The Claims Ninja

Internal Help Center

sop library

Viable Estimate Info Checklist

First thing to check on a new project assignment.

cm eyes

  • Contract with ICA, AOB, Appraiser Authorization
  • Sufficient files (not screenshots)
  • Sufficient photos and job notes
  • Sketch + measurements (L×W×H)
  • Insurance estimate, policy, claim #
  • Adjuster name, phone, email
  • Job site distance from office
  • If mit: demo sheets, dry logs
  • Coverage endorsements reviewed
  • Policy conditions noted
  • Documentation organized defensibly
  • Appraisal clause verified when relevant