SOPs & Resources

🛠 Your toolkit for doing the job right — the first time. From claim setup to final settlement, every task at TrueHaven has a process, and every process has a purpose.

📌 Library of Standard Operating Procedures (SOPs)

Organized by claim phase — from intake to close. These SOPs walk you through the TrueHaven process, step-by-step, so every task is clear, efficient, and defensible.

View SOP's

📁 Core Claim Documents

Download fillable versions of critical documents used on every claim. Includes client contracts, LORs, POLs, and Scope of Work templates with internal formatting guidance.

Claim Documents

🧰 Internal Tools & Resources

From onboarding to advancement, this toolkit includes TrueHaven's glossary, claim lifecycle maps, sample scripts, compensation tiers, and brand usage guidelines.

Resources

📓 Playbooks Downloads

Grab claim-specific cheat sheets for field use — including playbooks for hurricane, fire, freeze, wind/hail, and water loss. Download before heading into the field.

Playbooks

📢 Marketing Library

Access our professional marketing materials for contractors, referral partners, and clients. Includes rack cards, brochures and customizable templates.