The Insurance Agent Edition
A welcome gift your clients will actually keep — with your name and agency on the cover.
When a pipe bursts or a storm hits, the claim goes smoother when the homeowner can prove what they had and what happened. Most people never get ready until it’s too late. Give every client the tool that gets them prepared before the loss — and be the agent they remember at renewal.
Why agents give it
A welcome gift with a shelf life. Not another folder of policy paperwork — a guide they keep and thank you for the day they need it.
Retention & referrals. Clients who feel looked after renew and send their friends. Your brand is on every page.
Prepared clients, smoother claims. Organized photos, receipts, and maintenance records mean fewer frustrated calls to your office when a loss happens.
Two ways to use it
Gift the co-branded Handbook — your name, photo, agency, and a personal note on every copy. Hand it over at binding, at renewal, or as a thank-you for a referral.
Or send clients the free checklist — point them to coachingclaims.com/checklist for the free Adjuster’s Secrets Checklist. No cost to you, and it gets them documenting their home today.
What every client gets: the Property Damage Documentation Checklist, the Homeowner’s Handbook, and shareable client-education videos they can revisit anytime.
Built by Chris Fry, CBF Services. A HAAG-Certified Residential Roof Inspector and mitigation & restoration inspector/estimator with 25 years in the field — from $100-million homes to catastrophe zones. The coach in the homeowner’s corner, not your adjuster.
How co-branding works
1. Buy & add your branding. Your name, agency, contact, and a personal note — about two minutes after checkout.
2. We build your co-branded edition. Your identity on the cover and throughout — digital to send, printable to hand over in person.
3. Give it to every client. One yearly license, unlimited clients — new policies, renewals, referrals.
Educational only. Chris Fry is a HAAG-certified inspector and claims coach — not a public adjuster and not a party to any insurance claim. This material is general education, not legal, insurance, or claims advice on any specific policy or loss, and is not a substitute for the client’s policy.