Core Claim Documents
Foundational packets that summarize the claim, document proof of loss, and outline requested relief.
View TemplatesCore Claim Documents
Foundation documents that establish facts, coverage position, and requested relief.
Claim Summary Packet
Concise overview of loss, damages, policy references, and requested settlement.
Generate DocumentSworn Statement in Proof of Loss
Formalized proof of loss with itemized values and notarization checklist.
Generate DocumentSupporting Evidence Cover Letter
Cover note to transmit exhibits, photos, and inventories with clear indexing.
Generate DocumentLegal & Escalation Documents
Structured notices to preserve rights and escalate unresolved claim issues.
Regulator Complaint Packet
Escalation-ready summary with citations, timelines, and requested corrective actions.
Generate DocumentDemand for Appraisal
Formal request activating appraisal rights with proposed appraisers and scope.
Generate DocumentCivil Remedy Notice Draft
Pre-file outline capturing statutory violations and cure amounts for counsel review.
Generate DocumentFinancial & Valuation Documents
Evidence-backed valuations, schedules, and comparisons that support settlement numbers.
Depreciation & RCV Schedule
Line-by-line calculation of ACV/RCV with depreciation rationale and references.
Generate DocumentReimbursement Tracker
Payment log aligning carrier disbursements to invoices, receipts, and scopes.
Generate DocumentLoss Valuation Summary
High-level valuation comparing carrier, contractor, and insured positions.
Generate DocumentDamage-Specific Documentation
Templates tuned for the nuances of water, fire, wind, hail, and specialty losses.
Water Damage Report
Moisture mapping, mitigation steps, and dry-out verification with timestamps.
Generate DocumentFire Damage Inventory
Room-by-room smoke, soot, and structural impact inventory with mitigation notes.
Generate DocumentRoof & Wind Assessment
Slope-by-slope assessment, test squares, and temporary repairs log.
Generate DocumentBusiness Interruption Documents
Operational, financial, and mitigation detail to substantiate BI loss calculations.
Revenue Impact Statement
Pre- and post-loss revenue comparison with seasonality and trend adjustments.
Generate DocumentContinuity Plan & Mitigation Log
Actions taken to reduce downtime with timestamps, vendors, and receipts.
Generate DocumentExpense Substantiation Packet
Supporting invoices and narratives aligning extra expense claims to policy language.
Generate DocumentCommunication & Tracking
Keep every touchpoint traceable with timestamps, commitments, and next steps.
Correspondence Log
Chronological record of calls, emails, and meetings with outcomes and owners.
Generate DocumentFollow-Up Letter
Professional reminder citing prior commitments and delivery dates with clarity.
Generate DocumentInspection Readiness Sheet
Checklist to prep adjusters and contractors with access notes and artifacts.
Generate DocumentProperty Damage Forms
Detailed property documentation to align scope, inventory, and photographic proof.
Room-by-Room Inventory
Structured contents inventory with quantities, condition notes, and pricing fields.
Generate DocumentScope of Work Outline
Trade-by-trade scope summary to align contractors and carrier estimators.
Generate DocumentPhoto Evidence Index
Indexed photo log linking images to rooms, elevations, and claim line items.
Generate DocumentTemplates & Worksheets
Reusable planning tools to keep every claim organized and audit-ready.
Claim Intake Worksheet
Guided intake capturing policy, parties, timelines, and loss circumstances.
Generate DocumentEvidence Checklist
Step-by-step evidence plan covering photos, invoices, estimates, and reports.
Generate DocumentMeeting Notes Template
Structured notes with decisions, owners, and due dates to keep momentum.
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