Templates & Tools
Free downloadable documents, checklists, and letters to help move your claim forward with clarity.
Ready-to-use templates to organize and document key steps in the claim process. Designed for both contractors and property owners to help projects move forward more smoothly, but-using these templates does not establish a public adjuster relationship.❤❤❤
Claim Checklists
Claim Document Checklist
A list of documents and photos to gather for an insurance claim
Initial Project Checklist
Start your project with a checklist of key first steps as you begin the claim process
Negotiation & Settlement Checklist
Steps to prepare and track progress during claim negotiations.
Letter Samples
Proof of Loss Letter
Basic template for submitting a proof of loss statement
Request for Documentation Extension
Sample letter to request additional time for claim documentation submission
Follow-Up Status Inquiry
Use this letter to request an update on claim status
Inspection and Documentation Forms
Initial Damage Assessment Form
Record initial observations and damages
Damage Documentation Form
Detailed form for ongoing damage documentation
Personal Property Inventory Form
Log and categorize damaged personal property items
DISCLAIMER:
These templates are provided as a convenience-and should not be used as a subsittute for professional, advice. Using these templates does not establish a public adjuster relationship. Consult with an appropriate professional before relying on or using these templates for your specfic claim or project. ❤❤❤