Document Library

Disputes & ADR

Appraisal Demand

Invoke appraisal with a clear scope, timelines, and contact details.

Valuation clarity Policy right Response timeline

Financial & BI

Business Interruption

Evidence of lost revenue and extra expense tied to the period of restoration.

Revenue impact Operations Accounting support

Communications

Carrier Communication Letters

Polished letters that memorialize requests, clarifications, and escalations.

Professional tone Documentation Follow-ups

Communications

Carrier Communications

Track every carrier call, email, and portal note for accountability.

Traceability Deadlines Audit trail

Foundations

Claim Timeline Documents

Chronology of milestones, filings, inspections, and deadlines.

Milestones Deadlines Proof

Commercial

Commercial Tenant Lease Interruption

Show how the loss interrupts lease obligations and rental flows.

Lease terms Rent loss Notices

Foundations

Core Documents

Essential claim identifiers and onboarding paperwork.

Foundation Basics Identifiers

Damage Support

Damage Documentation

Evidence of physical damage by area and trade.

Evidence Scope Photos

Negotiation

Demand Packages

Complete settlement demands with exhibits and valuation support.

Negotiation Evidence Valuation

Regulatory

Department of Insurance Complaint Letters

Regulatory complaints with timelines, citations, and exhibits.

Regulatory Timeline Documentation

Vendors & Experts

Engineer Engagement Letters

Clear scopes, deliverables, and timelines for engineering partners.

Scope Timeline Deliverables

Evidence

Evidence Documents

Curated evidence that supports coverage, causation, and value.

Proof Organized Traceable

Evidence

Evidence Logs

Chain-of-custody and submission tracking for every exhibit.

Chain of custody Tracking Audit

Financial & BI

Expense Tracking

Accurate logs of additional living expense and extra costs.

Receipts Policies Reimbursement

Financial & BI

Financial Documents

Financial statements that support coverage, BI, and valuations.

Accounting Verification Support

Perils

Fire Damage Documents

Fire-specific documentation for structure and contents losses.

Fire Safety Restoration

Foundations

First Notice of Loss

Everything needed to file a clean, fast first notice of loss.

Intake Basics Speed

Perils

Hurricane & Windstorm Documents

Weather data, roof assessments, and mitigation records for wind losses.

Weather Roof Mitigation

Inspections

Inspection Requests

Plan, schedule, and confirm inspections with clear scope and access.

Scheduling Access Prep

Legal

Legal Documents

Pleadings, agreements, and legal notices organized for quick retrieval.

Counsel Deadlines Compliance

Disputes & ADR

Mediation Requests

Initiate mediation with clear issues, exhibits, and availability.

ADR Deadlines Positions

Perils

Mold Claim Documents

Environmental documentation, lab results, and remediation plans.

Environmental Health Remediation

Negotiation

Negotiation Letters

Offer and counter letters that stay professional and evidence-based.

Strategy Offer/Counter Tone

Evidence

Photo & Video Documentation Templates

Standard shot lists, file naming, and consent guidance for visuals.

Visuals Consistency Metadata

Standards

Pro Templates

Reusable, branded templates for fast, consistent client deliverables.

Reusable Branded Efficiency

Foundations

Proof of Loss Templates

Sworn proof of loss forms with valuations and notarization needs.

Certification Valuation Deadlines

Appeals

Rebuttals to Denials

Point-by-point responses to carrier denials with evidence attached.

Appeals Policy cites Evidence

Commercial

Restaurant Loss Documentation

Food service-specific losses, spoilage, and operational impacts.

Perishables Operations Health

Negotiation

Settlement and Negotiation Letters

Document settlement terms, payments, and closing steps.

Settlement Closure Documentation

Perils

Vandalism and Theft Documents

Security, police, and inventory records for theft or vandalism claims.

Security Police reports Inventory

Perils

Water Damage Documents

Source identification, mitigation, and drying documentation.

Moisture Mitigation Drying

How to use

Stay organized

• Start with the category packet and tailor the lists to the claim.
• Use the breadcrumbs to navigate back to the main library quickly.
• Keep exhibits labeled with dates, sources, and claim numbers.

Quality checks

Before sending

• Verify recipients, deadlines, and delivery methods for each packet.
• Confirm totals and citations match the attached exhibits.
• Save a PDF copy with the same naming across the file.