FastEstimate Sales Playbook

Volume + context

• "How many wind/hail claims does your team handle in a typical year?"
• "What's your current average cycle time from FNOL to payment on a W/H claim?"
• "What states make up the bulk of your wind/hail book?"

Pain point identification

• "Where in the claims workflow does your team spend the most time today?"
• "How often do W/H claims trigger a supplemental? Roughly what percentage?"
• "What does your best adjuster do differently than your average adjuster?"

Future state

• "If we could compress your inspection-to-payment cycle by 5+ days, what would that unlock for your team?"
• "What does 'success' look like to your VP of Claims on a typical wind/hail claim?"

Decision dynamics

• "Who in your org would champion a pilot of something like this?"
• "Who would need to sign off if we wanted to test it on 50–100 claims?"

The internal Strategic Brief has all the market context, stat cards, and talk tracks you'll lean on during discovery. Do not share with carriers — it's an internal reference.

Open Strategic Brief →

Subject

FastEstimate ROI — your numbers + materials to share with your team

Body

Hi [Name],

Thanks for the time today. As promised, here are the materials we walked through:

→ Live ROI calculator (open + drag the sliders to update for your book):
   https://files.alexgolding.org/fastestimate-roi/

→ Executive summary PDF — easy to forward to your VP / CFO:
   https://files.alexgolding.org/fastestimate-roi/SeekNow_FastEstimate_ROI_Calculator_v1.pdf

→ Full Excel model — for your finance/actuary team if they want to stress-test:
   https://files.alexgolding.org/fastestimate-roi/SeekNow_FastEstimate_ROI_Calculator_v1.xlsx

Quick recap on the scenario we modeled on the call:
- Annual W/H spend: $[X]
- Avg severity: $[X]
- FastEstimate attach rate: [X]%
- Net annual savings: $[X]
- ROI multiple: [X]x
- Net per estimate: ~$[X] (positive from claim #1 — pricing is transactional)

Every number is sourced — methodology tab in the Excel has the URLs.

Open question from our conversation: I'd love to scope a small pilot — 30 mins to align on what would be useful to measure on your book. How does [propose 2-3 specific slots] look?

Thanks,
[Your name]

Subject

Quick pilot proposal — FastEstimate on a slice of your W/H book

Body

Hi [Name],

Following up on the ROI conversation — you mentioned [their specific pain] and the math we walked through showed roughly $[X] in net annual benefit if FastEstimate landed at your projected attach rate.

I'd propose a small pilot to measure those numbers on your actual claims:

- Scope: ~[50-100] wind/hail claims over 90 days
- Adjusters: [4-8] of your W/H adjusters
- States: [their top 1-2 states]
- Pilot pricing: standard $45/use during pilot
- What we ask from you: 3 fields per closed claim (supplemental count, payment date, was-it-reopened) sent as a monthly CSV. No IT integration needed.
- What we measure on our side: 7 operational signals automatically (adoption, cycle time, draft accuracy proxies, adjuster review time, etc.)
- Decision criteria: agreed up front and documented in a 1-page Pilot Charter we sign together

The Charter template is here for your reference — gives you a sense of how we structure success measures:
https://files.alexgolding.org/fastestimate-pilot/01-pilot-charter.pdf

Want to schedule 30 mins next week to walk through the Charter together and lock in the scope? Two slots that work on my end: [propose 2-3 specific times].

Thanks,
[Your name]

Subject

Signed FastEstimate Pilot Charter — [Carrier] × Seek Now

Body

Hi [Name],

Thanks for the time today — great session. Attached is the signed Pilot Charter and completed Baseline Snapshot for our records.

Quick recap:

- Pilot scope: [scope]
- Kickoff: [date]
- Monthly check-ins: [day of month, time]
- Final readout: [date]
- Decision date: [date]

Data exchange:
- You'll send: 3 fields per closed claim (supplemental count, final payment date, was-it-reopened) as monthly CSV to [SN recipient email]
- We'll measure: 7 operational signals automatically + share monthly snapshots

Adjuster onboarding:
- I'll coordinate with [their contact] to schedule training the week of [date]
- Pilot adjusters will receive welcome emails by [date]

Anything I missed? Let me know if you'd like to loop in [exec sponsor] for the kickoff meeting.

Thanks,
[Your name]

Attendees

• Carrier: pilot champion, ops director, all pilot adjusters
• Seek Now: AD, CSM, optionally exec sponsor

Agenda

0:00–0:10  Welcome + introductions
0:10–0:20  Walk the signed Charter (refresh the scoreboard)
0:20–0:35  Workflow walk-through — how an inspection becomes a FastEstimate draft becomes an Xactimate estimate
0:35–0:50  Adjuster Q&A — common workflow questions
0:50–0:55  Monthly cadence + data exchange logistics
0:55–1:00  Next steps + commitments

What you walk away with

• All adjusters trained or scheduled for training
• First inspection routing confirmed
• Monthly sync scheduled (recurring calendar invite sent same day)

Subject

Welcome to the FastEstimate pilot — quick-start info

Body

Hi [Adjuster name],

You've been added to the FastEstimate pilot running [dates]. Quick overview:

What you'll see:
- When you receive a Seek Now wind/hail inspection during the pilot window, a FastEstimate draft will be pre-generated and ready in [system]
- Review the draft, make any adjustments, then export to Xactimate (one click)
- You finalize in Xactimate as you would today

Training:
- [Date/time] — [duration] session with your Seek Now CSM
- Recording will be available afterward

What we're measuring:
- Your usage frequency + review time (no individual performance reporting — aggregate only)
- The draft accuracy (Seek Now-side)
- Downstream supplemental rate (your team confirms monthly)

Questions? Reply to this email or message me directly.

