Insurance
Insurance claim documents: the document checklist
5 named documents, specific enough that a client can act on each one from their phone without asking what you meant.
- 01Completed claim form
- 02Photos of the damage
- 03Police or incident report
- 04Repair estimates
- 05Original purchase receipts or proof of ownership
The list is the easy half.
Getting it answered is the job. Pesterly emails this checklist from your own mailbox, follows up on day 3, 7 and 10 with what's still missing, files every upload into your own Google Drive, and stops by itself when the last item lands.