Print it, keep it in the glovebox or by the phone, and fill it in as things happen. When the adjuster asks for dates, names or receipts, everything is in one place.
1. Collision summary
2. People and vehicles
Role
Name/contact
Vehicle/plate
Insurer/policy
Driver 1
Driver 2
Witness
Witness
3. Evidence checklist
Wide scene photos
All vehicle sides
Damage close-ups
Plates and identifiers
Signals and signs
Road and weather
Witness contacts
Camera locations
Police report
Dashcam preserved
Tow and repair records
Personal property damage
4. Medical and recovery tracker
Date
Provider / event
Symptoms or findings
Instructions / next step
5. Work and daily function
Date
Work missed or modified
Household / care impact
Supporting record
6. Expense log
Date
Expense
Purpose
Amount
Receipt?
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7. Insurance and claim call log
Date
Person / organization
What was discussed
Promise / deadline / next step
8. Deadline and document register
Item
Due date
Who confirmed it
Completed
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9. Before signing a settlement or release
I understand every party and claim being released.
I understand whether future medical or benefit rights end.
I have reviewed the medical prognosis and future needs.
Income and out-of-pocket losses are documented.
I know the gross amount, every deduction, and estimated net amount.
Liens, benefit repayment, legal fees, costs, taxes, and prior payments are addressed.
I understand remaining risks, alternatives, and deadlines.
I obtained independent advice where the consequences are significant.
Educational organizational tool only. Keep sensitive information secure. Do not leave this workbook in a vehicle or public place.