Resources

Free property claim resources for adjusters and small claim teams

Practical checklists and copyable templates to organize claim documentation, client requests, communications, and review prep — general workflow aids, not legal or coverage advice.

Use these resources to standardize what you gather, how you request documents from clients, and how you document SMS consent before sending claim-related texts.

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Proof of loss preparation checklist

Gather policy documents, damage evidence, estimates, communications, and mortgagee details before proof-of-loss work.

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Client document request templates

Copyable email or portal message templates for photos, estimates, policy docs, receipts, and follow-ups.

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SMS consent template

Example consent language for claim-related transactional texts, STOP/HELP reminders, and what not to send by SMS.

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Related XactaClaim features

General workflow resources only

XactaClaim provides organization, automation, document review, and AI-assisted analysis tools. It does not provide legal advice, insurance coverage determinations, claim payment guarantees, or professional adjusting services. Outputs should be reviewed by qualified professionals. These resources are not legal, coverage, engineering, tax, or public-adjusting compliance advice. Customize every checklist and template for your jurisdiction, carrier requirements, and professional obligations.

Organize the same items inside XactaClaim

Track client-visible tasks, documents, communications, and review prep in one claim workspace — or book a demo to see how teams use these workflows in practice.

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