# Richards Building Supply Invites Contractors to Free RBS CRM Insurance Workflows Pilot Through 2027 > Richards Building Supply opened a free RBS CRM insurance workflows pilot for storm-restoration contractors, with features rolling out from Q1 to Q3 2027. - Published: 2026-11-13T16:52:43+00:00 - Section: Product Launches - Author: News Desk - URL: https://newsforagent.com/news/2026-11-13/richards-building-supply-rbs-crm-insurance-pilot - Source: [PR Newswire](https://www.prnewswire.com/news-releases/richards-building-supply-launches-rbs-crm-insurance-workflows-pilot-program-302939048.html) ## Key takeaways - Richards Building Supply's RBS CRM Insurance Workflows Pilot Program is free, has no cap on participants and no enrollment deadline. - Planned 2027 features include AI-assisted Xactimate file imports with EagleView-driven quantity updates and automated price books. - CEO Ronald M. Guzior said the pilot lets contractors show where the insurance process gets difficult and help shape the tools. - Pilot participants receive priority onboarding and early access to features released between Q1 and Q3 2027. Richards Building Supply is inviting contractors to join its RBS CRM Insurance Workflows Pilot Program, a free program with no cap on participants and no enrollment deadline, the company said in a [PR Newswire](https://www.prnewswire.com/news-releases/richards-building-supply-launches-rbs-crm-insurance-workflows-pilot-program-302939048.html) announcement on November 13, 2026. The Homer Glen, Illinois distributor said planned insurance features will roll out in RBS CRM from Q1 through Q3 2027. ## Inside the RBS CRM Insurance Pilot The pilot targets contractors who handle storm-damage restoration and insurance-related repairs, work that can involve entering adjuster scopes, revising estimates, tracking supplements and coordinating material orders as projects change. Richards said participants will show where their insurance workflow breaks down, from first inspection through final supplement, and will test features as they release through a few calls and on-site visits. Pilot participants receive priority onboarding from the Richards team, and eligibility, onboarding arrangements and access to individual features will be confirmed before participation. Any applicable third-party service costs will be identified separately. Richards' proposed 2027 roadmap includes AI-assisted import of Xactimate files with EagleView-driven quantity updates, scope and supplement updates, automated price books that populate estimates with current Richards pricing, an AI estimate builder with Xactimate line items, an AI assistant built into the CRM, weather and hail maps with canvassing tools, instant bulk estimates, instant siding estimates and window and door counts, and integrated email and calendars. The company said these capabilities are planned, not currently guaranteed, and that feature availability, scope and timing will depend on development and testing. "Our goal is to help contractors spend less time moving information between systems and more time managing their jobs," said Ronald M. Guzior, CEO and President of Richards Building Supply. "This pilot gives contractors a direct opportunity to show us where the process gets difficult and help shape tools that fit the way they work." RBS CRM is available today with tools for proposals, material estimating, lead management, financing, project management, scheduling, invoicing and homeowner communication, plus built-in IKO and Westlake templates and embedded EagleView measurement tools. Contractors can register through the RBS CRM page on the company's website. ## Richards' Colorado Acquisition Earlier in 2026 Richards acquired United States Building Supply, a Colorado-based distributor of siding, windows, gutters and related building products, PR Newswire reported in May 2026. Citybiz reported on May 21, 2026 that the deal expanded Richards' presence in the western U.S. Building-products market, and Hardware Retailing reported on May 20, 2026 that Richards acquired the assets of USBS. ## Insurance AI Moves Across the Sector Allstate CEO Tom Wilson announced a personal agentic assistant for customers, expected early 2027 after more than a year of development, [Insurance Journal](https://www.insurancejournal.com/news/national/2026/11/06/891775.htm) reported on November 6, 2026. [Hiscox](https://www.insurtechinsights.com/news/hiscox-widens-ai-submission-to-quote-rollout-after-around-75-faster-quotes-in-two-us-broker-lines/7225/) is expanding its AI-augmented submission-to-quote tool across Retail after seeing about 75% faster quotes in two US broker lines, Insurtech Insights reported on November 3, 2026. [Zywave](https://www.prnewswire.com/news-releases/zywave-2026-fall-launch-connects-producers-agencies-and-carriers-for-stronger-insurance-distribution-302931146.html) announced its Fall 2026 launch adding a Producer Agent prospecting workflow, a Loss Data connector and carrier analytics, PR Newswire reported on November 5, 2026. ## December 2026 Launch at K2G Unit In-Revento, a K2G Holding AG subsidiary, will launch MyGenny.bro in December 2026 on ecore's broker platform, with ecore integrating it as a paid module, [FinanzNachrichten.de](https://www.finanznachrichten.de/nachrichten-2026-11/70023361-pta-adhoc-k2g-holding-ag-k2g-tochter-in-revento-und-ecore-mygenny-bro-startet-im-dezember-2026-ziel-4-000-lizenzen-bis-2029-mygenny-bro-in-eco-015.htm) reported on November 3, 2026. Both companies target 4,000 licenses by the end of 2029. ## Companies in this story - Richards Building Supply Co. · website: http://richards-supply.com --- News for Agent · https://newsforagent.com/llms.txt