File quality

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.

15-minute setupClaim handlers and owners reviewing active files, handoffs, or upcoming deadlines.

This playbook covers organizational workflow only. Firms remain responsible for their own licensing, approved procedures, claim decisions, and applicable requirements. It is not legal, insurance, coverage, public-adjusting, financial, or compliance advice.

What good looks like

A reviewer can open the claim and see what is known, what is missing, and what happens next.

The workflow

Check the operating facts

Review contacts, property and reported loss details, retainer status, and visible ownership without inferring missing facts.

Check the source material

Review photos, documents, estimates, correspondence, and open requests for obvious gaps or uncategorized material.

Finish with one next action

Review deadlines and overdue work, then assign the most important factual next step to a specific person.

Free printable playbook

Get the checklist for your team.

Enter a work email to download this internal workflow template. Marketing updates are optional and never required to get the resource.

Use it in your workspace

Tailor this workflow to your firm.

Signed-in firm owners and admins can open the matching starter in Firm Playbooks, adjust the steps, and save it before applying it to a live claim.

Tailor this in AdjusterDesk Start a free workspace

Keep building the workflow

Public adjuster claim file checklist →Public adjuster software →