Estimatics

Free download

The 14-Point Checklist for Defensible Documentation

The documentation gaps that cost claims professionals money — and how to close them before they affect your claim.

What's in the checklist

Your file gets reviewed by someone who wasn't there. These 14 points determine whether it holds up.

  1. 1Timely notice documented
  2. 2Cause of loss recorded at time of inspection
  3. 3Pre-loss baseline established
  4. 4Sufficient documentation (not just volume)
  5. 5Close-up evidence at sufficient resolution
  6. 6Wear vs storm damage differentiated
  7. 7Cosmetic vs functional damage documented
  8. 8Findings documented in real time
  9. 9Scope items traceable to photos
  10. 10Geometry and measurements verified
  11. 11Chain of custody preserved
  12. 12Pricing aligned with current market
  13. 13Re-inspection readiness
  14. 14Supplemental filed within deadline

Founder pricing closes when the 200th spot is claimed.

Get the checklist

No spam. Just the checklist + one follow-up.

Already know you need better documentation? Try Estimatics free for 14 days.