Insurance claim checklists
These checklists help organize general claim concepts. They are not claim instructions or advice.
Important: This page is general educational information. Policy wording, laws, claim handling rules, provider contracts, and timelines vary by insurer, product, and location. This site does not interpret your policy, review documents, represent you, or provide legal, medical, financial, or claim strategy advice.
General claim file checklist
- Claim number
- Date/time of event or service
- Policy or plan name
- Insurer/provider correspondence
- Document log
Auto claim checklist
- Photos
- Incident details
- Vehicle and driver information
- Repair estimate
- Towing/rental invoices if applicable
Home claim checklist
- Wide and close-up photos
- Mitigation invoices
- Contractor estimates
- Receipts/proof of ownership
- Repair communication log
Health claim checklist
- EOB
- Provider bill
- Service date
- Reason codes
- Authorization or referral reference if applicable