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 (17 KB)
Letters
Subrogation Letter To Individual/Business
A subrogation letter sent to an at-fault party requests reimbursement for automobile losses paid to insured.
DOC (18 KB)
Letters
Release & Trust Agreement (UM/UIM BI)
A release form signed by an insured when making an uninsured motorist or underinsured motorist claim. Requires the insured to cooperate in the recovery of funds from the responsible party.
PDF (24 KB)
Forms Property & Casualty
Driver’s Statement
This form provides all the details of an accident per the driver’s written and signed account of the incident.
PDF (112.742 KB)
Forms Property & Casualty
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 (9 KB)
Checklists
Diminution In Value Cases In All 50 States
Dive into the intricate world of Diminution in Value claims across the U.S. with our comprehensive state-by-state guide. Ideal for subrogation professionals, this essential document dissects first-party and third-party claim treatments, demystifying legal stances from Immediate to Inherent Diminished Value cases. Stay ahead in your field with this vital resource, ensuring you're well-equipped to navigate the complexities of varied state laws with confidence and precision.
PDF (28 KB)
Legal Reference
Adjuster Status Report
Short form for reporting the current status of a claim. Typically used by an independent adjuster.
PDF (30 KB)
Forms Property & Casualty
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 (186 KB)
Diagrams
Accident Scene Diagram - City Street / Highway Intersection
This Microsoft Word template allows users to sketch an accident scene in a street or highway intersection by adding and resizing a variety of objects including vehicles, traffic signs and other symbols.
DOC (222 KB)
Diagrams
Insurance Designation List
A list of accreditations associated with the insurance industry.
PDF (54 KB)
General Reference
A 14 Point Red Flag Checklist For Staged Collisions
The Red Flag checklist helps determine whether a rear-end collision may have been a staged accident; this maneuver is referred to as a swoop and squat crash by the Coalition Against Insurance Fraud. Claims with numerous red flags may need to be referred to the special investigations unit (SIU).
PDF (58 KB)
General Reference
Auto Theft Checklist
Details the steps that an adjuster should take when handling an auto theft claim. It also contains links to other related forms such as a reservation of rights letter, a non-waiver agreement, and an investigating officer statement guideline.
PDF (12 KB)
Checklists
Car Evaluation Analysis
Appraisal form used to determine a vehicle's value after a total loss by considering the book value and local market value (dealer quotes). Add or deduct value using a comparable vehicle model, noting trim, paint, glass, tires, power options, mechanical condition and cleanliness.
PDF (126 KB)
Forms Property & Casualty
Deductible Reimbursement Laws In All 50 States
A summary of the laws and regulations in each state with regard to whether there is a duty or obligation on the part
of a subrogated carrier to reimburse any or all of its insured’s deductible to its insured before it can successfully subrogate or seek reimbursement of its claim payments.
PDF (93 KB)
Legal Reference
