One page to fill in before the adjuster calls or visits. The meeting usually decides how your claim is valued, and it moves fast. This sheet puts the answers in front of you — policy numbers, dates, the rooms and items you want walked, the questions you meant to ask — so you are not searching for them while someone waits.

What it covers

• Your policy and claim numbers, and who you have already spoken to
• The rooms and high-value items you want the adjuster to see
• Questions to ask about coverage limits, depreciation and timelines
• Space to record what was said and what was promised

When to use it

Fill it in the day before the meeting, while you can still think clearly about what matters. Keep it with your Claim Tracking Worksheet so the record of the meeting lands in the same place as the rest of the claim.

Get the Adjuster Meeting Prep sheet → It arrives by email with the other Wardkeep Recovery™ templates: Claim Tracking Worksheet, Recoverable Depreciation Tracker and Loss Timeline.

Working a live claim? Wardkeep Recovery keeps all of this in one place instead of on paper.