Documentation
Forms and resources for documentation
15 resources in this category
Insurance Claim File Organization Template
Template for organizing all insurance claim documents including correspondence, evidence, estimates, and payments.
Claim Correspondence Log Template
Log template for tracking all phone calls, emails, and letters with your insurance company during a claim.
Insurance Policy Coverage Review Checklist
Checklist for reviewing your insurance policy to identify applicable coverages, limits, and deductibles for your claim.
Receipt and Expense Documentation Guide
Guide to collecting and organizing receipts and expense records to support reimbursement in your insurance claim.
Insurance Adjuster Communication Guide
Best practices for communicating with insurance adjusters to protect your claim without hurting your position.
Recorded Statement Preparation Guide
How to prepare for a recorded statement request from the insurance company to avoid common pitfalls.
Independent Appraisal Request Letter
Template for invoking the appraisal clause in your insurance policy when you dispute the claim valuation.
Public Adjuster Engagement Checklist
Checklist for evaluating and hiring a public adjuster to handle your insurance claim on your behalf.
Insurance Claim Payment Tracking Worksheet
Worksheet for tracking all insurance claim payments including initial payment, supplements, and depreciation holdback.
Depreciation Recovery Claim Guide
How to recover holdback depreciation on replacement cost policies after completing repairs or replacements.
Claim Timeline Documentation Worksheet
Worksheet for creating a detailed timeline of events related to your insurance claim from incident through resolution.
Insurance Policy Declarations Page Guide
How to read your insurance declarations page to understand your coverage limits, deductibles, and endorsements.
Claim Reopening Request Letter
Template for requesting that a closed insurance claim be reopened due to additional damage or new evidence.
Sworn Statement in Proof of Loss Template
Template and guide for completing the Sworn Statement in Proof of Loss required for homeowners and commercial claims.
Insurance Claim Evidence Preservation Guide
Guide to preserving physical evidence, digital records, and witness information for your insurance claim.