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Template

Insurance Claim Site Action Plan

by Tim Holland, from the Community

Downloads: 10+
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This Insurance Claim Site Action Plan template supports survey visits and reinstatement planning after an incident. Capture property details, site access needs, CDM and safety considerations, and environmental risks. Plan investigations, asbestos surveys, and specialist reports. Coordinate contractors, track target dates and costs, and document floor-by-floor works with photos and notes. Record loss adjuster requirements, permits, and security. Assign actions and compile a clear, auditable report for claim management.

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

About author

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.