Document pack
Home Insurance Claim Organizer: Room-by-Room Inventory, Living Expenses Tracker, Claim Log and Proof of Loss Guide
Keep every item, receipt, call and claim check in one record, from the day of the loss to the last payment.
$19 one time · 14-day full refund · Word and PDF · download link by email
Who it is for
Homeowners and renters with a fire, water, storm or theft claim, and the family members helping them keep track of it.
Not the right fit if
You want someone to negotiate or file the claim for you, or legal advice about a denial: this is a record-keeping kit, not a public adjuster or attorney service, and it states no state's insurance rules.
Why it is different
- The depreciation column is labelled as your own estimate; the insurer's figures are kept separate.
- The reconciliation shows each coverage's deductible, payments and depreciation held back and released.
- Formulas recalculate with zero errors, blank and filled; no state rule or claim outcome is promised.
What is inside
- Home insurance claim workbook (Excel). Room-by-room inventory with replacement cost and your own depreciation estimate, room totals, a communication log with follow-ups, an additional living expenses tracker, and payments reconciled against the deductible and the insurer's estimate.
- Start here. What's inside, your first hour after the loss, and how to use the workbook.
- Claim timeline checklist. From the first two days to the last payment, with a key dates table for every deadline the policy or insurer gives you.
- How a sworn proof of loss works. What the form usually asks, the oath and notary step, deadlines, and a worksheet that brings your totals together.
- Questions to ask the adjuster. Coverage, the inspection, contents and depreciation, living expenses, payments and what happens if you disagree, with space for answers.
- Claim document checklist. Every paper to gather and send, with dates.
A look inside
The first pages, as you will get them
Get it
Home Insurance Claim Organizer
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Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not legal advice. We aren't lawyers, public adjusters or your insurer, and nothing here predicts what a claim will pay. Your policy and the insurer's written requests have the final word; for a dispute, ask your state insurance department, a licensed public adjuster or an attorney. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What's in the download?
An Excel claim workbook and five Word and PDF documents: start here, a claim timeline checklist, how a sworn proof of loss works, questions to ask the adjuster and a document checklist. You get a download link by email after payment.
Does the workbook work out depreciation for me?
Only as your own estimate. You type a depreciation percentage for each item and the workbook shows an estimated actual cash value, labelled as the owner's estimate. The insurer works out depreciation under your policy, and the workbook keeps its figures separate.
Does a proof of loss have to be notarized?
It depends on the policy and the insurer's form. Many proof of loss forms are sworn statements signed in front of a notary. Ask your insurer which form to use and by when; document 3 explains the general steps.
Will this help me get a bigger settlement?
No promise of any outcome. It keeps a clear record of what was lost, what you spent and what has been paid, so you can answer the insurer's questions and check its figures.
Is this legal advice?
No. It's general information and a record-keeping workbook. For a dispute, ask your state insurance department, a licensed public adjuster or an attorney.
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