Case studies
Anonymized at the operator’s request. Numbers are not.
Owner-operated shops
Recent shop · Owner-as-bottleneck → AR 71d → 44d in two quarters
Owner was approving every estimate, riding every Cat 3 job, and personally calling every adjuster on supplements. Classic owner-as-bottleneck — revenue plateaued for 14 months and AR was sitting at 71 days. We spent the …
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Recent shop · Off the program-review watch list in 2 scorecard cycles
60% of volume through Contractor Connection and Alacrity. Scorecard had slipped on cycle time and customer satisfaction over two quarters and they were one notch from program review. Pulled six months of jobs and found t…
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Recent shop · Regional manager review time 8–10 hrs → ~2 hrs/wk
Multi-location across four markets. Already had DASH, CompanyCam, and Xactimate humming, plus a part-time analyst pulling reports. Pain point was scope-of-loss writing — six PMs producing inconsistent narratives, and the…
Read the full breakdownMore case studies publishing through 2026. Want yours considered for an anonymized write-up? Apply for the diagnostic.