Files and templates

Downloadable checklists, templates, and worksheets for weather damage claims.

• The supplement checklist PDF · The line items carriers most often leave off, ready to check before you submit.
• Fighting estimate cuts PDF · How to get your lines approved without a war.
• The O&P playbook PDF · When overhead and profit applies and how to document it.
• Reversing the wear and tear denial PDF · The evidence file that wins roof claims.
• Matching disputes PDF · Line of sight, discontinued materials, and the file that wins.
• Invoking appraisal PDF · A step by step timeline, letters, and what to do when the carrier stalls.
• The depreciation guide PDF · Defending and challenging ACV calculations.
• ALE done right PDF · Fair daily rates, duration defense, and the documentation trail.
• The CAT deployment system PDF · Triage, photo discipline, and staying sane at 100 claims.
• From carrier side to PA PDF · Licensing, fee agreements, and your first 90 days.
• Field inspection checklist PDF · Print before every site visit, roof, exterior, interior, and documentation in one pass.
• Damage description templates DOCX · Fourteen plain-language templates by damage type, ready to adapt.
• Photo documentation standards PDF · The six-page quick-reference version of the photo standards guide.
• Claim review worksheet XLSX · Work top to bottom, a claim is ready for decision when every row has a value.
• Homeowner communication scripts PDF · First call, bad news, settlement, three moments where wording matters most.