Claims Utility Guidance
Use this page as your quick reference for claim workflows, required documentation, and how to avoid common delays. (CTA links will be added once your other pages are ready.)
How this utility helps
The goal is simple: keep claims moving, reduce back-and-forth, and make it clear what to submit, when to follow up, and what “done” looks like.
Open & Document
Confirm claim basics, gather required proof, and capture key dates upfront.
Submit Cleanly
Package files clearly (names, dates, and references) to prevent re-requests.
Track & Follow Up
Use consistent check-in timing and keep notes so nothing slips through cracks.
Most Common Delays
- Missing proof / incomplete forms
- Unclear file naming
- No summary notes for adjuster
- Late follow-ups
What to Include
- Claim summary (1 page)
- Photos / invoices / reports
- Timeline of events
- Contact list + references
Status Snapshot
OPEN In progress / awaiting review
DENIED Needs appeal or additional documentation
If you want faster outcomes, include a short “what we’re asking for” statement and a clean document list in the first submission.
Recommended file naming + claim pack structure
Keep your submission readable. The adjuster should understand the story in 2 minutes or less.
| Item | What it is | Example name |
|---|---|---|
| Claim Summary | One-page overview + request | ClaimSummary_YYYY-MM-DD.pdf |
| Photos | Numbered photos with notes | Photos_01-20_YYYY-MM-DD.zip |
| Invoices | Receipts / contractor invoices | Invoices_YYYY-MM-DD.pdf |
| Reports | Inspection / adjuster / specialist reports | Report_VendorName_YYYY-MM-DD.pdf |
Before you submit
Use this checklist to reduce rework and speed up review time.
Primary CTA (link later)Submission Checklist
All documents are included and labeled clearly.
Photos are numbered and match the summary references.
Timeline + key dates are included (loss date, inspection, etc.).
You have a follow-up date scheduled and a log for updates.