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 (19 KB)
Letters
Medical Authorization (HIPAA Compliant)
Authorization form for disclosure of medical records, in compliance with HIPAA requirements.
PDF (16 KB)
Forms Property & Casualty
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
Claim Activity Log
This MS Word form is used to document activity on an individual claim.
DOC (39 KB)
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 (17 KB)
Letters
Digital Photo Sheet 1
Form for digital photo documentation for an adjuster's file.
DOC (25 KB)
Forms Property & Casualty
Employment, Wage & Med. Authorization
An employee authorization form allowing release of employment, wage and medical information to another party.
PDF (17 KB)
Forms Property & Casualty
Adjuster's Log Sheet
Daily log to document adjuster activity on a specific claim.
PDF (26 KB)
Forms Property & Casualty
Length Of Injury Table
Estimates of length of disability time for different types of injuries over a range of severities.
PDF (28 KB)
Medical Reference
Timeline Template - Horizontal
Create your own time line using this Microsoft Excel template. Just enter dates and labels.
XLS (57 KB)
Forms Property & Casualty
ACORD Forms
A list of ACORD forms used by insurance agents, with a link to purchase documents including personal property applications, schedules, loss notices, workers compensation forms, excess and surplus lines sections, and policy change requests.
PDF (0 KB)
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 (15 KB)
Statement Guides
