Claim document checklist

Prepare the records for a conversation with your insurer.

Start with what you know.

Build a record that another person can follow.

Policy documents and the insurer’s claims contact are located.Date, event summary and current claim reference are kept in my own records.Safe-location photos and a room/item index are organized.An itemized contents list is started with evidence links and uncertainties.Relevant receipts and temporary living costs are kept separately.Provider scope, exclusions, changes and disposal permissions are written.Coverage, valuation, deductible and any deadlines are confirmed with the insurer.Completion reports, invoices and unresolved items have a record location.

This local worksheet does not assess your property, establish safety, provide a restoration specification or approve an insurance claim. Review any brief before choosing to send an enquiry.

Your planning brief

Complete the fields to prepare your brief.

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