Reservation Of Rights Letter
The reservation of rights letter notifies the policyholder that the insurer reserves the right to deny coverage of a claim, in whole or part, pending outcome of a claims investigation.
DOC (19KB)
Letters
Law Digest Guides
The Insurance Law Digest is a series of PDF files that provide summaries of insurance laws for each U.S. state and the Canadian province.
PDF (KB)
General Reference
Medical Authorization (HIPAA Compliant)
Authorization form for disclosure of medical records, in compliance with HIPAA requirements.
PDF (16KB)
Forms Property & Casualty
Adjuster's Log Sheet
Daily log to document adjuster activity on a specific claim.
PDF (26KB)
Forms Property & Casualty
Timeline Template - Horizontal
Create your own time line using this Microsoft Excel template. Just enter dates and labels.
XLS (57KB)
Forms Property & Casualty
Claim Activity Log
This MS Word form is used to document activity on an individual claim.
DOC (39KB)
Forms Property & Casualty
Workers' Compensation Accident - Employee
Statement guideline for interviewing the employee/claimant in a workers' compensation claim. Includes initial questions and follow up questions based on responses given.
PDF (15KB)
Statement Guides
Length Of Injury Table
Estimates of length of disability time for different types of injuries over a range of severities.
PDF (28KB)
Medical Reference
Digital Photo Sheet 1
Form for digital photo documentation for an adjuster's file.
DOC (25KB)
Forms Property & Casualty
Acknowledgement Of Representation
This is an MS Word template letter to acknowledge notification of legal representation of a claimant. Most commonly used in PIP or bodily injury claims, where there is a potential for coverage dispute litigation.
DOC (17KB)
Letters
Employment, Wage & Med. Authorization
An employee authorization form allowing release of employment, wage and medical information to another party.
PDF (17KB)
Forms Property & Casualty
Adjuster Status Report
Short form for reporting the current status of a claim. Typically used by an independent adjuster.
PDF (30KB)
Forms Property & Casualty
