Insurance Claim Checklist App: Never Miss a Critical Step
The step-by-step claim checklist built into Claim Advisor Pro — designed by a licensed public adjuster with 3,000+ claims settled.
Most homeowners have never filed an insurance claim before. Without a structured checklist, critical steps get missed — and every missed step costs money. Here is the complete claim checklist built into Claim Advisor Pro, available on your phone at every stage of the process.
1
Immediately After Damage
Ensure household safety before re-entering the home
Call your insurance company to report the claim
Get your claim number in writing
Take a complete video walkthrough of all damage
Photograph every damaged area from multiple angles
Do NOT throw away any damaged materials
2
Within 24 Hours
Place tarps or board up openings (keep all receipts)
Separate and inventory all damaged personal property
Note the name of the adjuster assigned to your claim
Begin your claim journal with dates and conversation logs
Contact a licensed contractor for a professional assessment
3
Before the Adjuster Arrives
Review your full policy and all endorsements
Organize all photos and documentation
Prepare your contractor's written estimate
List every area of damage you want the adjuster to inspect
Identify any code upgrade requirements
4
During the Adjuster Inspection
Be present for the entire inspection
Walk the adjuster through every area of damage
Ask what they are including and excluding
Take your own photos during the inspection
Do not agree to or sign anything on the spot
5
After Initial Settlement
Compare adjuster estimate vs. contractor estimate line-by-line
File supplements for missed or undervalued items
Request a full depreciation schedule in writing
Track all deadlines for recoverable depreciation claims
Save all invoices for repair completion claims
Inside the App: Every checklist item is interactive — check things off as you complete them, add notes, attach photos, and track your progress through the entire claim timeline. Available on iOS, Android, and Web.
Ready to Take Control of Your Claim?
Everything you just read is built into Claim Advisor Pro. Track photos, estimates, receipts, and policy information — organized and ready when your adjuster arrives. Built by a licensed GC and public adjuster with 3,000+ claims settled.