How a multi-location contractor improved insurance workflows and increased lead capacity by 10% with Eagleview One™

An exterior contractor serving several Midwest regional markets enabled sales and insurance teams to operate with greater speed, efficiency, and confidence using Eagleview One.

Background
At a Glance

10%

Increase in lead capacity upon making the switch to EV

  • Rapidly growing, multi-location exterior contractor
  • 40+ years in roofing and siding, across regional markets in the Midwest United States.
  • Roughly 80% of revenue is driven by roofing, and 20% from siding
  • Expanding to support new licensing requirements and growth opportunities

A significant share of projects are tied to insurance-related restoration work, requiring the business to balance high-volume sales activity with the speed, accuracy, and documentation demands of insurance workflows at scale.

Challenges

Prior to selecting Eagleview One, the contractor relied on multiple providers for measurements and estimating—adding complexity and slowing estimate generation.

  • Fragmented workflows: Multiple platforms made it difficult to maintain consistency across teams and locations.
  • Inefficient processes: Measurement tools required extra steps, slowing estimates, reducing field productivity, and extending the sales cycle.
  • Insurance delays: Solution limitations created friction in insurance workflows, leading to longer cycle times, claim delays, and stakeholder pushback.
  • Support & integration gaps: Slow vendor support and limited CRM integration impacted overall operational efficiency.

As a result, leadership sought to consolidate tools into a more unified solution—one that could streamline operations, accelerate sales cycles, and better support the demands of insurance-driven projects.

Solution

The contractor selected Eagleview One to enhance its measurement and estimating workflows, enabling a more efficient and scalable operating model.

Eagleview One stood out across several key areas:

  • Aligned commercial model: Subscription structure that supports high, recurring bid volume
  • Workflow efficiency: Accurate measurements delivered directly into existing systems, reducing manual steps and improving overall process speed
  • Service-line coverage: Support for both roofing and siding, aligning with the company’s core business mix
  • Insurance-ready capabilities: Speed, accuracy, and credibility tailored to the demands of insurance-related projects
  • Seamless integration: Alignment with existing CRM and operational systems, enabling continuity within established workflows
  • Faster turnaround times: Reduced delays, allowing teams to move opportunities forward more efficiently
  • Discounted, predictable monthly subscription. Cut costs and eliminated the hassle of managing multiple vendor invoices

By implementing Eagleview One, the contractor improved consistency across locations while enabling both sales and insurance teams to operate with greater speed, efficiency, and confidence.

Results

With Eagleview One, the contractor has begun to establish a more connected, efficient operating model that better supports growth across its business—including a 10% increase in lead capacity driven by faster turnaround times and fewer process bottlenecks.

Key outcomes include:

  • Progress toward a one-stop close: Helping sales teams work more efficiently
  • Faster insurance workflows: Reducing delays and friction
  • Greater operational consistency: Standardized processes across offices
  • Unified service-line support: Roofing and siding within one solution
  • Improved system alignment: Better integration with existing CRM

For this contractor, Eagleview One offered a way to simplify operations, improve insurance responsiveness, and create a stronger foundation for scale.

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