Public Adjuster Practice Kit, 7 Editable Templates, Claim File Organizer, Letters, Appraisal Guide, Denial Review, Policy Guide

Public Adjuster Practice Kit: 7 editable templates in one download.

7 editable Microsoft Word templates, 2 with Excel workbooks, each with its own How-To-Use guide (PDF). Bought one at a time they total $223; this bundle is $129.

WHAT'S IN THE BUNDLE
• Public Adjuster Claim File Organizer (3 pages): Claim file forms for licensed public adjusters
• Public Adjuster Letter Template Pack (5 pages): Four editable letters for licensed public adjusters (notice of representation and preservation request, request for the insurer's written position, document and estimate transmittal, and insured status update), plus a state requirements worksheet you complete for your state
• Appraisal Process Guide & Checklist (12 pages): Guide for licensed public adjusters to the appraisal provision in property policies
• Denial Letter Review Workbook (4 pages): Eight worksheets for licensed public adjusters reviewing a denial or partial denial
• Homeowners Policy Coverage Quick Guide (10 pages): Plain-language guide for licensed public adjusters to the structure of a typical homeowners policy
• ALE and Contents Claim Worksheets (3 pages): Worksheets for licensed public adjusters and their clients to document additional living expense and personal property losses
• Roof Claim Case Studies Workbook (11 pages): Five composite fictional roof claim cases (partial hail approval, late-discovered leak, wear-and-tear denial, code item dispute and an appraisal question) with discussion questions, work space and two answer keys

WHAT YOU GET
• 7 editable Word templates (.docx) with real text and tables, nothing to retype or trace
• 2 Excel workbooks (.xlsx) with the formulas built in
• 7 How-To-Use guides (PDF), one per template, covering how to fill it in and rebrand it
• One .zip download with every file organized by template
• Sample company details (ACME Roof Pros) you replace in minutes with Find & Replace

MAKE THEM YOURS IN MINUTES
1. Open each .docx in Microsoft Word and swap the sample logo for yours.
2. Press Ctrl+H to replace the sample company name, address, phone, email and license number.
3. Change fonts and colors to match your brand, then save master copies as Word Templates (.dotx).

INSTANT DOWNLOAD
This is a digital product. Nothing is shipped. Your files are available right after purchase under You > Purchases on Etsy. Unzip the download to get the folders.

IMPORTANT
FOR LICENSED PUBLIC ADJUSTERS ONLY. Template only, not legal advice. Public adjuster licensing, contracts, fees and deadlines are set by each state: confirm your state's rules, and have a licensed attorney in your state review letters and agreements before use. State deadlines and fee rules are left blank for you to fill in. All names, addresses, figures and case facts are fictitious.

RoofersCoffee: professional paperwork for roofing contractors, public adjusters and the teams who run them.