Identify the policy and role
Record the insurer, claim number, adjuster, policyholder, and which person or organization the insurer represents.
Document requests and responses
Keep a communication log and preserve every letter, email, authorization, and proposed release.
Separate facts from evaluation
Medical records, responsibility evidence, coverage terms, and claimed losses may be reviewed differently.
Review decisions before accepting
Ask about releases, liens, fees, expenses, and future claims before agreeing to a final resolution.
Questions about this step
Is this guide legal advice?
No. It is a research and organization tool. A qualified lawyer must apply local law to the specific facts.
Should I wait until every record is available?
No if timing may matter. Preserve what you have and ask what else is needed.