Strategic Alliances


Balance Roof Insurance Claims

Industry CRM & Software

The Sales Rabbit cloud-based platform and app is the best sales tool for roofing companies! The team at Sales Rabbit understands how difficult it is to keep track of leads, success rates of individual sales reps, and roofing assignments. With their software, managers can quickly map out exactly where storms have hit, and delegate those areas to their sales reps or repair teams.

Empowering backend operations in two of the fastest growing contract industries. SOLO is changing the speed, accuracy, and scalability of solar and roofing sales teams across the United States.

Acculynx is the roofing industry’s first software application designed to help contractors manage and grow their business. It’s packed with powerful and easy-to-use tools built to streamline your process, grow your profits and help you provide superior customer service. With AccuLynx, roofing companies can manage every aspect of the business from one application.

JobNimbus is a CRM (lead and customer management) and project management solution made simple. Manage your contacts, jobs, tasks, documents, and photos from the cloud. Get organized and save time with a simple, effective and proven solution.

Photos are everything when it comes to maximizing insurance claim profits. CompanyCam allows your team to snap smart photos in the field that automatically connect themselves to the right project (using GPS) and instantly sync back to the office. No more emailing, texting photos, and organizing folders. Plus, the real-time project feed enables your team to see the current progress at each job site, no matter where they are.

iRoofing is a powerful mobile app available for Apple® iOS and Android™ devices that provides roofers with the tools to win more customers and boost sales. The app is designed with roofing contractors’ needs in mind, providing the most advanced features in the industry which help solve the many challenging hurdles to closing a sale. With iRoofing, you can effectively close more sales in less time and make more money.

Advanced Claims Technologies Inc (ACT) provides a variety of accurate, cost effective custom aerial measurement and address-specific reports, and enables easy order via the Mobile ACT application. Custom features include PDF report and ESX or XML file to import, PDF full estimate report, PDF rapid roof sq ft report, PDF address specific hail report, PDF imagery report including high definition or thermal drone photos.

HailTrace is a weather consulting company that uses meteorologists to track and analyze every hail storm in real time across the United States, Canada, and Australia. HailTrace is the most credible, popular and accurate hail mapping application in the world.

Training, Consulting & Professional Services

Breakthrough Academy (BTA) believes that honest, hardworking entrepreneurs in the trades deserve success, both within their business and within their lifestyle. We provide smart and innovative solutions for trades business owners, including business skills, systems, coaching, and the community necessary to become balanced and thriving entrepreneurs. BTA members enjoy increased profits, better work-life balance, and the freedom to live the lives they envisioned for themselves. Learn more at

Check out the BTA headliner video here: Watch Video

Whether it is 1-on-1 coaching for companies, individual training camps, a membership to sales training, or one of their LIVE weekly events, ContractorCoachPro’s purpose is to coach contractors to WIN! Get the training you need when you need it.

Art of the Supplement is the roofing industries’ premier supplement and insurance process training program. Created and taught by John Dye. John is the foremost expert in integrating the correct procedures to properly handle residential exterior insurance restoration projects. Art of the Supplement has built a Custom Training option exclusively for Balance Claims clients. These trainings incorporate the latest data provided by Balance Claims, to help contractors pinpoint specific areas of concern through the process and address them in a personal setting. The Art of the Supplement exclusively recommends Balance Claims as its outsourcing partner.

The goal of the XM8 Mastery training program is to train restoration contractors how to maximize insurance supplements and use Xactimate as a negotiation tool with adjusters. XM8 Mastery goes beyond the basic technical training for simply using the software for day to day estimating and shows you step-by-step how to master the program as a contractor to make sure you are building comprehensive estimates that capitalize on every possible line item opportunity.

Strategic Response Partners is a rapid response team of experts specializing in disaster preparedness, response and property restoration resulting from fire, water, wind, hail, storm damage, and other event driven disasters providing complete disaster project management for residential, commercial, industrial, institutional and historical properties.

Higgs Professional Consulting, was created to help construction and restoration companies with production.  We offer production training to your existing staff, if you don’t have a production manager we have a unique solution for that as well.  Nathan Higgs has had a successful career in production and business ownership.  Nathan has a vast amount of construction and restoration knowledge, he is on a mission to help companies grow, create new process to help streamline their organization.  Whether you are just starting out or have been in business for years we have knowledge and experience to help you.

