Collecting claim details once, automatically, during the call — not by chasing the customer down later.
Roofing insurance capture is the automated collection of insurance carrier name, claim number, and adjuster name and contact information during a storm or hail damage call. It triggers only on calls that match damage patterns — never asked on non-damage calls — so callers aren’t hit with insurance questions when they’re calling about a routine inspection or estimate.
The AI identifies storm, hail, and wind-damage calls through triage. Once the damage pattern is confirmed, it asks naturally — once — for the insurance carrier, claim number, and adjuster contact. That data is captured and attached to the call record immediately. If the caller hasn’t filed a claim yet and doesn’t have the information, Night Watch notes that in the record and does not ask again in the same call.
Roofing contractors typically collect insurance details on a second or third touchpoint — a callback, a site visit, an email chain. Every step between initial call and claim data capture is friction and leakage. Capturing it on the first call shortens the sales and job-start cycle. It also signals professionalism: the contractor’s system knew to ask, and the caller didn’t have to be called back twice to hand over information they had in front of them when they first picked up the phone.
Insurance capture is built into the roofing triage logic. It fires on storm, hail, and wind damage calls. It never triggers on maintenance, inspection, or general inquiry calls. The carrier, claim number, and adjuster fields are populated as structured data in the Calls Dashboard — not buried in a transcript. Included in the Pilot bundle and the Night Watch base plan; not a paid add-on.