Skip to main content

Insured Checklist

A guide for confirming key information before, during, and after your pack-out. This checklist helps ensure a smooth and transparent pack-out process while protecting both your company and the insured.

Support MD avatar
Written by Support MD
Updated over a week ago

Hint: Save this to your custom documents to have available on your mobile device.


Insured Information

Insured Name: ___________________________________
Date: ___________________________________


Before Pack-Out

Communication & Expectations

  • I confirm that [Insert Company] staff explained the pack-out process.

  • [Insert Company] staff informed me to remove all high-value, dangerous, or illegal items, including:
    cash, jewelry, medications, credit cards, passports, firearms, and illicit drugs.

  • I have notified [Insert Company] staff of any sentimental items or items that require rush processing.

Non-Salvage & Damaged Items

  • I understand that [Insert Company] is not responsible for the disposal of non-salvageable items not listed in the sentimental or rush documentation.

  • I informed the team of any pre-existing damaged items, and they removed or assessed them as requested.

Laundry / Dry Cleaning Instructions

  • If someone in the household has allergies to detergents, the detergent brand and product I prefer is:


Pre-Packed Contents

  • I confirm that any pre-packed contents I provided do not contain dangerous goods, weapons, flammables, or poisonous materials.

  • I understand that [Insert Company] is not liable for the condition of items I personally packed and that I have waived the offer for them to be repacked.

Ownership Confirmation

  • I confirm that all contents provided to [Insert Company] belong to me and are part of the insured claim.

  • No items belonging to landlords, tenants, or others have been included.

Authorization

  • I authorize [Insert Company] to inventory, photograph, and document my contents and provide me online access to review them.


Before Pack-Back

  • I understand that if I decline pack-back setup, [Insert Company] cannot provide warranty coverage for claim-related issues.

  • I acknowledge that [Insert Company] is not responsible for missing or damaged items if setup is declined.


After Pack-Out or Pack-Back

Quality & Experience

  • Am I satisfied with the quality of the contents restoration?

  • How was my initial experience with the service?

  • How professionally did [Insert Company] staff conduct themselves?
    (If someone stood out, please specify.)

Comparisons & Recommendations

  • Would I recommend [Insert Company] to others?

  • How does [Insert Company] compare to other professionals involved in my claim?

  • Am I satisfied with the customer service provided by the office team?

Portal Review

  • Have I reviewed my contents using the iCat Homeowner Portal?
    If yes, how was the experience?

Property Condition

  • I confirm that no damage was caused to my property by [Insert Company] staff or any subcontractors.

Additional Comments






Signatures

Road Lead – Full Name & Signature:


Insured – Full Name & Signature:


Did this answer your question?