Heavy Equipment claim preparation checklist
Julio C. Ortega | Active Claim Adjusters LLC
(786) 547-6751 | activeadjusters@gmail.com

1. Photograph the machine, damage, surroundings, serial plate, and attachments when safe.
2. Keep purchase documents, rental agreements, equipment schedules, service records, and operating hours.
3. Save repair estimates, diagnostic findings, transport bills, and correspondence with the insurer.
4. Notify the insurer promptly, follow policy duties, and discuss inspection before nonemergency repairs or disposal.

Have ready for a later review:
- Complete insurance policy, endorsements, and applicable equipment schedules.
- Claim number and insurer correspondence.
- Dates, location, and a factual account of the event.
- Ownership or lease documents, equipment identifiers, and technical findings.
- Repair estimates, receipts, and records of any claimed additional expenses.

Put safety first and follow policy duties. Coverage depends on your policy and the facts. This checklist is not a coverage determination or technical repair advice. Do not email sensitive records until you arrange an appropriate way to share them with Julio.