Guides, checklists & templates for claim work
Practical resources for running carrier, PA/attorney, and homeowner files. Available to founding members during early access.
Guides
How-to guides for running organized claim files.
Checklists
Step-by-step checklists so nothing gets missed.
Appraisal File Checklist
Everything that belongs in a complete appraisal file — from assignment to final package.
Get with early accessPA Referral Intake Checklist
Capture the right details on every PA and attorney referral so nothing is missed at intake.
Get with early accessFinal Package Checklist
Assemble a complete, defensible final package every time before you close the file.
Get with early accessTemplates
Repeatable workflow templates for each funnel.
Carrier Assignment Workflow Template
A repeatable workflow for carrier and IA assignments: received, scheduled, position, final package.
Get with early accessContractor Referral Claim Workflow
Convert contractor-referred homeowner leads into active claim files with a clear workflow.
Get with early accessGet the resources — and the platform
Founding members get these resources plus hands-on onboarding into ClaimFileHQ.