214 Elm St, Berwyn
Phase:Client: Maria Santos · Claim #ST-88213 · Insurer: State Farm
Client Contact
Maria Santos
(708) 555-0142
Signed Contract
Aug 22, 2026
Blue Point Agreement
Current Phase
Next Action Due
Review estimate scope
Due TodayInspection Scheduling Countdown
Signed Blueprint contract submitted to office
A reminder notice has been automatically generated on the dashboard to follow up with the office immediately to book the adjuster inspection.
Official insurance inspection is booked with the carrier adjuster.
7-Day Office Follow-Up Window
Inspection completed on 09/03/2026. Follow-up task created to request the official estimate from the office within 7 days.
Review the official insurance estimate. There are 3 possible results:
Weekly Office & Client Follow-Up Loop
For declined or partial claims returned to the office, two mandatory recurring weekly tasks are active:
- Task 1: Follow up with office on a weekly basis to check insurance appeal/supplement status.
- Task 2: Provide weekly status update call/SMS to the client so they are never uninformed.
Blue Point Adjusting Phase Completed
The insurance claim scope has been 100% approved. Ready to proceed into the Empire Renovation construction phase.
Total Insurance Approved Amount: $16,840.00
Includes main roof, garage roof supplement, and gutters.
Meet with the client to finalize work details and sign the Empire contract.
Multi-Job Trade Scheduling
Track and schedule each trade independently (Roof, Siding, Gutters, Interior, Awnings). Follow up after each trade.
Sep 18, 2026
Within 48h arrival window
Sep 21, 2026
Following roof completion
Post-Roof Call
Inspect quality & notify next trade
Insurance Checks & Mortgage Endorsements
Log 1st and 2nd checks, amounts, photos, and mortgage company endorsements.
Check #1 ($6,800.00) is with Chase Mortgage
Sent out for mortgage bank endorsement on 09/09. Must follow up weekly until returned.
All construction trades are complete. Hand off to office for final billing:
Final closing appointment with the homeowner:
Project Completed & File Closed
Both Blue Point Adjusting and Empire Renovation workflows are 100% completed, verified, and settled.
Create New Notice or Task
Notices act as your chronological timeline of events and future reminders with markdown formatting.
Timeline & Tasks History
Empire Renovation Trade Schedule
Each trade option (roof, siding, gutters, interior, awnings) has its own timeline and post-completion follow-up.
| Trade Option | Scheduled Date | Crew / Sub | Status | Client Follow-Up | Notes |
|---|---|---|---|---|---|
Insurance Checks Ledger & Floating Check Tracking
Record check amounts, photo receipt placeholders, and mortgage bank endorsement statuses.
| Check Description | Amount | Dates (Issued / Collected) | Mortgage Status | Check Photo | Notes |
|---|---|---|---|---|---|
|
Issued:
Collected:
|
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Was this claim initiated through a referral?
Referral fees are paid when the claim and job reach the appropriate stage.