How Sketch My Roof Unlocked Enterprise Partnerships with SOC 2

Sketch My Roof is a CAD-based property intelligence platform that delivers high-accuracy roof measurements and wall reports. 

As the business scaled its footprint across the US and Canada, a new kind of friction emerged in its sales process. “As an official Verisk ecosystem partner with direct Xactimate® integration, our clients include insurance carriers, adjusters, and contractors who require the highest standards of data security,” explains Brittany Harris, VP of Brand & Growth at Sketch My Roof.

Brittany’s top priority was scaling the business, making her understandably cautious about introducing any process that might pull resources away from their core mission. "I looked at the SOC 2 process and assumed it would be this massive, disruptive undertaking. So I put it off for about a month," she admits.

Overcoming the Barrier

To tackle the standards required by partners in the insurance industry without derailing their team, Sketch My Roof partnered with Workstreet. “Once I actually got into it with Workstreet, I realized it was far more manageable than I had built it up to be," Brittany notes. "The hardest part was the mental barrier.”

Compliance as a Competitive Advantage

Now, SOC 2 opens doors for Sketch My Roof. In an industry where carriers and third-party administrators mandate strict vendor security before integration, having SOC 2 Type II is a hugely valuable asset.

“Compliance isn't just a badge for us, it’s infrastructure for growth,” says Brittany. “Every new carrier relationship and every enterprise conversation starts with security and compliance. We've already handled that. Now we just focus on delivering the best roof measurement reports in the industry.”

Her unfiltered advice to other leaders sitting on the fence? “Stop overthinking it and start. The longer you wait, the longer you're leaving opportunities on the table.”

Learn more about how Workstreet can support your SOC 2 journey here.