Send contingency agreements directly to a homeowner's phone. They tap, review, and sign from the driveway — while you're still standing there. Fully executed in under 60 seconds.
< 60 sec
Average time from send to signed
SMS
Delivered to homeowner's phone instantly
Dashboard
All active agreements tracked in one view
A contingency agreement (also called an Assignment of Benefits or Direction to Pay) is a contract between the homeowner and the roofing contractor that authorizes the contractor to work on the claim on the homeowner's behalf. In exchange, the homeowner agrees to use the contractor to complete the work if the insurance claim is approved.
It's the handshake that starts the storm restoration relationship — and getting it signed quickly, while you're at the door, dramatically increases your conversion rate. CompanySync makes it possible to have a fully executed, legally compliant contingency agreement on file within 60 seconds of meeting a homeowner.
When you're at a homeowner's property, pull up CompanySync, tap 'Send Agreement,' and a link goes to their phone. They open it, read it, and sign it with their finger. You both get copies instantly.
Signatures captured in CompanySync are legally binding under the ESIGN Act and UETA. Each signature includes the signer's IP address, timestamp, and device information for dispute resolution.
Contingency agreement law varies by state. CompanySync provides state-specific templates that include required disclosures, cancellation rights language, and compliant assignment of benefits clauses.
See every active contingency agreement in one view — who signed, when they signed, which claims are approved vs. pending, and which agreements are nearing expiration.
Contingency Agreement — SMS Link → Homeowner Signs on Phone
A contractor who works a claim for 3 months — inspection, estimate, adjuster meetings, supplements — and then loses the job to a competitor because there was no signed agreement has done all the work for free. CompanySync ensures you never start working a claim without a signed agreement on file.
Agreement Dashboard — Signed, Pending, Expired Per Rep
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