← Back to templatesHome
🧯

Insurance Field Adjuster Site Visit

Document a claim visit: damages observed, photos, scope notes, estimate drivers, and next actions for settlement.

You’ll be asked to sign in first.
insuranceinspectionclaim
Use on-site to keep claim notes consistent and reduce rework when writing the estimate later.

Form preview

Claim
Claim ID
TextRequired
[not set]
Policyholder
Text
[not set]
Visit Date
DateRequired
📅 Select date
Loss Type
TextRequired
Options: Water, Fire, Theft, Storm, Other
Water
Fire
Theft
Storm
Other
Observations
Damages Observed
List
AreaDamageSeverity
+ Add+ Add+ Add
Estimate Drivers
Text Area
Photos
Photo
No photos captured
Next
Next Steps
Text AreaRequired
Customer Sentiment (1-5)
Rating
★★★★★
EXAMPLE REPORTSample data — shows what you’ll get after recording

Example filled report

Claim
Claim ID
CLM-882104
Policyholder
J. Novak
Visit Date
02/05/2026
Loss Type
Water
Observations
Damages Observed
AreaDamageSeverity
KitchenWarped laminate flooring near sinkModerate
HallwayBaseboard swelling and paint bubblingMinor
Estimate Drivers
Potential subfloor drying required; cabinet toe-kick may need replacement. Access limitations due to occupied unit.
Photos
No photos captured
Next
Next Steps
Request plumber invoice and moisture readings. Send mitigation vendor referral. Provide preliminary scope within 48 hours.
Customer Sentiment (1-5)
★★★★★
(3/5)
Insurance Field Adjuster Site Visit | Voiz Report Templates