Insurance Claim Prep Card
Use with Insurance Claim Prep With AI Limits.
What this is not
Not a coverage decision. Not a settlement valuation. Not legal advice. Not permission to invent facts on a proof of loss.
Timeline (your notes)
| Date | Event / contact | Channel | Open question |
|---|---|---|---|
Documents
Have:
- ________________________________
- ________________________________
Need:
- ________________________________
- ________________________________
Questions for claims handler / licensed human
AI limits checked
- No “am I covered” ask
- No settlement accept/reject ask
- Policy numbers / ID images kept out of consumer chat