Templates
Investigation and scope
Templates for investigating a claim and documenting scope: recorded statement outlines, site inspection reports, scope sheets, photo logs and cause-and-origin summaries — each with a worked example.
Everything downstream rests on what was gathered in the first days. A coverage position taken on an incomplete scope is a position that gets revisited, and revisiting a position is where the difficult conversations start.
These templates cover the record-making half of the job: what was observed, what was measured, what was said, and what could not be determined. The last of those matters most and is written down least.
4 templates in this section
Recorded Statement Questions & Outline for Adjusters
A recorded statement outline for first-party property adjusters: consent block, open narrative, itemization, records, closing catch-all — with a filled example and transcript fragment. Free Word download, no signup.
Template + worked example + .docx
Scope Sheet Template & Example (Scope of Loss)
A room-ordered, price-free scope sheet with numbered line items and QTY / UNIT columns, plus a filled example from a water loss. Free Word download, no signup.
Template + worked example + .docx
Claim Photo Log Template & Example
A property claim photo log with a worked example: image references, source and receipt dates, factual captions and unresolved questions. Free Word download.
Template + worked example + .docx
Flood vs. Wind Damage Allocation Template & Example
Document flood and wind damage separately with an NFIP-based scope comparison, overlapping repair example and free Word worksheet. June 2025 manual.
Template + worked example + .docx