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Adapting to the New Insurance Reality in Roofing

📅 March 3, 2026 ⏱️ 45:10 🎤 Jim Ahlin, Nick Royer

Chapters

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  • 0:00
    Understanding Your Policy
    Nick explains the importance of homeowners understanding their insurance policies and deductibles before storm season.
  • 2:08
    Introduction to Nick Royer
    Host Jim Alen introduces Nick Royer, praising his business acumen and customer experience focus, and Nick shares his company's origin story.
  • 7:33
    Adapting to Industry Shifts
    Nick discusses how the roofing industry has changed over 13 years, including higher deductibles and the rise of appraisals for claims.
  • 11:48
    Navigating Denials and Appraisals
    Nick describes the current reality of claim denials and the necessity of the appraisal process, emphasizing client education and trust.
  • 22:09
    Setting Customer Expectations
    Nick explains his approach to managing homeowner expectations, stressing transparency about policy details and potential out-of-pocket costs.
  • 26:42
    Training Sales Team
    Nick shares how he trains his sales team to have honest, direct conversations with clients, drawing from his own field experiences.
  • 37:25
    Owner Involvement & Industry Changes
    Nick discusses the importance of an owner's involvement in the field for adapting to industry changes and the increasing complexity of roofing knowledge required.
  • 48:42
    Leveraging Friends & Family for Business
    Nick highlights the often-overlooked value of starting with friends, family, and neighbors for new sales reps to build their book of business.
  • 58:15
    Professionalism and Work Ethic
    Nick emphasizes the importance of professionalism, integrity, and dressing well as key differentiators in the roofing industry.
  • 1:04:07
    Continuous Improvement Mindset
    Nick talks about the company's continuous improvement mindset, focusing on getting better rather than dwelling on past successes.

Speakers

J
Jim Ahlin
Host
N
Nick Royer
New View Roofing

Key Takeaways

Educate homeowners thoroughly on their insurance policies, including deductibles and exclusions, before engaging with insurers to manage expectations and build trust.

Be transparent about potential challenges, such as claim denials or the need for appraisals; this honesty builds rapport and credibility, leading to more referrals.

Maintain active owner involvement in sales and operations to stay abreast of industry changes and effectively train and mentor your team.

Cultivate a strong internal culture by sharing real-world experiences and solutions, fostering a collaborative environment where all team members contribute to problem-solving.

Prioritize recruiting and training sales staff who demonstrate strong character, discipline, and the ability to build genuine relationships, rather than just chasing sales numbers.

Leverage existing networks (friends, family, neighbors) as a foundational source for new business, especially for new sales representatives, as these relationships often offer a higher degree of trust and grace.

Emphasize professionalism in appearance and conduct; in a competitive market, a polished presentation can significantly differentiate your company and instill confidence in clients.

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