Knowledge center
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Working references for claim operations — written for appraisers, adjusters, public adjusters, umpires, contractors, and the people who run their files. Every page is readable in full, right here.
Guides
How the work actually moves — process walkthroughs for the parts of a claim operation that stall.
- Insurance Appraisal Workflow GuideHow a property insurance appraisal actually moves — and where files most often stall.
- Email-to-File Intake GuideHow to turn an inbox full of assignments into organized, routed claim files.
- Carrier Assignment WorkflowA repeatable workflow for carrier and IA assignments — received, scheduled, position, final package.
- Umpire Process GuideHow umpire selection and determination work, and what each appraiser owes the process.
- Contractor Referral Claim WorkflowConvert contractor-referred homeowner leads into active, documented claim files.
- Claim File Management GuideHow to structure claim files so the record holds up months after the work is done.
- Public Adjuster Client Intake GuideHow a public adjuster takes on a policyholder — the first conversation, the contract, the documents, and the record from there to settlement.
- Attorney Property Claim File GuideHow a law firm organizes a first-party property claim matter so the file is ready for whatever comes next.
- TPA Dispatch and Review GuideHow a TPA or adjusting firm dispatches claim work outside its own payroll and reviews what comes back.
Checklists
What belongs in the file, in the order the file builds.
- Insurance Appraisal File ChecklistEverything that belongs in a complete appraisal file — from assignment through final package.
- Final Package ChecklistAssemble a complete, defensible final package before you close the file.
- Public Adjuster Referral Intake ChecklistCapture the right details on every public adjuster and attorney referral so nothing is missed at intake.
- Independent Adjuster Assignment ChecklistWhat an independent or field adjuster records on every carrier and TPA assignment, from acknowledgment to closeout.
These checklists describe a file. ClaimFileHQ is the file.
Intake, documents, photos, scheduling, and history on one record — so the checklist is the software rather than a piece of paper next to it.