๐ฅ Core Claim Documents
Every great claim starts with the right documents. Here you'll find the core forms and templates used across all states and claim types โ from client onboarding to final documentation. Each one is designed to simplify your workflow, stay compliant with state laws, and support clear, confident advocacy on behalf of the insured.
๐ฅ Coming Soon: Walkthrough video on how to fill out and submit each of these documents correctly.
๐ Client Contract
Editable, state-compliant contracts for Florida, Georgia, North Carolina, and South Carolina. Required before any work begins.
DOWNLOAD FLORIDA CONTRACT
DOWNLOAD GEORGIA CONTRACT
DOWNLOAD NORTH CAROLINA CONTRACT
DOWNLOAD SOUTH CAROLINA CONTRACT
๐ Letter of Representation (LOR)
Fillable PDF to authorize communication with the carrier. Includes notes on best practices by state.
DOWNLOAD TRUEHAVEN LOR
๐ Proof of Loss (POL)
Required for every claim. This template includes fillable fields, internal notes, and submission timing rules by state.
DOWNLOAD TRUEHAVEN POL
๐ Scope of Work (SOW)
Use this formatted template to define and submit scope clearly. Estimator- and carrier-ready.
๐งพ Supplement Request Template
Pre-written language to request additional funds when new damages or costs are discovered.
โ Claim Setup Checklist
Your internal roadmap for setting up a claim file: folders, naming conventions, and next steps.
State Resources for Public Adjusters: Codes, Laws & Licensing Links
Your go-to source for legal references, renewal links, statutes, and building code tools.
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