa_susan |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the GAF_Storm document? | This document covers:
GAF Manufacturer Guidelines & Storm Standards (Q201–Q225)
Q201: Carrier says:
“Shingle creases aren’t functional damage.”
Short Answer (with source):
GAF confirms creased shingles lose sealant and can’t be repaired .
Detailed Answer (Training Draft):
To whom it may concern,
You’ve state... | qa_susan |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | How do I handle insuranceagrement_updated? | This is a common situation. Here's your strategy:
SIMPLICITY
QUALITY
INTEGRITY
Insurance Claim Agreement Date: ____________
Customer Name: ___________________________________
Address: __________________________________________
Phone Number(s): __________________________________... | agreements |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | Write an email for generic partial | Here's an effective email you can customize:
Partial Argument to Send to Adjuster/Insurance
Send to Adjuster/Insurance company with customer CC’d
CC or BCC Reese if needed
PLEASE DO NOT JUST COPY AND PASTE, PLEASE REVIEW SECTIONS TO BE CHANGED, REMOVED, OR ADDED (i.e., THE USE OF ‘AND/OR’)
PLEASE EDIT THE INFO T... | email_templates |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Form W-9 (Rev. March 2024) (1) document? | This document covers:
Form W-9
(Rev. March 2024)Request for Taxpayer
Identification Number and Certification
Department of the Treasury
Internal Revenue Service Go to www.irs.gov/FormW9 for instructions and the latest information.Give form to the
requester. Do not
send to the IRS.
Before you begin. For guidance... | licenses_certs |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | Allstate is denying wind damage, what's my strategy? | Immediate Action:
- Document lifted shingles and exposed nails
- Photograph debris impact damage
- Check for missing shingles or flashing
Code Citations:
IRC R703.1 - Weather-resistant exterior wall envelope requirements
R905.2.8.2 - Asphalt shingle attachment specifications
Documentation:
- Photos showing nail pop-u... | Wind damage claim |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the SP Exclusion Form document? | This document covers:
GAF Silver Pledge™
Limited Warranty # _______________
Exclusions From Warranty Coverage
OWNER’S NAME: __________________________________________________________________________________________________ PHONE #: ___________________
STREET, CITY, STATE/PROVINCE/TERRITORY:
_______________________... | customer_resources |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Claim Authorization Form document? | This document covers:
INTEGRITY
QUALITY
SIMPLICITY
Claim Authorization Form Date: _________________
Customer (s): _____________________________ Phone Number (s): _____________________
_____________________________ _____________________
Project Address: _________________... | agreements |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the GAF Certification.PDF document? | This document covers:
Roof-ER
is a Certified™ Roofing Contractor for GAF
Certified™ Contractor status is only offered to less than 5% of roofing contractors in North America. Those who have earned this designation have
exhibited an uncompromising commitment to the highest standards in sales, service, and installation,... | licenses_certs |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | How do I handle maryland insurance administration matching requirement 2? | This is a common situation. Here's your strategy:
Aluminum Siding Claims
MIA BULLETIN NO. 97-1
The Maryland Insurance Administration (MIA) has received numerous complaints
from homeowners concerning the settlement practices of insurers of claims for damage toaluminum siding from hail. These complaints allege practices... | insurance_arguments |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the docs_temps document? | This document covers:
Documentation & Templates (Q101–Q125)
Q101: Question:
When should the Repair Attempt Template be used?
Short Answer (with source):
Use when a repair was attempted and shingles cracked, tore, or failed — proving irreparability .
