Incident & Potential Claim Documentation Checklist
Capture facts, photos, witnesses, communications, mitigation, receipts, and insurer reporting without rewriting the story after the event.
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Use the file in your normal workflow.
Save a fresh copy for each client, renewal, incident, or review cycle so the original template stays clean.
Who this is built for
Client-facing service businesses documenting a possible claim.
How to use it
- Document facts as soon as practical.
- Preserve original photos and messages.
- Follow the policy’s reporting and consent instructions before promising payment.
What the template captures
Date/timeLocationPeople involvedWhat happenedPhotos/videoWitnessesImmediate mitigationClient communicationsInsurer noticeFollow-up
What this template cannot prove
A worksheet or email template cannot create insurance coverage, establish legal worker status, modify an insurance policy, or guarantee that a contract requirement has been satisfied. When a field depends on coverage, confirm the policy or endorsement. When it depends on state law, use the responsible state authority.
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