Claim packets: hand an adjuster everything at once
3 min read
Claims move faster when the documentation is complete on the first pass. A packet pulls together what you already collected instead of asking you to reconstruct it under pressure.
- 1
Log the incident
Record the date, category, severity, and a short description as soon as the loss happens — while the details are fresh.
- 2
Add post-loss photos
Create a post-storm inspection and photograph the same areas your baseline inspection covered.
- 3
Generate the packet
The packet gathers the property's policies, the incident record, inspection history, and photo evidence in one place.
- 4
Share it
Send the packet to your adjuster or broker so everyone is working from the same file.
Good to know
- • A baseline inspection from before the loss is what turns a photo set into evidence — that's why the annual cycle matters.
Keep learning
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Tenant & vendor certificates: collect and track them without chasing email
Send self-upload links, watch expirations, and keep every certificate attached to the property.