Claim Summary
424 7th Street SE, Hickory NC, 28602
Client Status Story
This narrative is the customer-facing translation layer above the raw claim logic.
This file needs internal review before the next external update is released. That review helps make sure the next customer-facing explanation is accurate and complete.
Next step
Next step: Record the primary customer contact.
Money story
The money section below shows what has been credited by the carrier, what has actually been paid out, and what still appears to remain open. We keep that section separate so the customer can see both the story and the numbers clearly.
Who has the ball
Our office has the ball. Waiting 0 business days.
Waiting 0 business days. Due in 2 days
Review before publish
Simple explanations
Source references
Current workflow snapshot
Current financial summary projection
Abatement / Abatemasters
Contract $5,597.27, carrier $5,597.27, paid $5,037.54
Pack Out / Pack Out Plus
Contract $26,902.09, carrier $29,891.21, paid $26,902.09
Rebuild / Rapid Refurb
Contract $34,928.14, carrier $26,344.77, paid $23,710.29
Claim
1: 33-88J6-21T
Mary Weaver
424 7th Street SE, Hickory NC, 28602
Carrier
State Farm
Date of loss: Jul 30, 2025
Contract date: Aug 6, 2025
Status: Open
Mortgage / Fee
NationStar Mortgage
Claim Guardians fee: 10%
Generated: Jun 15, 2026
Claim Workflow
Ball with Our office. Confirm the customer was informed of the endorsement process: Mortgage company involvement was marked, but the customer has not yet been confirmed as informed that Claim Guardians fees are due before endorsements are released.
Aging
0 business days
Next Best Action
Record the primary customer contact
Save the insured phone number and email if available.
Management Review
1 open item
Customer Summary
This summary focuses on three questions: what the work currently totals, what has actually been paid to the contractor or vendor, and what amount still appears to remain with the homeowner or elsewhere in the claim process.
Current Vendor Contract Total
Current total of all contractor and vendor work now in the claim.
$85,212.85
Carrier Funds Received
Carrier funds currently logged through checks and claim payments.
$84,209.42
Paid To Contractors / Vendors
Amount actually disbursed to contractors or vendors from claim funds.
$72,179.75
Carrier Holdback Still Expected
Approved carrier holdback still expected to be released later.
$8,583.37
Claim Guardians Fee
Claim Guardians fee tied to claim payments already tracked in this file.
$7,660.10
Remaining Recoverable Depreciation
Depreciation that still appears available to recover based on claim activity.
$8,583.37
Estimated Homeowner Responsibility
Current contract total minus what has actually been paid to vendors, minus any carrier holdback still expected.
$5,140.53
Claim-wide Vendor Summary
| Service Type | Vendor | Contract Total | Carrier Credited | Actually Paid | Holdback | Claim Guardians Fee | Homeowner Resp. |
|---|---|---|---|---|---|---|---|
| Abatement | Abatemasters | $5,597.27 | $5,597.27 | $5,037.54 | $0.00 | $559.73 | $559.73 |
| Pack Out | Pack Out Plus | $26,902.09 | $29,891.21 | $26,902.09 | $0.00 | $2,989.12 | $0.00 |
| Rebuild | Rapid Refurb | $34,928.14 | $26,344.77 | $23,710.29 | $8,583.37 | $2,634.48 | $2,634.48 |
| Mitigation | Roto-Rooter | $15,839.03 | $16,965.43 | $16,529.83 | $0.00 | $1,282.14 | $0.00 |
| Contents | Units | $1,946.32 | $1,946.32 | $0.00 | $0.00 | $194.63 | $1,946.32 |
| Claim Totals | $85,212.85 | $80,745.00 | $72,179.75 | $8,583.37 | $7,660.10 | $5,140.53 | |
Vendor 1
Service Type: Abatement
Current Contract Total
$5,597.27
Vendor 2
Service Type: Pack Out
Current Contract Total
$26,902.09
Vendor 3
Service Type: Rebuild
Current Contract Total
$34,928.14
Vendor 4
Service Type: Mitigation
Current Contract Total
$15,839.03
Vendor 5
Service Type: Contents
Current Contract Total
$1,946.32
How To Read This Summary
Carrier funds credited
This shows claim funds tied to a vendor contract, whether those funds were sent directly or are still moving through the claim process.
Actually paid to contractor / vendor
This shows only the amount that was truly disbursed to the contractor or vendor based on the money-flow tracking.
Estimated homeowner responsibility
This is the current contract amount less the amount actually paid to the vendor, less any carrier holdback still expected.