WILLIAM S. COOK & ASSOCIATES
CLAIM REVIEW DOCUMENT CHECKLIST

Start with 3-5 stalled fleet claims, or call about a single owner-operator claim.
For each claim, gather:

[ ] Repair invoice and estimates or supplements
[ ] Police or accident report
[ ] Rate sheets, dispatch records, or utilization logs
[ ] Incident date and repair timeline
[ ] Return-to-service date
[ ] Towing, storage, and related expense receipts
[ ] Claim number and insurer or administrator contact
[ ] Demands, responses, and follow-up correspondence
[ ] Prior payments, signed releases, and assignments

Use a separate folder for each claim. Keep original documents.
Call Bill before sending files to confirm the document-delivery method.
Do not send bank details, Social Security numbers, or unrelated personal records.

Office: (407) 584-7789
Cell: (321) 297-3609
Orlando, Florida

Free initial review. You keep 60% of any recovery. The 40% fee comes from
the recovery only. No recovery means no fee. Accepted files require a
written claim-rights acquisition agreement.

Bill Cook is a consultant, not an attorney. This checklist is preparation
information, not legal advice. No recovery or outcome is guaranteed.