Insurance Estimate QA Checklist Form
Please complete this checklist to review the quality and completeness of the insurance estimate.
Is all required documentation attached?
*
Yes
No
Not Applicable
Are all claim details clearly documented?
*
Yes
No
Partially
Rate the accuracy of the estimate calculations.
*
1
2
3
4
5
Are all required signatures present?
*
Yes
No
Not Required
Is the estimate in compliance with company policies?
*
Yes
No
Needs Review
Rate the clarity and readability of the estimate.
*
Unclear
1
2
3
4
Very clear
5
1 is Unclear, 5 is Very clear
Assessment Matrix: Please review the following items.
*
Rows
Complete
Incomplete
Not Applicable
Estimate itemized breakdown
1
2
3
Photographic evidence
4
5
6
Supporting invoices
7
8
9
Repair/replacement recommendations
10
11
12
Are there any discrepancies or errors identified?
*
No
Yes
If yes to discrepancies/errors, please specify.
Overall assessment comments or recommendations for follow-up.
Submit Review
Should be Empty: