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Claim Documentation Worksheet

One printable place for the claim number, adjuster details, every phone call, and every receipt — the paper trail that wins slow claims.

Claims are won by the party with the better records. Keep this sheet with your policy documents and write down every contact while it’s fresh — "who, when, what was said, what was promised."

The claim

Insurance company
Policy number
Claim number
Date of storm
Date claim filed
Wind/hail deductible ($)
Roof coverage: RCV or ACV
Deadline to complete repairs / recover depreciation

People

Agent — name & phone
Adjuster — name & phone
Adjuster — email
Inspection date & time
Contractor — company & phone
Contractor license # (verified on: ____ )

Contact log (every call, visit, and email)

Printable log — columns: Date, Who, What was said / promised, Follow-up needed.

Expenses (tarps, boards, emergency work — keep every receipt)

Printable log — columns: Date, Item / service, Vendor, Amount, Receipt saved?.

Document folder — check as collected

Photos of damage (dated)
Photos/measurements of hailstones
SkyVision alert / storm record
Insurer’s estimate (read line by line)
Contractor’s itemized bid(s)
Signed contract
Invoices & proof of payment
Certificate of completion (for depreciation release)
Lien waiver from contractor