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Home inventory worksheet

A room-by-room booklet that helps clients document belongings before a claim.

For insurance agents

A booklet clients fill in before they need it

Room by room, everything they own, with your name on the cover.

Pick the rooms, add a cover and a tips page, and print a booklet that makes a claim faster and starts a coverage conversation.

Your nameYour title · Your brokerage · DRE #00000000
(000) 000-0000 · you@brokerage.com
Your brokerage
Prepared for The Nguyen household

Home
inventory

A complete inventory makes a claim faster and easier. Take an afternoon to fill this in, then keep a copy somewhere safe outside your home.

1Walk through one room at a time.
2List items, then snap a photo of each.
3Check off photos and receipts as you go.
Your name · DRE #00000000 · Your brokerage · (000) 000-0000
For educational purposes only; not a quote or coverage advice.
Made with Prosperk
CoverYour branding, the household and three simple steps.

Tips for a complete inventory

01Photograph or video every room, including inside closets and drawers.
02Record serial and model numbers for electronics and appliances.
03Keep receipts and appraisals for jewelry, art and collectibles.
04Store a copy offsite, like a cloud folder or with a family member.
05Update it once a year and after any big purchase.
Questions about your coverage? Call Your name at (000) 000-0000.
Your name · DRE #00000000 · Your brokerage · (000) 000-0000
For educational purposes only; not a quote or coverage advice.
Made with Prosperk
Tips pageFive tips and your claims line.

Kitchen

Page 3 of 3
Item Description / serial # Purchased Value Photo Receipt
$
$
$
$
$
$
$
$
$
$
$
$
Your name · DRE #00000000 · Your brokerage · (000) 000-0000
Made with Prosperk
Room pagesA table per room with photo and receipt checkboxes.
Free to use, no signup needed.

Rooms

6 rooms. Each gets its own page.

Letter booklet · 8 pagesSample text
Your nameYour title · Your brokerage · DRE #00000000
(000) 000-0000 · you@brokerage.com
Your brokerage
Prepared for The Nguyen household

Home
inventory

A complete inventory makes a claim faster and easier. Take an afternoon to fill this in, then keep a copy somewhere safe outside your home.

1Walk through one room at a time.
2List items, then snap a photo of each.
3Check off photos and receipts as you go.
Your name · DRE #00000000 · Your brokerage · (000) 000-0000
For educational purposes only; not a quote or coverage advice.
Made with Prosperk
What you’ll get: A print-ready PDF booklet, one page per room, or a fillable PDF clients type into.

How it works

A home inventory booklet in three steps

  1. Step 1

    Choose rooms

    Pick from common rooms or add your own.

  2. Step 2

    Add a cover and tips

    Your branding, short instructions and a tips page.

  3. Step 3

    Download

    A print-ready PDF, one page per room.

Why it matters

A documented home makes claims easier

Memory isn’t enough after a loss

Listing items ahead of time helps clients recall what they owned.

Photos and receipts help

Checkboxes remind clients to capture proof as they go.

It starts a coverage talk

An inventory often reveals valuables that need extra coverage.

Questions about the Home Inventory

Yes. Download the fillable PDF and they can type into every field.