First response01
First Notice of Loss & Intake Playbook
A practical first-response routine that captures reported facts, makes gaps visible, and assigns the next step without turning an inquiry into an unsupported claim conclusion.
Outcome: A usable intake record with one response owner and a dated next action.
Open playbook →Field to office02
Field Inspection & Photo Capture Playbook
A phone-friendly routine for preserving original field evidence, connecting it to the right claim, and leaving the office with a usable next action.
Outcome: Field evidence that the office can review without reconstructing context from texts and downloads.
Open playbook →Communication03
Carrier Follow-up Cadence Playbook
A factual communication routine for keeping carrier follow-ups visible, owned, and connected to the claim timeline without promising an outcome.
Outcome: Every carrier follow-up has current context, an owner, and a next review date.
Open playbook →File quality04
Claim File Readiness Playbook
A lightweight review routine for confirming the claim story is usable: facts, engagement status, evidence, communication history, and the next action are easy to find.
Outcome: A reviewer can open the claim and see what is known, what is missing, and what happens next.
Open playbook →Storm readiness05
72-Hour Storm Response Playbook
A controlled response routine for the first three days after a verified event: confirm facts, manage intake and capacity, preserve field context, and keep every next action owned.
Outcome: A measured event-response workflow that supports capacity and communication without treating broad weather information as a claim conclusion.
Open playbook →