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Practical guide

Insurance Baseline Documentation

Building a dated pre-loss record that narrows post-loss disputes.

Modules

  • What a pre-loss record should include
  • Dating and provenance
  • Handoff to the claims process

Outcomes

  • Scope a pre-loss documentation capture

Professional boundaries

  • Legal boundary and property line determinations require a licensed land surveyor.
  • Final tax positions, asset lives and depreciation treatment require a qualified tax professional.
  • Structural, mechanical and other engineering conclusions require a licensed engineer.
  • Official valuations and appraisals require a licensed appraiser.
  • Thermal imagery indicates apparent anomalies only and is not a diagnosis.
  • Legal opinions, causation findings and expert testimony require qualified counsel and retained experts.

Next step

Start with the decision you need to make.

Tell us the property and the decision. You get a written scope with an exact price before anything is scheduled.