End Of Year Supplementing Tips – Greg Marthaler – Troy Clymer

People, processes, and systems (P3) is the great differentiator — contractors who dialed these in thrived in 2020 while those who didn't scrambled.

Submit complete files upfront: have your standard set of required items (e.g., all six, including the EagleView) ready before sending, to eliminate back-and-forth email chains and double work.

Outsourcing supplementing takes the administrative burden off your team so they can focus on selling, building, and billing — without owning the overhead of an in-house department early on.

It's not fire-and-forget — there's a feedback loop; free up your office manager's time for higher-value work like customer follow-ups, referrals, and video testimonials.

Reframe supplementing as auditing claims and 'speaking insurance' to make sure you're paid for all the work you do — supplement companies are not public adjusters and don't talk policy.

The best supplementer is always an educated customer — invest in learning (e.g., virtual master classes) so you understand the process, whether you supplement in-house, hybrid, or externally.

In Q4, be a strategic obstacle remover: step back to find the clog in your operation, and of every 50 work hours spend 5 thinking and 45 doing.

Set client expectations for the October-March winter window, begin 2021 planning with a SWOT analysis, and aggressively manage AR — even closing profitable files early to inject cash flow before the first snow.