Every job file leaves your office with the evidence already checked

Insurance restoration offices lose hours to the pile, not the work. Carrier estimates, scope sheets, moisture readings, completion photos, change orders — and one person who knows exactly which documents a file still needs before it can go to the adjuster. That checklist usually lives in someone's head, in a spreadsheet nobody has audited since last year, or in a job-management template that was never written down.

In a hands-on Zati workshop, you build that checklist into named AI workers. You bring one approved job-file export and your checklist. You leave with a missing-evidence list you can open, read and correct — and the ability to run the next one yourself.

Book your free 30-minute discovery call

Start with the checklist you already keep

Your documentation software stays the record of the job. Nothing here replaces Xactimate, your field-capture app or your job-management system. What we build sits around material you approve for export: named workers with defined responsibilities, a visible handoff, and a final list your operations lead reviews before anyone touches a carrier.

The first workflow is narrow and useful. Input: an approved job-file export plus the checklist you already use. Output: a list of missing items, each with the job reference, the source that was checked, what remains uncertain, and the role that can resolve it.

Free 30-minute audit, report and redesign preview

Your first conversation with David is free. You receive an audit of your website's SEO, AEO and GEO, a preview of how a redesign could look, and a demo of what we could build for a restoration office. Bring your website and one workflow. You keep the audit report, the redesign preview and the demo notes whether or not you book a workshop. No strings attached.

What we build with you

A website carriers, adjusters and agents can find and understand

Restoration buyers search by city, by loss type and by service. We work on your technical SEO, service pages, mobile experience and contact path so a homeowner or agent reaches a human quickly. AEO and GEO work makes your business information, service areas and licensing details easier for answer engines to access and interpret. We redesign the agreed pages with you and show you how to update them, so the next improvement does not become another development project.

An xAI voice agent for the calls that fill the gap

When a policyholder calls after a leak, your office is busy. We set up an xAI voice agent around your business information, common questions and the details you need from callers — claim reference, loss type, address, urgency. We work through the call flow together and test what happens when the agent needs a person. We agree on any booking, quotation, transfer or connected-tool action before including it. Your business decides what can be handled automatically and what needs your confirmation.

An AI-worker organization with clear responsibilities

We design the roles, instructions, context and handoffs using Zati, Muse or GrokBot where the selected platform suits the work. For a restoration file, that typically means three workers with different vocabularies:

Intake worker. Receives the approved export and the checklist, normalizes room and area labels, and flags where two documents describe the same space differently — "kitchen" versus "Kitchen — Level 2."
Evidence worker. For each required document, returns present, missing or unreadable, with the reference used to decide.
Review worker. Checks the finished list against your brief, removes anything not supported by the supplied material, and confirms every remaining item is genuinely open.

We also create maintenance workers for SEO, AEO and GEO: review pages, identify gaps, suggest updates and prepare changes for your review.

The skills to keep it working

You do the work alongside David. Practice changing information, reviewing a worker's output, spotting a mistake and making the next improvement yourself. You finish operating the agreed setup and explaining how to maintain it. You keep your accounts, the operating guidance and a practical routine for checking and improving the work.

One prospective workflow, tested together

Here is the shape of a first session, described as a proposal rather than a promise. Take a completed water-damage file you have already chased. We define the export, the required document list and the review point. You watch the workers produce a missing-evidence list for that file. You decide which gaps block submission to the carrier and which can wait. You leave knowing whether this is worth running on the next file.

That decision stays with your people. Preparation and drafting can be configured as recurring work with limits you set. Scope, site facts, readiness and anything sent to a carrier or adjuster remain with your project team.

Choose the workshop depth that fits

Practice asking workers for tasks, reviewing their work and improving instructions through conversation.

Each package has a written scope and quote, agreed on the call. Longer workshops give us room to connect more of the business and practice more deeply.

2 hours. Focus on one agreed improvement or one worker, with hands-on practice and clear next steps.
4 hours. Work through a focused workflow and its maintenance routine, with time to test and repeat the changes yourself.
8 hours. Develop a broader setup across the agreed website, voice or worker tasks, with more practice on how the pieces fit.
16 hours. Connect several agreed parts of the business and build confidence operating, checking and improving the setup.
32 hours. Take on a deeper, multi-workflow programme with time for implementation, repeated practice and a more extensive operating playbook.

Hosting is optional and separate. If you want free website hosting, we help set it up and show you how to manage it; you can also keep a suitable existing host. Domain renewals, phone and AI usage, and any paid software remain separate costs, and we identify them before the workshop.

Questions we usually start with

Does this replace our documentation software?

No. Your field-capture, estimating and job-management applications keep their records and their rules. We organize workers, conversations, tasks, files and reviews around material you approve for export.

What does a worker need to start?

One recurring preparation task, an example of its inputs, and the result you would accept. We shape the assignments and review steps around that on the call.

Can you guarantee rankings or AI citations?

No. We improve the agreed pages and create a maintenance process. Search and answer engines determine their own results.

Does the agent make scope or coverage decisions?

No. Coverage interpretation, estimating decisions and anything submitted to a carrier remain decisions by your qualified staff.

How much of this runs without us?

Preparation and drafting can be configured as recurring work with limits you set. Approval of submissions, adjuster contact and scope decisions stay human, by design.

Bring one job file to the call

Pick a file you have chased before. We will map the inputs, the checklist, the workers and the point where you take the decision back.

Book your free 30-minute call. Questions before then: david@sire.run.