The problem wasn’t getting a job scoped. It was waiting for the estimate to come back, then waiting again when anything changed.
01 / THE STORYThe job went back into the queue
A rep scoped the work and handed it to the estimation team. A first pass took two or three days. If the carrier or homeowner wanted revisions, the job went back through the same process.
With XBuild, the team completes an estimate in less than 15 minutes and builds a proposal in under five. Photo documentation is assembled with the package, rather than becoming another manual step.
02 / THE STORY236 line items. None typed by hand.
On a condo association bid, the scope ran to 236 line items. Will Valencia pulled the scope directly into XBuild rather than entering each item himself. He estimates that avoided roughly three days of manual work on that job.
The same workflow gives the team room to revise. Will can break a proposal scope down by elevation, price siding options side by side and rebuild a proposal around what the homeowner needs.
“236 line items and we didn’t have to type a single one in. That alone saved us three days on that job.”
03 / THE STORYFinding what the first scope left out
Curtis Bernard uses XBuild to examine the carrier scope and policy, identify missing coverage and build the documentation for the next conversation. On one claim, he secured about $20,000 in additional coverage that the initial scope missed.
Across thirteen claims in his first fifteen days using XBuild, the case study reports $395,121 in additional coverage. The work crossed five carriers. The value came from examining the details and assembling a stronger case, not just writing faster.
04 / THE STORYInsurance Estimate detail. Proposal flexibility.
The team moves between Insurance Estimates and Proposals in the same workflow. Will describes two retail jobs sold and signed at $50,000 and $21,000, with scopes tailored to the customer’s needs.
For three estimators, the practical change is simple: less time waiting for paperwork, more time working with homeowners and carriers. A revision is another step forward, not another trip to the back of the queue.
Scope the job. Wait two or three days. Queue the revisions again.
Build the estimate in less than 15 minutes. Revise without the round trip.