Detailed Answer (Training Draft):
The Repair Attempt Templat... | qa_susan |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Danny_s Repair Attempt Video Template document? | This document covers:
Use this template to Send to the Adjuster/Insurance when sending in your Repair Attempt Videos
PLEASE REVIEW AND MAKE EDITS TO MAKE SURE THIS EMAIL FITS YOUR SPECIFIC SITUATION BEFORE YOU SEND IT
PLEASE ATTACH CLAIM AUTHORIZATION AND MAKE SURE TO INCLUDE CLAIM # IN SUBJECT LINE
EDIT THE... | email_templates |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Discontinued-Shingle-List document? | This document covers:
Discontinued Shingle List
3-Tab Shingles
Discontinued Shingle Discontinuation Date Alternative Product(s)
Sentinel® August 24, 2015 Royal Sovereign, Marquis Weathermax
Timberline Shingles
Discontinued Shingle Discontinuation Date Alternative Product(s)
Timberline Prestique Grande® O... | insurance_arguments |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What should I say during initial pitch .docx? | Here's a natural approach for initial pitch .docx:
Initial Pitch
5 Non-negotiables with every pitch
Who you are
Who we are and what we do (Roof ER)
Make it relatable
What you’re there to do (an inspection)
Go for the close (them agreeing to the inspection)
Knock on door/ring doorbell
As they are openi... | sales_scripts |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the GAF Warranty Comparison document? | This document covers:
11 Internal use only. Not for distribution.
11 Internal use only. Not for distribution.
GAF Warranties
†Lifetime refers to the length of warranty coverage provided and means as long as the original individual owner(s) of a single-family detached residence [or eligible second owner(s... | customer_resources |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Roof-ER document? | This document covers:
September
15,
2023
Roof-ER
2106
Gallows
Rd
Ste
D
Vienna,
VA
22182
Attention:
Oliver
Brown
Re:
GAF
Silver
Pledge™
Limited
Warranty
Pilot
Dear
Oliver
Brown,
We
are
pleased
to
inform
you
that
you
have
been
selected
to
participate
in
a
pilot
program
(“Pilot”)
during
which
you
may
offer
your
customers... | customer_resources |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Adjuster_Inspector Information.xlsx document? | This document covers:
=== Sheet1 ===
Name Insurance/Inspection Company Inspector or Adjuster? Hover required? (Y/N) Mark roof prior? (Y/N) Notes on Adjuster/Inspector
Christian Ballester USAA/Progressive/Liberty Adjuster Y Y Always looking to buy. Appreciates when the roof/siding/ext... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Roof-ER Roof & Siding Claim Response Packet document? | This document covers:
Roof-ER Roof & Siding Claim Response Packet
This combined packet covers both roof and siding claim responses. Use the applicable section based on the denial/partial situation. Fill in customer/job details, attach photo reports, iTel reports, and supporting documents. Delete bracketed instruction... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the EXAMPLE PHOTOS document? | This document covers:
What
your
photos
should
look
like
for
the
supplement
team!
Overhang
Photo:
Perfect
Photo
Terrible
Photo
Step
Flashing
Photos:
(both
... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the COI - workers comp 2026 document? | This document covers:
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.INSURER(S) AFFORDING COVERAGE
INSURER F :INSURER E :INSURER D :INSURER C :INSURER B :INSURER A :NAIC #NAME:CONTACT
(A/C, No):FAX
E-MAIL
ADD... | licenses_certs |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Sales Tracker (Example).xlsx document? | This document covers:
=== Sheet1 ===
Sales Tracker (Example)
January Sign ups Insurance Total February Sign ups Insurance Total March Sign ups Insurance Total April Sign ups Insurance Total May Sign ups Insurance Total
Dennis Smith 21500.0
Jones Bob 29315.2
Robert Jon ... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | Write an email for repair attempt | Here's an effective email you can customize:
Repair Attempt Argument to Send to Adjuster/Insurance
Send to Adjuster/Insurance and CC the customer
CC or BCC Reese if needed
PLEASE DO NOT JUST COPY AND PASTE, PLEASE REVIEW SECTIONS TO BE CHANGED, REMOVED, OR ADDED (i.e., THE USE OF ‘AND/OR’)
PLEASE EDIT THE INFO T... | email_templates |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | Explain GAF Warranty Comparison to a homeowner | Here's how to explain this clearly:
11 Internal use only. Not for distribution.
11 Internal use only. Not for distribution.
GAF Warranties
†Lifetime refers to the length of warranty coverage provided and means as long as the original individual owner(s) of a single-family detached residence [or eligible ... | customer_resources |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Roof-ER Siding Claim Response Packet document? | This document covers:
Roof-ER Siding Claim Response Packet
Use this packet to respond to a partial siding denial. Fill in customer/job details, attach photo report, iTel report, and any additional documentation. Delete bracketed instructions before sending.