Sales Transformation Group, Inc. (STG) helps growth-minded trade contractors who are frustrated with inconsistent revenue performance. They’ve helped thousands of contracting firms with inconsistencies in their sales efforts and a “bid it and forget it” mindset. This raises the quality and consistency of pipeline generation and replaces the reliance on “bid work” to higher margin B2B and high-end B2C accounts to grow your business. Founded by Ryan Groth, the STG carries a powerful message on relational sales and a proven system to help contractors build a powerful team. They can help you step into predictable growth and freedom.

Legal & Public Adjusting

At McClenny Moseley & Associates, the goal is to utilize their nationwide practice and catastrophe experience to make insurance companies uphold their contractual promises to policyholders. Whether your residential or commercial property has suffered through a fire, hailstorm, vandalism, or hurricane, we are here to fight for you. For more information visit

Daly & Black, P.C.: Is a premier first-party insurance litigation boutique, handling claims for ordinary people and businesses, when insurance companies wrongfully delay, deny, or underpay legitimate claims. Consultations are free, and they always bet on their own results – meaning you only pay us if they win your case, and you will never be billed for time or expense.

Premier Claims is a nationally licensed public adjusting firm. Our expertise in hail, wind, and fire has helped policy holders, contractors, multi-property owners, banks, commercial asset management firms and investors navigate the insurance claim process to aid in just recovery. Our goal is to create a symbiotic relationship between the policy holder, public adjuster, and contractor to ensure a fully restored structure. For Questions call 877-219-0049. Visit our website at:

CMA is a disaster recovery and loss consulting organization focused on the principles of maximizing and expediting our clients´ financial recovery from property losses and insurance claims.  CMA offers a network of public adjusters with over 25 years of practical experience. We have established ourselves as a premier public adjusting firm providing leading public adjusting & appraisal services representing homeowners and businesses. CMA is well established in two areas of expertise: Business loss adjusting and disaster recovery adjusting. These two areas of adjusting link seamlessly to deliver the total Public Adjuster Solution. Our approach to insurance adjusting is what makes us unique. CMA is a team of seasoned business professionals who understand the need for quick recovery after a catastrophe. Visit us for a free consultation here:

C3 Group, Inc. is a Claims & Construction Consulting firm based out of Denver Colorado. They provide services throughout the United States. C3 Group has a fully capable staff attorney with decades of experience in property damage claims.

Paramount Adjusters is one of the world’s leading public adjusting companies. They focus on being the best in terms of customer service, employee talent, and consistent recovery results. You can learn more by visiting their website at

Whetstone Legal, LLC The Roof Lawyer™, provides legal services for the restoration industry, and is primarily focused on insurance law to help policy holders all over Ohio. While Steve is known as Ohio’s Roof Lawyer within the insurance restoration industry, the firm also handles a broad spectrum of legal issues for its allies and existing customers. Those services range from drafting and reviewing contracts to advising on regulatory matters. In addition, the firm helps protect Ohio consumers through pursuing class actions against large corporations. And as a Thornville, Ohio general practice firm, the firm regularly helps local residents with anything from their estate planning to their small business needs.

Manufacturers, Suppliers & Products

Atlas Roofing Corporation is an innovative, customer-oriented manufacturer of residential and commercial building materials. Atlas has grown from a single shingle- manufacturing plant into an industry leader with 24 facilities across North America. Join the Asphalt Life Community and build your business offering shingles with Scotchgard™ Protector by 3M, the HOLMES Approved asphalt shingle product on the market. For more information, visit Stay connected with us on, Facebook, Twitter, Instagram, and YouTube.

Beacon Roofing Supply, Inc. is one of the largest distributors of residential and non-residential roofing and complementary building products in North America. Beacon currently operates over 500 locations in 50 U.S. states and 6 Canadian provinces. We are known throughout the building supply industry for having quality people, quality service and quality building products.

The 3-tiered Catch-All system was developed by roofers for roofers to solve common roofing problems and improve the customer experience. The Catch All covers the entire job site and combines gutter protection, landscape protection and vertical chutes. It is also able to be branded to provide a great marketing presence for your company.

Estimating, Measurement & Advanced Technology

Matterport offers a quick, easy and affordable way to fully document both the damage to a property as well as that property’s physical dimensions.

