Insurance Claim Package

Use this template to organize property loss details, damage evidence, mitigation work, invoices, tenant impacts, and claim tracking.

Template Metadata

Claim Summary

Identify property, policy, carrier, claim number, date of loss, cause, deductible, adjuster, and internal owner.

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Loss Timeline

Document discovery, notifications, emergency response, mitigation start, adjuster visits, and restoration milestones.

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Damage Description

Describe affected areas, building systems, contents, tenant spaces, photos, and suspected cause.

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Mitigation and Restoration Work

List emergency vendors, drying, repairs, access controls, safety measures, permits, and completion status.

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Cost Documentation

Organize estimates, invoices, purchase orders, payroll, temporary services, reserves, and recoverable expenses.

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Tenant and Business Impact

Track tenant notices, relocations, rent abatements, business interruption, access limitations, and complaints.

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Open Items and Next Steps

List pending documents, coverage questions, inspections, approvals, supplemental claims, and deadlines.

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Review and Signoff

Document review conclusions, approvals, unresolved items, and next review date.