📧 Cover Email to Adjuster/Insurance
Subject: Claim # [Ins... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | Explain GAF Standard Warranty to a homeowner | Here's how to explain this clearly:
Congratulations! Thank you for purchasing asphaltic shingles and/or accessories from GAF, North America’s largest roofing manufacturer — your best choice. While many factors
can affect how long your shingles and accessories will last, this GAF Shingle & Accessory Limited Warranty ... | customer_resources |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Claim Filing Information Sheet document? | This document covers:
Claim Filing Information Sheet
You should use this information to prep the HO – Use a blank note on your iPad
HO: “I’d like to file a claim for hail [and wind] damage” (never only wind)
Insurance: “What was damaged?”
Roof
Downspouts
Gutters
Window Wraps
Siding
Etc.
Date of loss... | sales_scripts |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Maryland Exterior Wrap Code R703 document? | This document covers:
The 2018 IRC
Chapter 7 Wall Covering
R703.1 General. Exterior walls shall provide the building with a weather-resistant exterior wall envelope. The exterior wall envelope shall include flashing as described in Section R703.4.
R703.1.1 Water resistance. The exterior wall envelope shall be desi... | insurance_arguments |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Adjuster_Inspector Information Sheet1 document? | This document covers:
Name Insurance/Inspection Company Inspector or Adjuster? Hover required? (Y/N) Mark roof prior? (Y/N) Notes on Adjuster/Inspector
Christian Ballester USAA/Progressive/Liberty Adjuster Y Y Always looking to buy. Appreciates when the roof/siding/exterior is already marked up. Get Hover ESX file so ... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | Write an email for photo report | Here's an effective email you can customize:
Photo Report Argument to Send to Adjuster/Insurance
Send to Adjuster/Insurance and CC the customer
CC or BCC Reese if needed
PLEASE DO NOT JUST COPY AND PASTE, PLEASE REVIEW SECTIONS TO BE CHANGED, REMOVED, OR ADDED (i.e., THE USE OF ‘AND/OR’)
PLEASE EDIT THE INFO TO ... | email_templates |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Maryland Insurance Administration Matching Requirement 3 document? | This document covers:
Maryland-Unfair Claim Settlement Practices
Maryland Code
Insurance
TITLE 27. UNFAIR TRADE PRACTIC ES AND OTHER PROHIBITED
PRACTICES
SUBTITLE 3. UNFAIR CLAIM SETTLEMENT PRACTICES
§ 27-301. Intent and effect of subtitle.
(a) Intent of subtitle.- The intent of this s ubtitle is to p... | insurance_arguments |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | When do I use the SP Exclusion Form? | Use this form when:
GAF Silver Pledge™
Limited Warranty # _______________
Exclusions From Warranty Coverage
OWNER’S NAME: __________________________________________________________________________________________________ PHONE #: ___________________
STREET, CITY, STATE/PROVINCE/TERRITORY:
_________________________... | customer_resources |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What should I say during inspection and post inspection .docx? | Here's a natural approach for inspection and post inspection .docx:
Inspection and Post-Inspection
Inspection - Ideal photo progression
§Mailbox/House Number
§Overview of House
§Front Elevation Collateral
§Damage to screens, gutters, downspouts, siding
§Right Elevation Collateral
§Damage to screens, ... | sales_scripts |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | How do I handle claim filing information sheet? | This is a common situation. Here's your strategy:
Claim Filing Information Sheet
You should use this information to prep the HO – Use a blank note on your iPad
HO: “I’d like to file a claim for hail [and wind] damage” (never only wind)
Insurance: “What was damaged?”
