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Can I put my own logo and company information on the templates?

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Are these templates legal advice? Will they work in my state?

No, they are templates, not legal advice. Contract, insurance, licensing and consumer-protection rules vary by state, so have a licensed attorney in your state review any contract, agreement or letter before you use it. Code references point to the model code, so confirm what your local code official has adopted.

Who are the Public Adjuster Tools for?

Licensed public adjusters only. They are not for contractors or anyone working without a public adjuster license. Licensing, contracts, fees and deadlines are set by each state, so the templates leave those items blank for you to complete for your state. Have a licensed attorney in your state review the letters and agreements before use.

Should I buy templates one at a time or in a bundle?

Bundles cost roughly 40% less than buying the same templates one at a time. A few bundles share templates (the Homeowner Handout Set and the Insurance Claim Starter Pack both include the Homeowner Guide to Roof Insurance Claims), so check each bundle's list before buying more than one. The Complete Roofing Business Kit includes all 33 of our original sales, contract and company templates.

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No. All names, addresses, phone numbers, license numbers, prices and case facts in the samples are fictitious placeholders for you to replace with your own.

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Insurance Appraisal Process Guide and Checklist for Public Adjusters, Editable Word Doc, Property Claim Appraisal Workbook

Name: Insurance Appraisal Process Guide and Checklist for Public Adjusters, Editable Word Doc, Property Claim Appraisal Workbook
Brand: RoofersCoffee
SKU: 4582262046
Price: 39.00 USD
Availability: InStock

Price:$39.00

RoofersCoffee

You can only make an offer when buying a single item

Highlights

Digital download
Digital file type(s): 1 PDF, 1 other file

A guide for licensed public adjusters to the appraisal provision in property policies, with a readiness checklist, a state and policy rules worksheet (blank, for your state), sample demand wording, appraiser and umpire selection worksheets, an evidence binder index, a line-by-line dispute summary and a post-award checklist. No state law is assumed.

Editable Microsoft Word template (12 pages, US Letter). Your logo, your company name. Instant download.

WHO IT'S FOR
Licensed public adjusters and PA firms handling amount-of-loss disputes.

WHEN TO USE IT
When the insurer and insured disagree on the amount of loss.

HOW IT WORKS
1. Read Part 1 and complete the State and Policy Rules Worksheet for your state.
2. Work through the readiness checklist before advising on a demand.
3. Use the selection worksheets for appraisers and umpires.
4. Build the evidence binder and dispute summary.
5. Close out with the post-award checklist.

TIPS FROM THE FIELD
• Confirm the dispute is about amount.
• Get the insured's written authorization first.
• Check your state's rules on PAs serving as appraisers.

WHAT'S INCLUDED
• Editable Word template (.docx) with real text and tables, so there is nothing to retype or trace
• A 2-page How-To-Use guide (PDF) that walks you through filling it in and rebranding it
• Sample company details (ACME Roof Pros) you replace in minutes with Find & Replace

MAKE IT YOURS IN MINUTES
1. Open the .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 a master copy as a Word Template (.dotx).

INSTANT DOWNLOAD
This is a digital product. Nothing is shipped. Your files are available right after purchase under You > Purchases on Etsy.

SAVE WITH THE SET
This template is part of our Public Adjuster Practice Kit bundle.

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.

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