Non-Waiver Agreement
The non-waiver agreement is signed by the policyholder; its purpose is to protect the insurer. Insurer reserves all of its rights under the policy to investigate and defend a claim without admission of any liability for loss.
PDF (21KB)
Auto
Liability
Property
Forms Property & Casualty
Timeline Template - Horizontal
Create your own time line using this Microsoft Excel template. Just enter dates and labels.
XLS (57KB)
Auto
Liability
Property
Special Investigations
Workers' Compensation
Forms Property & Casualty
Digital Photo Sheet 1
Form for digital photo documentation for an adjuster's file.
DOC (25KB)
Auto
Liability
Property
Workers' Compensation
Forms Property & Casualty
Personal Property Summary Chart
The personal property summary itemizes rooms and areas in a house, with columns to calculate repair cost, actual cash value and replacement cost.
PDF (79KB)
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
Claim Activity Log
This MS Word form is used to document activity on an individual claim.
DOC (39KB)
Auto
Liability
Property
Workers' Compensation
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 (9KB)
Auto
Property
Checklists
Denial - Less Than Deductible
A denial letter used when the value of a claim submitted is determined to be less than the insured's deductible.
DOC (17KB)
Auto
Property
Letters
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
Schedule Of Contents
A contents inventory form, with columns to itemize place and date of purchase, cost, condition, actual value and amount claimed.
PDF (58KB)
Property
Forms Property & Casualty
Digital Photo Sheet 2
Form for digital photo documentation for an adjuster's file.
DOC (28KB)
Auto
Liability
Property
Workers' Compensation
Forms Property & Casualty
Structural Fire - Investigating Officer
Statement guideline for interviewing the investigating officer in a structural fire claim. Includes initial questions and follow up questions based on responses given.
PDF (17KB)
Property
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
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
