Overview
Purpose
- Outline key dates from loss, notice, inspections, payments, and negotiations.
- Pair dates with references to documents or communications.
- Highlight statutory or policy-driven deadlines.
Quality checklist
Ready-to-send
- Verify dates against policy conditions and correspondence.
- Include time-stamped evidence where available.
- Note pending actions with owners and target dates.
What to include
Use these pieces to keep the claim timeline documents packet complete.
Core documents
Build the file
- Master timeline spreadsheet or tracker.
- Milestone summary memo with key dates.
- Deadline tracker with reminders and owners.
Supporting proof
Evidence to attach
- Receipts or confirmations of submissions.
- Emails confirming inspections or meetings.
- Calendar invites and attendance notes.
Delivery notes
Keep it moving
- Update weekly and share with the claim team.
- Provide a PDF copy when disputes arise.
- Keep versions to show when new data was added.