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Position Auditor

Carrier coverage position · audit · insured brief · refutation outline

Claim Facts (our file)

Pull a claim from Command Deck

Insured / Claim Name

Claim #

Policy #

Carrier

Our Date of Loss

State

Cause of Loss (our position)

Key policy provisions / forms on file (optional but sharpens the audit)

Carrier's Letter (ROR / denial / position)

Paste the letter text

Or attach the letter as a PDF — it will be read directly.

Audit Insured Brief Refutation

1 · Audit & Discrepancy Report

2 · Insured Explanation — Draft (requires adjuster approval)

Commitment logged

This email promises the insured a comprehensive position note to follow. That promise is now an obligation — Team Lead + Lead Public Adjuster owe the follow-up.

Follow-up due

3 · Refutation Outline (internal — for the adjusting team)

DRAFTS REQUIRE REVIEW AND APPROVAL BY A LICENSED PUBLIC ADJUSTER BEFORE ANY USE. THE AUDIT IS AN ANALYTICAL AID, NOT A COVERAGE DETERMINATION OR LEGAL ADVICE. VERIFY EVERY EXTRACTED FACT AGAINST THE SOURCE DOCUMENTS.