Intake queue

SUB-DRVTEST-859472-2

Sarah Mitchell· +13035554821·HO3-CO-004821(HO-3)

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SUB-DRVTEST-859472-2CLM-28264

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Claim Data

Everything captured about this loss. Amber values are live — extracted in-call before reconciliation. Confirm and override as needed.

Policy

Policy #
HO3-CO-004821
Product
HO-3
Risk address
123 Aspen Lane, Denver, CO, 80202

Reporter

Reporter name
required
Reporter phone
required
Reporter email

Policy

Policy number
required

Loss details

Type of claim
Cause of loss
Water Damage
Date of loss
2026-06-05
Approximate time of loss
Loss address
123 Aspen Lane, Denver, CO, 80202
What happened (caller narrative)
Supply Line Under The Upstairs Bathroom Sink Failed Overnight. Water Ran Through The Ceiling Into The Living Room; Drywall, Flooring And Some Furniture Affected. House Is Still Liveable.
Areas affected
Damage description
Property occupied at time of loss
Accident location
Citation issued (statute)
Adverse carrier claim number
Authorities called
Mitigation started
Occupied at loss
People injured

Next Steps

Payment method
Has contractor estimate
Callback number confirmed
Preferred follow-up channel
Best time to reach them
Has evidence to share

Authorities

Authorities involved
Police report number
Police agency
Fire report number
Fire department

Business Income

Average daily rate (ADR)
Occupancy rate (%)
Period of restoration — start
Period of restoration — end
Extra expense incurred

Cause Fire

Fire origin
Fire extinguished by
Smoke damage in unaffected rooms

Cause Theft

Point of entry
Items stolen
Serial numbers (if shared)

Cause Water

Water source
Water shut-off accessible
Mold visible
Pipe location
Leak repaired
Water on the floor
Room > 400 sq ft
Room/floor finished

Cause Wind

Roof age (years)
Shingle / roof type
Interior leaks visible

Commercial intake

Caller's role at the organization
Named insured (organization)
Financial contact name (GM/owner)
Financial contact email
Rooms / units out of service

Damages

Alleged cost of repair
Implicated trades
Buildings / units affected

Employee

Date of birth
SSN (last 4)
Date of hire
Occupation
Employment status

Employment & wages

WC class code
Employer FEIN
Employer NAICS
Employee preferred contact channel
Employee represented by counsel?
Attorney of record
Modified duty status
Modified duty task list
Wage continuation during modified duty
Base hourly rate
Scheduled hours per week
Overtime hours (52 wk)
Actual gross earnings (52 wk)

Estimate

Repair facility
Repair facility phone
Estimate number
Estimate date
Estimator
Estimate type
Parts subtotal
Labor subtotal
Materials subtotal
Estimate total
Supplement total
Revised total

Fleet Vehicle

Fleet unit number
Vehicle
VIN
Odometer at loss
Drivable after loss

Injury

Date of injury (DOI)
required
Time of injury
Date reported to employer
Date reported to claims administrator
Jurisdiction
Workplace address
Body part
Side (L/R/bilateral)
Nature of injury
Mechanism narrative
ICD-10 (primary)
ICD-10 (secondary)
Cause narrative
Written work restrictions
Restrictions effective date
Restrictions estimated duration (weeks)
Restrictions reassessment trigger

Inspection report

Inspection completed at
Inspection findings summary
Replacement cost value (RCV)
Actual cash value (ACV)
Recoverable depreciation
Net ACV payable now

Liability

Police report status
Disputed liability facts
Agent-filed FNOL

Litigation

Court
Case number
Date complaint filed
Date served
Responsive pleading due
Causes of action
Claimant
Plaintiff counsel
Civ. Code § 910 (SB800) notice — date served

Mitigation

Mitigation started
Mitigation vendor
Mitigation vendor phone
Contractor engaged
Contractor
Contractor phone
Preferred cleanup vendor

Mitigation invoice

Mitigation invoice vendor
Mitigation invoice total
Mitigation invoice date
Mitigation invoice number
Mitigation invoice balance due
Mitigation service start
Mitigation service completion

Other

Estimated amount
Best callback window

People & witnesses

Injuries reported
Injury summary
Witnesses

Program

Client approval status
Client approved on

Project

Project name
Project address
Insured's role on the project
Property type
Number of units

Property Condition

Displaced from property
Where they're staying now
Displaced since
Water shut off
Power shut off
Gas shut off
Prior claims at this property
Rooms affected
Floors affected
Opening to the outside

Provider

MPN status
Specialty

Rental

Rental reservation
Rental daily rate
Rental days
Rental total
Rental return date

Repair

Repair shop
Estimate number
Original estimate total
Days to repair (DTR)
Projected completion date
Supplement 1 — delta
Revised repair total
Final invoice total
Repair completed
Drop-off scheduled
Drop-off reschedule requested

Repairs

Body shop chosen
Body shop name

Risk transfer

Trade
Subcontract requires additional insured status?
Indemnity clause type
COI deficiencies
COI policy period
COI certificate holder

Statutory clocks

MPN ID

Coverage trigger

Date of substantial completion
Notice of Completion — recorded date
Alleged manifestation date
Potentially triggered policy years
Other liability coverage in the trigger window

Vehicle

Vehicle year
required
Vehicle make
required
Vehicle model
required
Drivable status
required
VIN
License plate

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Sarah Mitchell

+13035554821 · sarah.mitchell@email.comPrefers voice

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