Operational Resources
General Claims Guides
Cross-loss operational workflows: intake, file audit, supplement submission, carrier review, O&P, and documentation standards.
7 operational guides
Playbooks
General Claims operational guides
Field-ready procedures, checklists, and documentation standards for this discipline.
- Checklist
First 48 Hours After Carrier Estimate Checklist
Hour-by-hour intake checklist for the first 48 hours after receiving a carrier estimate — catalog the file, validate scope against field conditions, assign owners, and open supplement gaps before production absorbs unpaid work.
12 minOpen guide →
- Workflow
Claim File Audit Workflow
Office workflow to audit an insurance claim file before supplement submission — verify documentation completeness, estimate alignment, carrier requirements, and approval readiness.
15 minOpen guide →
- Workflow
Supplement Submission Workflow
End-to-end workflow for submitting an insurance supplement — package assembly, carrier routing, follow-up cadence, and denial response without damaging file credibility.
14 minOpen guide →
- Workflow
Carrier Estimate Review Workflow
Systematic workflow for reviewing carrier Xactimate estimates — room list validation, line item gap analysis, quantity checks, and supplement routing before production commits to under-scoped work.
13 minOpen guide →
- Documentation Standard
O&P Qualification Documentation Standard
Documentation standard for qualifying overhead and profit (O&P) on insurance claims — when O&P applies, what evidence carriers expect, and how to include O&P in supplements without isolated denial.
10 minOpen guide →
- Documentation Standard
Claim Documentation Standards
Company-wide documentation standards for insurance claims — what to capture, when to capture it, how to label and store it, and how daily discipline improves supplement approval rates.
11 minOpen guide →
- Field Procedure
Photo Documentation Field Procedure
Field procedure for insurance claim photo documentation — shot list, labeling conventions, overview-to-detail sequencing, and upload requirements that hold up on supplement review.
8 minOpen guide →
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Related education
Articles that explain why these procedures matter and how carriers evaluate them.
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