Header
Document title, date, claim number, and contact details so reviewers instantly associate it with the correct claim and property.
A clear confirmation reduces misunderstandings about coverage, scope, and payment and creates an auditable record for claims handling and regulatory review. It protects the insured, insurer, and contractor by placing obligations and timelines in writing and supporting subsequent invoicing, permit applications, and warranty claims.
Each party should retain a signed copy in the claim file; digital copies satisfy ESIGN/UETA when executed correctly.
An individual or entity that owns the insured property and has authority to authorize repairs. The policyholder must verify identity, accept scope and payment terms, and sign to confirm consent for contractor access and insurance disbursement.
An insurer-appointed adjuster or claims handler who documents approval or partial payment terms. Their signature confirms coverage decisions, any depreciation or holdback amounts, and conditions for final payment upon inspection or completion.
| Field | Configuration |
|---|---|
| Signers | Add policyholder, adjuster, contractor |
| Authentication | Email + SMS code or identity proofing |
| Attachments | Attach photos, estimates, permits |
| Retention | Save signed PDF to claim system |
Ensure the selected solution supports record retention, export, and any required HIPAA or state-level protections where applicable.
Document title, date, claim number, and contact details so reviewers instantly associate it with the correct claim and property.
Detailed description of the replacement: roof area, layers removed, underlayment, flashing, shingle type, ventilation, and any exclusions or add-on items.
List manufacturer, class, color, and warranty information for materials to ensure contractor and insurer expectations match actual installations.
State insurer payments (initial, holdback, depreciation) and contractor invoicing terms, including any assignment of benefits or direct-pay instructions.
Projected start and completion dates, permit responsibilities, inspection milestones, and conditions for final payment release.
Signature blocks for policyholder, insurer representative, and contractor with printed names and dates plus checkbox for attached documents.
Report damage promptly per policy; insurers may have immediate notice requirements
Adjuster review often within 7–14 days after inspection
Start date depends on permit and material lead times
Insurer may require inspection before final payment
Keep executed confirmation in claim file per retention policy
Insured reports damage and files preliminary claim details
Adjuster inspects and issues repair estimate
Policyholder and insurer sign work confirmation
Work finished, inspected, invoiced, and file closed
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |