---
title: "Home Insurance Claim Organizer: Inventory and Claim Log"
description: "Excel claim workbook: room-by-room inventory, living expenses tracker, call log and payment reconciliation, plus a claim timeline and proof of loss guide."
url: "https://mcc-solutionsnj.com/toolkits/home-insurance-claim-organizer"
---

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

Buy now, $19 Free sample

🌙 The desk is asleep. The store never is.

Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning.

 [Browse the store](/toolkits)

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

[![Page 1 of the Start Here (Home Insurance Claim Organizer)](/img/toolkits/home-insurance-claim-organizer/doc-1.webp)](/img/toolkits/home-insurance-claim-organizer/doc-1.webp)

First page of Start Here

[![Page 1 of the Claim Timeline Checklist (Home Insurance Claim Organizer)](/img/toolkits/home-insurance-claim-organizer/doc-2.webp)](/img/toolkits/home-insurance-claim-organizer/doc-2.webp)

First page of Claim Timeline Checklist

Get it

## Home Insurance Claim Organizer

Or pay with PayPal

Uses the email and terms box above. You get the same download link by email.

ZIP code (for sales tax)

Want every toolkit? The [toolkit membership](/membership) includes all of them, with a lower rate if you pay yearly.

Get every update for a year, $29: the [Yearly Updates Pass](/updates-pass?kit=home-insurance-claim-organizer) 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

This kit

**$19 one time**

Home Insurance Claim Organizer.

Buy this kit

Membership

**$29 a month**

Every kit and document pack in the store, including new ones. Cancel any time.

[See the membership](/membership)

Questions

## 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.

Free sample

### Try one page first

Get a real page or file from this product by email. We send one confirmation email, and no series follows.

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## Rather have someone do the books?

[Get a Bookkeeping Quote](/bookkeeping/#interest)[Call (908) 444-6373](tel:+19084446373)
