Claim Document Checklist for Insurance Brokers

Document

Often asked for

Have we received?

Date requested

Notes

Claim intimation / form

Most claim types

Confirm the insurer form, not this list

Policy copy / schedule

Most claim types

KYC (PAN, address proof)

Settlement / KYC queries

List varies by insurer

Cancelled cheque / NEFT details

Settlement

Photographs of loss / damage

Motor, fire, theft

Repair estimate / invoices / bills

Property, motor, health

FIR / police papers

Theft, some motor

Only if the insurer asked

RC / driving licence

Motor

Medical reports / discharge summary

Health

Surveyor report reference

When a survey is appointed

You do not write this report

Discharge voucher

Near settlement

Do not sign unless the client agrees the figure

What this tool does

Required documents vary by insurer, policy and claim type. Always confirm the applicable requirements with the insurer. This is not a legal or IRDAI-prescribed checklist.

Formula

Download CSV or Excel, replace the sample rows, keep the column headers if you plan to import later.

How to use it

Enter the fields, run the estimate or copy the wording, then paste into WhatsApp, email or a worksheet. This marketing site does not keep a server-side file. This browser can keep a short local history. Saving onto a policy, commission or renewal in the product requires an InsuOrg workspace.

Limitations

Required documents vary by insurer, policy and claim type. Always confirm the applicable requirements with the insurer. This is not a legal or IRDAI-prescribed checklist.

Related tools

Questions

Can I use one checklist for every claim?

No. Required documents vary by insurer, policy and claim type. Always confirm the applicable requirements with the insurer.

Does InsuOrg file the claim?

No. InsuOrg is brokerage operations software. Intimation still happens on the insurer / TPA process you already use.