| (2) | For each investigation, adjustment, or transaction, a record described in Subsection (1) shall include:
| (a) | the name of the insured; |
| (b) | the date, location, and amount of the loss the insured incurs; |
| (c) | a copy of the contract between the public adjuster and the insured; |
| (d) | for each policy an insured carries that relates to the loss the insured incurs:
| (i) | the name of the insurer; |
| (ii) | the amount of the policy; |
| (iii) | the expiration date of the policy; and |
| (iv) | the number of the policy; |
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| (e) | an itemized statement of each of the insured's recoveries; |
| (f) | an itemized statement of all compensation the public adjuster receives in connection with the investigation, adjustment, or transaction; |
| (g) | a register of all money the public adjuster receives, deposits, disburses, or withdraws in connection with a transaction with an insured, including:
| (ii) | a disbursement from a trust account; or |
| (iii) | a transaction that involves an interest-bearing account; |
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| (h) | the name of the public adjuster that executed the contract; |
| (i) | the name of the attorney that represents the insured, if applicable; |
| (j) | the name of the insurance company's claims representative; and |
| (k) | documentation that the public adjuster meets all applicable statutory financial responsibility requirements. |
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