# Insurance Claim Prep Card

Use with [Insurance Claim Prep With AI Limits](/articles/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

1. ________________________________________________
2. ________________________________________________
3. ________________________________________________

## AI limits checked

- [ ] No "am I covered" ask
- [ ] No settlement accept/reject ask
- [ ] Policy numbers / ID images kept out of consumer chat