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Claims9 min read

How to File a Property Insurance Claim: A Step-by-Step Guide

TC

Tyler Crawford

Founder · December 11, 2023

Before Disaster Strikes: Preparation

The best time to prepare for a claim is before you need to file one.

Document Everything

  • Take photos/videos of your property annually
  • Keep records of improvements and repairs
  • Maintain a list of major building systems (HVAC, roof, plumbing) with installation dates
  • Store copies off-site or in the cloud

Know Your Policy

  • Understand your coverage limits and deductibles
  • Know what's excluded
  • Keep your policy and agent's contact information accessible
  • Review your policy annually

When Disaster Happens: Immediate Steps

1. Ensure Safety First

  • Evacuate if necessary
  • Don't enter damaged structures until cleared
  • Contact emergency services if needed

2. Prevent Further Damage

You have a duty to mitigate further damage. This might include:

  • Boarding up broken windows
  • Covering roof holes with tarps
  • Turning off water if pipes are damaged
  • Securing the property

Important: Keep all receipts for emergency repairs. These are typically reimbursable.

3. Document the Damage

Before cleanup begins:

  • Take extensive photos and videos
  • Make a detailed list of all damage
  • Note the date and time damage occurred
  • Keep damaged items if possible (or photograph them before disposal)

Filing Your Claim

4. Contact Your Insurance Company

  • Report the claim as soon as possible
  • Get a claim number
  • Ask about advance payments for emergency expenses
  • Request a copy of your policy if you don't have one

5. Work with the Adjuster

The insurance company will send an adjuster to assess damage:

  • Be present during the inspection
  • Point out all damage — don't assume they'll find everything
  • Provide your documentation
  • Get their contact information for follow-up

6. Get Repair Estimates

  • Obtain 2-3 estimates from licensed contractors
  • Ensure estimates are detailed and itemized
  • Include all damage, not just obvious issues
  • Keep copies of all estimates

After Filing: Managing the Process

7. Keep Detailed Records

  • Log all conversations with your insurer
  • Save all emails and correspondence
  • Track all expenses related to the claim
  • Note dates and names of everyone you speak with

8. Review the Settlement Offer

When you receive a settlement offer:

  • Compare it to your repair estimates
  • Check that all damage is included
  • Understand what's being paid (replacement cost vs. actual cash value)
  • Don't sign a release until you're satisfied

9. Negotiate If Necessary

If the offer seems low:

  • Provide additional documentation
  • Get a second opinion from a public adjuster
  • Request a re-inspection
  • Put disputes in writing

Common Claim Pitfalls

Don't:

  • Sign anything without reading it carefully
  • Accept the first offer if it seems inadequate
  • Make permanent repairs before documentation
  • Dispose of damaged items too quickly
  • Miss deadlines for filing or responding

Do:

  • Communicate in writing when possible
  • Keep copies of everything
  • Follow up regularly
  • Ask questions if anything is unclear
  • Consider hiring a public adjuster for large claims

When to Get Help

Consider professional help if:

  • The claim is large or complex
  • You're having disputes with your insurer
  • You don't have time to manage the process
  • The damage involves multiple coverage types

Public adjusters work on your behalf (not the insurance company's) and typically charge 10-15% of the settlement.


Need help with a claim? Contact us — we advocate for our clients throughout the claims process.

Need help with your coverage?

Our team is here to answer your questions and find the right protection for your properties.