Tracking Estimate Revisions: Managing Multiple Versions of Your Claim
Never overwrite an old estimate with a new one; always save and number every version you receive. Use an unambiguous file naming convention (e.g., YYYY-MM-DD_Version_X) to prevent opening the wrong document during calls. Maintain a simple written log to track the differences between estimate versions, including date received and bottom-line totals. When an adjuster sends … Read more