AI CLAIM REPORT: PRE-SUBMISSION REVIEW FOR INSURANCE ADJUSTERS
FieldScribe AI editorial working aid | Updated October 29, 2026
Not an official RICS form, compliance certificate or substitute for judgement.

BEFORE USE
[ ] Firm approval, data permissions and client obligations checked.
[ ] Supplier retention, access, training use and deletion terms assessed.
[ ] Applicable professional/regulatory requirements identified.
[ ] Carrier or adjusting firm's assignment instructions and authorized role checked.

REVIEW RECORD
Report reference and version:
Drafting system:
Reviewer and review date:
Source evidence examined:

[ ] Factual assertions checked against original records.
[ ] Dates, names, measurements, quantities and photo references reconciled.
[ ] Draft preserves source uncertainty, attribution and inspection limits.
[ ] Consequential calculations and assumptions independently checked.
[ ] Policy clauses and regulatory citations opened and verified for applicability.
[ ] Narrative, estimate and coverage analysis kept distinct; shared figures reconciled.
[ ] Conflicting evidence, inaccessible areas and outstanding questions retained.
[ ] Scope and depth of review appropriate to the consequences of error.

SUBSTANTIVE CORRECTIONS — repeat as necessary
Draft assertion:
Evidence checked:
Correction / reason:

UNRESOLVED ITEMS
Issue:
Required action:
Responsible role:

RELEASE DECISION
[ ] Hold pending resolution.
[ ] Ready for authorised professional sign-off.
Decision and reasons:

Guide: https://fieldnotesai.com/blog/ai-survey-report-review-before-signing
Additional reference only for work within RICS scope:
https://www.rics.org/profession-standards/rics-standards-and-guidance/conduct-competence/responsible-use-of-ai
This checklist does not cover every requirement of that standard.