Insurance Supplement & Adjuster Negotiation for HVAC Company Owners with ServiceTitan
Run insurance supplement & adjuster negotiation on autopilot inside ServiceTitan.
The Problem
Residential & Light Commercial HVAC insurance claims (especially storm/restoration roofing) get paid 30–60% of full scope on first issue — supplements recover the rest, but the adjuster correspondence is brutal.
What We Build in ServiceTitan
AI drafts the supplement package against ServiceTitan scope and Xactimate pricing, builds the photographic backup, and handles adjuster correspondence — supplement recovery rate climbs from 50% to 90%+. Purpose-built for teams running ServiceTitan — uses the native API or agent integration so nothing leaves the system of record.
ServiceTitan Integration Approach
Audit your ServiceTitan configuration
We map the specific ServiceTitan objects, custom fields, and workflows the automation needs to touch for your residential & light commercial hvac practice.
Build on the ServiceTitan API or agent
Integration happens inside ServiceTitan — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in ServiceTitan with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this insurance supplement & adjuster negotiation automation work natively in ServiceTitan?+
Yes — we build directly on ServiceTitan's API or agent integration. Your data stays in ServiceTitan, your hvac company owners keep the same login and UI, and there's no parallel system for the team to learn.
What ServiceTitan configuration do we need before deployment?+
We work with your existing ServiceTitan setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for residential & light commercial hvac teams.
Can ServiceTitan handle insurance supplement & adjuster negotiation on its own?+
ServiceTitan handles configuration; AI handles judgment. Native ServiceTitan workflows route deterministic tasks; our automation layer adds the AI judgment ServiceTitan doesn't ship out of the box — document classification, exception triage, drafting.
Is ServiceTitan the right tool for insurance supplement & adjuster negotiation for hvac company owners?+
ServiceTitan is widely used among residential & light commercial hvac teams precisely because of its data model around insurance supplement & adjuster negotiation. We've deployed this workflow on ServiceTitan for similar firms and the integration is well-trodden.
What's the typical ROI of insurance supplement & adjuster negotiation automation in ServiceTitan?+
For residential & light commercial hvac firms running ServiceTitan, automation typically pays back inside the first quarter — measured against the loaded cost of the hvac company owner hours absorbed. Higher volumes deploy faster.
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See this running in your ServiceTitan instance
30-minute call. We'll look at your actual ServiceTitan setup and show exactly how this workflow fits.