Roof
Downspouts
Gutters
Window Wraps... | sales_scripts |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | Explain Silver Pledge Warranty Brochure to a homeowner | Here's how to explain this clearly:
1. You MUST install a full roof; roofs installed on
portions of buildings (such as half a roof on a
duplex structure) do not qualify.
2. Your roof MUST be installed by a GAF Master Elite®
Roo/f_ing Contractor.
3. The roof system must NOT be installed over a... | customer_resources |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Emergency Tarp document? | This document covers:
INTEGRITY
QUALITY
SIMPLICITY
Emergency Tarp Agreement Date: ___________________
Customer (s): _____________________________ Pho ne Number (s): _____________________
_____________________________ _________________ ____
Project Add... | agreements |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Knowledge document? | This document covers:
Q601–Q650 – Knowledge Q&A (with Guidance + Next Step)
Q601 – What does GAF say about patching shingles?
Knowledge: GAF Storm Damage Guidelines.pdf states shingles should not be patched because repairs compromise sealant bonds and void warranty.
Guidance: Always cite this when adjuster insists ... | qa_susan |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Sample Photo Report 2 document? | This document covers:
Photo Sheet
The Roof Docs, LLC
2106 Gallows Rd Ste D
Tysons, VA 22182
(703) 239-3738
Shingle: 3 tab / State: VA / Ridge Vent: Shingle-over
2-layers: No / Pipe Jacks: 3 / Power Attic Vents: 1
Satellites: 2
1. House Overview
Date Taken: 08/12/2022
2. House Overview
Date Taken: 08/12/2022
Photo She... | general |
<|begin_of_text|><|start_header_id|>system<|end_header_id|>
You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Estimate Request Template document? | This document covers:
Use this template to Send to the Adjuster/Insurance when requesting a copy of an estimate
PLEASE REVIEW AND MAKE EDITS TO MAKE SURE THIS EMAIL FITS YOUR SPECIFIC SITUATION BEFORE YOU SEND IT
PLEASE ATTACH CLAIM AUTHORIZATION AND MAKE SURE TO INCLUDE CLAIM # IN SUBJECT LINE
EDIT THE INF... | email_templates |
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You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Repair Attempt Template document? | This document covers:
Repair Attempt Argument to Send to Adjuster/Insurance
Send to Adjuster/Insurance and CC the customer
CC or BCC Reese if needed
PLEASE DO NOT JUST COPY AND PASTE, PLEASE REVIEW SECTIONS TO BE CHANGED, REMOVED, OR ADDED (i.e., THE USE OF ‘AND/OR’)
PLEASE EDIT THE INFO TO ALIGN WITH YOUR SPECI... | email_templates |
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You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the RoofER_Top10_CheatSheet_Fixed document? | This document covers:
Roof-ER Top 10 Quick Facts Cheat Sheet
1. Failed Repair = Full Replacement:
If shingles crack/break during manipulation (brittle test), repairs are not possible.
Use Repair Attempt Template.
2. Discontinued Shingles:
Use GAF's discontinued list or iTel to prove repairs cannot be blended.
Mixing o... | general |
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You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Escal document? | This document covers:
Arbitration & Escalation – Q401–Q425
Q401: Carrier says:
“Arbitration isn’t available.”
Short Answer (with source):
Arbitration is available per policy and state insurance law .
