Skill

Demand Package Assembly Checklist (Template)

A checklist to assemble a demand package that is easy for an adjuster to say yes to.

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Checklist

Liability

  • Police report / incident report
  • Photos/video
  • Witness statements
  • Diagram / scene

Damages

  • Treatment summary
  • Key records (ER, imaging, specialists)
  • Bills and totals
  • Wage loss documents
  • Future care/permanency support

Packaging

  • Demand letter
  • Exhibit index
  • Single PDF, bookmarked

Quality Checks

  • Totals match in letter and exhibits.
  • Index makes it skimmable in 60 seconds.
  • No missing imaging reports.