Richards Building Supply Launches RBS CRM Insurance Workflows Pilot Program

This is a paid press release. Contact the press release distributor directly with any inquiries.

Richards Building Supply Launches RBS CRM Insurance Workflows Pilot Program

Free program gives roofing, siding, window and door contractors priority onboarding, early access, and a direct voice in the insurance features rolling out to RBS CRM from Q1 through Q3 2027

HOMER GLEN, Ill., Nov. 13, 2026 /PRNewswire/ — Richards Building Supply, an independent, family-owned exterior building materials distributor, is inviting contractors to participate in its RBS CRM Insurance Workflows Pilot Program. The program will gather feedback from contractors who perform storm-damage restoration and insurance-related repairs to help guide planned capabilities within RBS CRM, Richards’ contractor customer relationship management platform.

Insurance restoration work can involve entering adjuster scopes, revising estimates, tracking supplements and coordinating material orders as projects change. The pilot will give contractors an opportunity to share where those tasks create extra work and help evaluate tools intended to simplify the process.

Participation is free, there is no cap on the number of contractors who can join and there is no enrollment deadline.

Richards’ proposed 2027 roadmap includes tools intended to help contractors:

• AI-assisted import of Xactimate® files, with EagleView-driven quantity updates, so carrier scopes come into the CRM without retyping

• Scope and supplement updates to keep estimates current as a claim changes

• Automated price books that populate estimates with current Richards pricing

• AI estimate builder, including Xactimate line items, and an AI assistant built into the CRM

• Weather and hail maps plus canvassing tools to find and work storm-affected neighborhoods

• Instant bulk estimates for running many properties at once after a storm

• Instant siding estimates and window and door counts, extending instant estimating beyond the roof

• Integrated email and calendars so homeowner, adjuster and crew communication lives with the job

These capabilities are planned, not currently guaranteed. Feature availability, scope and timing will depend on development and testing.

How contractors can participate

1. Register. Contractors complete the pilot registration formHERE.

2. Get set up on RBS CRM. Pilot participants receive priority onboarding from the Richards team.

3. Help identify the gaps. Participants show Richards where their current insurance workflow breaks down, from first inspection through final supplement.

4. Test and fine-tune. As features release between Q1 and Q3 2027, participants get early access and share feedback through a few calls and on-site visits.