Identify who sent it and whom they represent
Record the company, adjuster, claim number, insured party, contact information, and date. More than one insurer may be involved.
Separate a request from a requirement
Highlight each requested document, interview, authorization, examination, or signature. Ask what is voluntary, what is required by a policy or law, and what the requested scope covers.
Check every stated date
A response date in a letter is not automatically the same as a statutory filing deadline. Record both and ask which deadlines have legal consequences.