RESOURCE GUIDE

Insurance Claim Documentation Checklist

A practical checklist of insurance policy, estimate, photo, inventory, correspondence, and timeline records to organize.

Based in Boynton Beach, Florida · Phone consultations available throughout Florida, Pennsylvania, Texas, and nationwide.

Documents to gather

  • Policy, declarations page, and endorsements
  • Claim number and contact information
  • Photographs and videos before and after mitigation
  • Carrier, contractor, and restoration estimates
  • Reports, invoices, receipts, and payment records
  • Letters, emails, and call notes
  • A dated claim timeline
Keep original files and use consistent filenames so records remain easy to locate.

Independent insurance claim consulting. No contingency fees. No percentage of your claim. Professional guidance when you need it.