Preparation resource
Insurance consultation checklist
Keep the pieces of a homeowner insurance or property claim organized for an initial discussion.
Your preparation list
- Identify the general type of policy and property loss.
- List the dates of major claim communications.
- Keep policy declarations and endorsements together for later review.
- List estimates, photographs, inventories, and correspondence you have.
- Begin with a nonsensitive inquiry and request document delivery instructions.
Keep the first inquiry simple.
You do not need to submit your records with an initial inquiry. Contact the firm to ask what information is needed and how to provide it appropriately.
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