BEFORE YOU PRICE IT — the policy questions, in order

Homeowner ____________________  Address _______________________
Carrier ______________________  Claim # _______________________
Adjuster _____________________  Phone / email _________________

PAPER I ASKED FOR
  [ ] Declarations page       asked ______   in hand ______
  [ ] List of endorsements    asked ______   in hand ______

FOUR ANSWERS BEFORE I PRICE  (in writing, not over the phone)

  1. Does this roof settle at replacement cost or actual cash value?
     Answer _______________________________________________
     Who told me ____________  asked ______  got ______  [ ] in writing

  2. Is there a second check to go back for after completion?
     Answer _______________________________________________
     Who told me ____________  asked ______  got ______  [ ] in writing

  3. What is the deductible on this claim?        $ ____________
     Answer _______________________________________________
     Who told me ____________  asked ______  got ______  [ ] in writing

  4. Is a lender named on the claim or the check?   [ ] yes  [ ] no
     Answer _______________________________________________
     Who told me ____________  asked ______  got ______  [ ] in writing

SAID OUT LOUD BUT NOT PUT ON PAPER
  ____________________________________________________________
  ____________________________________________________________

PRICE THIS JOB?
  [ ] all four answered in writing - go
  [ ] blanks left - ask again before the bid leaves the office