Residency Investigation Checklist

Ensure the integrity of your policyholder's residency claims with our 'Residency Investigation Checklist.' Designed for insurance professionals, this detailed checklist provides a robust framework for verifying the authenticity of residency information. From analyzing public records to conducting field investigations, leverage this guide to uncover accurate and comprehensive insights into your policyholder's residency status, bolstering your due diligence process and policy compliance.
  PDF (9KB) Auto Property Checklists

Guarantee Of Title

For a case involving a total loss or theft of a financed motor vehicle or boat, this is an agreement that the lien holder will provide a lien free Certificate of Title to the insurance company upon receipt of a claim payment.
  PDF (18KB) Auto Management & Underwriting Salvage Letters

Accident Scene Diagram - Parking Lot

This Microsoft Word template allows users to sketch an accident scene by adding and resizing a variety of objects including vehicles, traffic signs, and other symbols and figures in a parking lot.
  DOC (186KB) Auto Liability Diagrams

Digital Photo Sheet 2

Form for digital photo documentation for an adjuster's file.
  DOC (28KB) Auto Liability Property Workers' Compensation Forms Property & Casualty

Insured's Release

The release form identifies all parties to a claim, states the date of the occurrence, and details the terms of settlement of a claim. The release contains a statement that, as a condition of the settlement, prevents any further claim or action against the insurer for the claim event in question.
  PDF (23KB) Auto Liability Property Forms Property & Casualty

Home Contents Inventory Worksheet

An itemized list detailing a homeowners possessions, useful when filing a claim or obtaining adequate coverage. Description should include make and model or serial number, purchase date and price.
  PDF (84KB) Property Forms Property & Casualty

Dog Bite Injury - Witness

Statement guideline for interviewing a witness to a dog bite injury. Includes initial questions and follow up questions based on responses given.
  PDF (16KB) Liability Statement Guides

Length Of Injury Table

Estimates of length of disability time for different types of injuries over a range of severities.
  PDF (28KB) Liability Workers' Compensation Medical Reference

Claim Acknowledgement Letter

A basic MS Word template letter sent as a best practice for the protection of all parties involved. The letter acknowledges receipt of the claim and requests contact with the insured or claimant.
  DOC (17KB) Auto Liability Property Letters

Affidavit Of Salvage Retention

Acknowledgment by the current owner that his vehicle has been declared a total loss, and that he/she has elected to retain the vehicle instead of receiving payment of salvage value. Towing and storage charges and who is responsible for paying them is included in this notarized form.
  PDF (20KB) Auto Salvage Forms Property & Casualty

Product Liability - Manufacturer/Distributor

Statement guideline for interviewing the manufacturer or distributor in a products liability claim. Includes initial questions and follow up questions based on responses given.
  PDF (13KB) Liability Statement Guides

Affidavit-Lightning Losses

This affidavit is filled out by a service provider who inspects a property and certifies lightning damage as the sole source of the loss. A notorized signature and witnesses are required.
  PDF (26KB) Property Forms Property & Casualty

Bodily Injury Reserve Worksheet

A MS Word form to track bodily injury claim reserve modifications by date, showing who authorized each change, is used to project costs associated with claim settlement.
  DOC (54KB) Liability Forms Property & Casualty

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