Thanks for being part of this,
[Your name]

0:00–0:05  Quick recap of last month's commitments
0:05–0:15  Walk the interim readout snapshot (PDF on screen)
0:15–0:20  Adjuster signals — who's using FE, who needs a refresher
0:20–0:25  Blockers + open questions
0:25–0:30  Confirm commitments for next 30 days

After the call (same day)

• Send the readout PDF to champion + exec sponsor
• Update the running tracker with new data
• Send any follow-up commitments in writing

Subject

[Carrier] × Seek Now FastEstimate pilot — decision confirmation + next steps

Body (Expand scenario)

Hi [Name],

Thanks for the productive readout meeting. Confirming what we agreed:

Decision: Expand FastEstimate to [scope] starting [date]

Recap of pilot results:
- FastEstimate adoption: [X]%
- Supplemental rate: [baseline] → [pilot] ([delta])
- FNOL → payment cycle: [baseline] → [pilot] ([delta])
- Adjuster engagement: [X]% of pilot team using weekly
- Adjuster qualitative: [headline quote or score]

Next steps:
- Contract amendment for production rollout — Seek Now legal sending [date]
- Production scope: [scope]
- Commercial: $45/use (standard)
- Production kickoff date: [date]
- Day 30 / 60 / 90 production check-ins scheduled

One ask: would your team be willing to be a Seek Now reference customer? A short case study or quote from [exec sponsor] would be hugely valuable as we expand FastEstimate to other carriers — and we'd of course return the favor with priority access to new product features.

Thanks,
[Your name]

Subject

Your first month with FastEstimate — [Carrier name] snapshot

Body

Hi [Name],

Quick check-in on month one of FastEstimate in production for [Carrier]. Here's what we're seeing:

Adoption
- FastEstimate used on [X]% of inspections
- [X] adjusters actively using the tool
- Top user: [Adjuster name] — [X] estimates in 30 days

Speed
- Average inspection → FE draft delivery: [X] minutes (target: < 60 min)
- Average adjuster review time: [X] minutes per draft
- [X]% of drafts exported to Xactimate within 24 hours

Workflow
- Adjuster modification rate: [X]% (lower = draft was accurate)
- [X] structured data points captured across this month's inspections

The next milestone is Day 60 — at that point we'll have early downstream signals on supplemental rates and cycle time. I'll send the next snapshot in 30 days.

Anything you want me to dig into in the meantime? Happy to set up a quick check-in.

Thanks,
[Your name]

Subject

FastEstimate benefits so far — [Carrier] Day 60 snapshot

Body

Hi [Name],

Day 60 update for [Carrier]. The downstream signals are starting to show up — here's what stands out:

The numbers
- Cumulative FastEstimate-assisted estimates: [X]
- Estimated $ saved to date: $[X] (per the ROI model — methodology unchanged from pilot)
- Cycle time delta vs. pre-FE baseline: [X] days faster, on average
- Supplemental rate so far: [baseline]% → [current]% ([X] pt change)

The capacity story
- Adjuster time reclaimed: ~[X] hours this period (= [X] FTE-equivalent capacity)
- Top usage adjuster: [name] — [X] estimates handled
- [X] of [X] eligible adjusters using FE weekly

What's working
- [Carrier-specific qualitative win — 1-2 sentences]

What I'm watching
- [Anything to flag — usage gaps, blockers, etc. — 1-2 sentences]

Day 90 brings the full QBR readout. I'll send that as a formal one-pager and schedule a 30-min call to walk through with you and [exec sponsor name] if useful.

Thanks,
[Your name]

Subject

[Carrier] × FastEstimate — Q1 business review

Body

Hi [Name],

It's been 90 days of FastEstimate in production at [Carrier]. Time for a formal readout.

Attached: the full QBR one-pager — same format as the pilot readouts, just refreshed with 90 days of production data.

Headline numbers:
- FastEstimate-assisted estimates: [X]
- Estimated $ saved (cumulative): $[X]
- Supplemental rate: [baseline]% → [current]% ([X] pt change)
- Adjuster adoption: [X] of [X] eligible adjusters using weekly
- Average cycle time: [X] days faster than pre-FE baseline

What worked
- [bullet]
- [bullet]
- [bullet]

What to watch heading into Q2
- [bullet — usage gaps, expansion ops, new perils, etc.]

Expansion opportunities I see
- [bullet — could be: roll to fire claims, expand states, add adjuster cohort, etc.]

I'd like to schedule a 30-min QBR call with you (and [exec sponsor] if available) in the next two weeks. Two slots that work on my end: [propose 2-3 specific times].

Thanks for a strong first quarter,
[Your name]