Can I return this or get a refund?

Because these are instant digital downloads, all sales are final. We don't offer returns, exchanges or refunds, and orders can't be cancelled once the files are available. If a file is damaged, missing or won't open, message us through Etsy and we'll send you a working copy.

How do I get my files after I buy?

Your files are ready as soon as your payment is confirmed. On a computer, go to You > Purchases and reviews on Etsy and click Download Files next to your order. Etsy also emails you a link. Bundles download as .zip files, so unzip them to get the folders. A computer works best, since phones don't always open .zip and .docx files well.

What software do I need?

The templates are Microsoft Word (.docx) files, and six of our tracking and calculator products also include an Excel (.xlsx) workbook. They are built for Microsoft Word and Excel. Other programs such as Google Docs, Pages or LibreOffice may open them, but the layout and formulas can shift, so check your file before you print. Every template comes with a How-To-Use PDF guide.

Can I put my own logo and company information on the templates?

Yes, that's what they're built for. Every template uses sample details for a fictional company, ACME Roof Pros. Swap in your logo, then use Find & Replace (Ctrl+H) to replace the company name, address, phone, email and license number. Each product's How-To-Use guide walks you through it step by step.

Can my whole team use the templates?

Yes. Your purchase covers use inside your own business, so you can brand the templates and use them with your own reps, managers and customers as often as you like. You may not resell, share or give away the template files themselves, or sell them as your own templates.

Are these templates legal advice? Will they work in my state?

No, they are templates, not legal advice. Contract, insurance, licensing and consumer-protection rules vary by state, so have a licensed attorney in your state review any contract, agreement or letter before you use it. Code references point to the model code, so confirm what your local code official has adopted.

Who are the Public Adjuster Tools for?

Licensed public adjusters only. They are not for contractors or anyone working without a public adjuster license. Licensing, contracts, fees and deadlines are set by each state, so the templates leave those items blank for you to complete for your state. Have a licensed attorney in your state review the letters and agreements before use.

Should I buy templates one at a time or in a bundle?

Bundles cost roughly 40% less than buying the same templates one at a time. A few bundles share templates (the Homeowner Handout Set and the Insurance Claim Starter Pack both include the Homeowner Guide to Roof Insurance Claims), so check each bundle's list before buying more than one. The Complete Roofing Business Kit includes all 33 of our original sales, contract and company templates.

Are the names and numbers in the samples real?

No. All names, addresses, phone numbers, license numbers, prices and case facts in the samples are fictitious placeholders for you to replace with your own.

Report this item to Etsy

Price:$24.00

Homeowner O&P Letter Template, Editable Word Doc, Overhead and Profit Request Letter for Roofing Insurance Claims

Name: Homeowner O&P Letter Template, Editable Word Doc, Overhead and Profit Request Letter for Roofing Insurance Claims
Brand: RoofersCoffee
SKU: 4582188183
Price: 24.00 USD
Availability: InStock

RoofersCoffee

You can only make an offer when buying a single item

Highlights

Party decor for gatherings and celebrations
Digital download
Digital file type(s): 1 PDF, 1 other file

A letter the homeowner signs to request overhead and profit (O&P) on their claim, explaining that a general contractor has been hired to coordinate multiple trades.

Editable Microsoft Word template (1 page, US Letter). Your logo, your company name, your terms. Instant download.

WHO IT'S FOR
Homeowners (signers), prepared with help from the sales rep.

WHEN TO USE IT
When the carrier's estimate omits general contractor overhead and profit on a multi-trade claim.

HOW IT WORKS
1. Fill in the homeowner, property and claim details.
2. Review each numbered point with the homeowner.
3. Homeowner signs and dates the letter.
4. Send it to the adjuster with supporting documents.
5. Log it in the CRM and follow up.

TIPS FROM THE FIELD
• Use it only when O&P is genuinely warranted (multiple trades, coordination).
• Attach the trade list and scope.
• Have an attorney review the language for your state.

WHAT'S INCLUDED
• Editable Word template (.docx) with real text and tables, so there is nothing to retype or trace
• A 2-page How-To-Use guide (PDF) that walks you through filling it in and rebranding it
• Sample company details (ACME Roof Pros) you replace in minutes with Find & Replace

MAKE IT YOURS IN MINUTES
1. Open the .docx in Microsoft Word and swap the sample logo for yours.
2. Press Ctrl+H to replace the sample company name, address, phone, email and license number.
3. Change fonts and colors to match your brand, then save a master copy as a Word Template (.dotx).

INSTANT DOWNLOAD
This is a digital product. Nothing is shipped. Your files are available right after purchase under You > Purchases on Etsy.

SAVE WITH THE SET
This template is part of our Contract Packet bundle, and the Complete Roofing Business Kit includes all 33 templates.

IMPORTANT
Template only, not legal advice. Have a licensed attorney in your state review any contract or agreement before you use it. All names, addresses, phone numbers and figures in the template are fictitious placeholders.

RoofersCoffee: professional paperwork for roofing sales teams and the owners who run them.

Instant Download

Your files will be available to download once payment is confirmed. Here's how.

Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases — see program terms