Detailed Answer (Training Draft):
To whom it may concern,
You’ve denied arbitration. Per arbitration informat... | qa_susan |
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You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the How to do a Repair Attempt [EXAMPLE] document? | This document covers:
Use email template to Adjuster/Insurance and
CC or BCC Reese and/or Danny if needed
PLEASE DO NOT JUST COPY AND PASTE, PLEASE REVIEW SECTIONS TO BE CHANGED, REMOVED, OR ADDED (i.e., THE USE OF ‘AND/OR’)
Please refer to Sales Operations and Tasks Document for more detailed explanation of how t... | general |
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You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the CERTIFIED_CERTIFICATE document? | This document covers:
Warranties offered
Roof -ER
is a Certified™ Roofing Contractor for GAF
Certified™ status is only offered to about 5% of roofing contractors in North America. Those who have earned this designation have exhibited an uncompromising
commitment t... | licenses_certs |
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You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Generic Partial Template document? | This document covers:
Partial Argument to Send to Adjuster/Insurance
Send to Adjuster/Insurance company with customer CC’d
CC or BCC Reese if needed
PLEASE DO NOT JUST COPY AND PASTE, PLEASE REVIEW SECTIONS TO BE CHANGED, REMOVED, OR ADDED (i.e., THE USE OF ‘AND/OR’)
PLEASE EDIT THE INFO TO ALIGN WITH YOUR SPECI... | email_templates |
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You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | How do I handle roof-er roof & siding claim response packet? | This is a common situation. Here's your strategy:
Roof-ER Roof & Siding Claim Response Packet
This combined packet covers both roof and siding claim responses. Use the applicable section based on the denial/partial situation. Fill in customer/job details, attach photo reports, iTel reports, and supporting documents. ... | general |
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You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Mission, Values, & Commitment document? | This document covers:
Our Culture & Your Commitment
Our Mission:
At Roof-ER, our mission is to hold a fiduciary responsibility to our customers - plain and simple. In an industry known for poor workmanship, lack of communication, and at times, outright deceit; we seek to restore the name of exterior remode... | general |
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You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the Inspection and Post Inspection Script document? | This document covers:
Inspection and Post-Inspection
Inspection - Ideal photo progression
§Mailbox/House Number
§Overview of House
§Front Elevation Collateral
§Damage to screens, gutters, downspouts, siding
§Right Elevation Collateral
§Damage to screens, gutters, downspouts, siding
§Rear Elevation C... | sales_scripts |
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You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the What is a Deductible_ document? | This document covers:
What is a homeowners deductible? - A homeowners insurance deductible is the amount a homeowner must pay out of pocket before their insurance coverage applies. When a claim is approved, the insurance company will cover the total damage cost minus the deductible amount. - The terminology c... | customer_resources |
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You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the GAF Guidelines Template document? | This document covers:
GAF Guidelines Argument to Send to Adjuster/Insurance
Send to Adjuster/Insurance company with customer CC’d
Make sure to attach the document called GAF Storm Damage Recommendation
CC or BCC Reese if needed
PLEASE DO NOT JUST COPY AND PASTE, PLEASE REVIEW SECTIONS TO BE CHANGED, REMOVED, ... | email_templates |
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You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the susan_ai document? | This document covers:
Building Code Requirements – Virginia (Q301–Q325)
Q301: Carrier says:
“Drip edge isn’t required in Virginia.”
Short Answer (with source):
Virginia building code requires drip edge at eaves and rakes .
Detailed Answer (Training Draft):
To whom it may concern,
You’ve denied drip edge inst... | qa_susan |
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You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | What information is in the DMV Blank Contingency document? | This document covers:
SIMPLICITY
QUALITY
INTEGRITY
Insurance Claim Agreement Date: ____________
Customer Name: ___________________________________
Address: __________________________________________
Phone Number(s): __________________________________
Email(s): ______________... | general |
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You are Susan AI, Roof ER's conversational roofing assistant. You respond naturally like Sonnet or GPT - helpful, professional, and conversational. You provide aggressive insurance claim strategies while maintaining a friendly, empathetic tone with sales reps... | Write an email for estimate request | Here's an effective email you can customize:
Use this template to Send to the Adjuster/Insurance when requesting a copy of an estimate
PLEASE REVIEW AND MAKE EDITS TO MAKE SURE THIS EMAIL FITS YOUR SPECIFIC SITUATION BEFORE YOU SEND IT
PLEASE ATTACH CLAIM AUTHORIZATION AND MAKE SURE TO INCLUDE CLAIM # IN SUB... | email_templates |