Panton is a UAV roof inspection platform bringing machine learning and artificial intelligence into the roofing industry. With drone-acquired imagery, Panton analyzes roof conditions and delivers detailed damage detection, measurement, and estimate reports. Our business platform enables contractors to conduct daily operations more efficiently, timely, and intelligently.  To learn more about Panton, visit

EagleView Pictometry provides detailed, fast, and accurate measurements for roofing, siding, and solar projects.

Xactimate is an easy-to-use, comprehensive software solution for property claims. With Xactimate, estimating a project is easier and more streamlined.

Scope Technologies® delivers aerial measurement reports and services for contractors, engineers and insurance adjusters. Their aerial imagery and proprietary software deliver accurate, cost-effective measurement reports that compile essential measurements and images.

RoofScope® is an accurate, user-friendly and cost-effective provider of aerial roof measurement reports. Their roof measurement reports are drafted by expert CAD technicians, reviewed by a quality assurance professional and delivered in a clean, detailed yet condensed 2-page report.

Marketing & Advertising

Iconic Digital Agency is Balance’s preferred marketing firm. Our team uses Iconic as a complete, outsourced marketing solution for our company. Our web design, logo design and so much more were created by this team.

No Time for Social is a social media marketing agency based in Austin, TX. Their social media marketing services allow you to focus on your business with the assurance that your social media strategy is executed professionally.

AnythingWeather is a full-service weather and data company. HailWATCH allows roofing, insurance and adjusting companies to make smarter decisions when it comes to tracking, mapping and analyzing storms. HailWATCH offers direct mail and other marketing services to not only get clients into the right spot but to make the phone ring with high-quality leads.

Broadly’s customer engagement platform helps contractors manage leads, communicate with modern consumers, and generate online reviews.

A Proactive Way to Get More Referrals, More Often. Getting customers to give you referrals is now easier thanks to our one-of-a-kind referral software. We combine an integrated dashboard that manages your leads and communications, with an engaging, branded referral app that makes it easier for your customers to actively refer you, and be rewarded quickly for their effort.

RCM is a comprehensive digital marketing company specifically for roofing contractors. Our expertise is in building strong, recognized and visible local roofing company brands online that give our clients a long term advantage in their markets. We take the internet marketing challenge off the plate of the business owner, developing and managing all the moving parts with our in-house digital marketing teams. Our clients work with us for years, not months, to establish and then grow their local businesses for the long term. We offer a free comprehensive initial analysis of your online presence to discover where you are and then we help you build your company brand to get you to where you want to be. Call 888-474-7276 for a free initial consultation.

Banking & Financial Services

iink Endorsements is the smart solution for homeowners, contractors, public adjusters, and attorneys that require mortgage endorsements for their insurance claim checks. iink’s user-friendly platform simplifies the process while our network of industry professionals handles the headaches for you. Our priority is to always ensure you have “endorsements made easy”.

Hearth is a contractor-first, no-hassle financing partner that doesn’t charge dealer fees when your customers find a loan. With our impeccable customer service and easy-to-use product, you can stop letting financing get in the way of closing more deals and growing your business.

Organizations & Non-Profits

What is the Catalyst Group?
We are an alliance of like-minded vendors serving the contracting industry. The group is made up of companies that have a proven track record of providing some of the best products, services and customer care to our respective customer bases.
This group is a “Do It Right” alliance industry think tank with the goal of collaborating and sharing ideas and solutions together with the contracting industry. The aim is to increase marketplace capabilities and help to drive business in this industry to new heights!
The Catalyst Group is structured as a 501C6 non-profit corporation. We are self-funded by our vendor members and free for contractors.

The American Policyholder Association is a nonprofit 501c4 watchdog organization that promotes integrity, honesty and best practices in the property loss adjustment sector of the insurance industry.
The APA is comprised of property owner policyholders, nonprofit organizations, and advocates who’s mission it is to provide aid to property owners seeking benefits at the time of loss. Balance Claims ownership are Board Advisor members to the APA and our Managers are Professional Members. Balance Claims wants to encourage ALL of our clients to join the American Policyholder Association & we offer a rebate back to all clients the cost of their annual professional membership in full! $985 annually for your professional membership with the #APA. This rebate will be issued as a credit for invoiced services in the amount of $84 per month the full cost of professional membership credited to your Balance Services invoice monthly. Get signed up and let us know to gain your rebate for APA professional Membership!