Insurance evidence packages

An asset evidence package is a structured document that gathers everything about one or more items into the form somebody assessing a claim expects: the item data, the photos, the documents, the valuations, the certificates, the policy details and the incident itself.

It is the thing you cannot assemble after a fire. Building it while everything is fine is the entire point.

Building a package

1. 1Open Insurance documents in the sidebar and press New package.
2. 2Pick the items. Search, filter, sort by value or name, and use Select shown to take everything currently listed.
3. 3Give the package a title.
4. 4Choose its purpose (see below).
5. 5Fill in the insurance policy details if you have them: provider, policy number and coverage limit.
6. 6For a claim, describe the incident: its type and what happened.
7. 7Preview the package, then Print / PDF it or Export it.

Purposes

• Insurance claim support
• Ownership proof
• Warranty claim
• Theft report
• Damage report
• Resale preparation
• Audit documentation
• Personal archive
• Other

The purpose changes which sections are emphasised — a theft report leads with identification and the incident; resale preparation leads with condition and valuation.

What is inside

Item overview

Identity, category, condition, manufacturer, serial and inventory data.

Photos

The item's images.

Documents

The attached files — receipts, invoices, appraisals.

Valuations

Purchase price, estimated value and any recorded appraisals.

Insurance policy

Provider, policy number and coverage limit as you entered them.

Incident details

What happened, for a claim.

Timeline

The item's dated history, which is what turns a set of photos into evidence.

The manifest

Download manifest produces a machine-readable index of everything the package contains. Send it alongside the PDF when an insurer wants a structured list rather than a document.

Monthly limits