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)
Checklists
Subrogation Letter To Individual/Business
A subrogation letter sent to an at-fault party requests reimbursement for automobile losses paid to insured.
DOC (18KB)
Letters
Adjuster Status Report
Short form for reporting the current status of a claim. Typically used by an independent adjuster.
PDF (30KB)
Forms Property & Casualty
Release & Subrogation Receipt
A legal form signed by an insured acknowledging receipt of settlement and release of all subrogation rights to the insurer.
PDF (29KB)
Forms Property & Casualty
PIP Application For Benefits
This application form to obtain personal injury protection benefits requests information regarding claimant's employment, income, injury, treatment dates and medical bills received, plus any loss of wages due to the accident.
PDF (33KB)
Forms Property & Casualty
Building Terminology Chart
Dozens of common building terms and their definitions.
PDF (34KB)
General Reference
Digital Photo Sheet 2
Form for digital photo documentation for an adjuster's file.
DOC (28KB)
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)
Statement Guides
Medical Terminology Chart
A chart of common medical terms and their meanings.
PDF (20KB)
Medical Reference
Request For Medical Docs/Bills From Dr.
A form letter requesting medical documents and bills from a physician providing treatment to a claimant, sent with a medical authorization.
DOC (17KB)
Letters
Building Repair Estimate
Form used to calculate building repair costs, which includes replacement and actual cash value appraisal of the damaged property, and an itemized list of building materials, quantities, and labor.
PDF (83KB)
Forms Property & Casualty
Release & Authorization Of Payment
Used as a general release form which is signed by insureds and specifies payment to settle a claim. The release contains a statement that, as a condition of the settlement, prevents any further claim or legal action against the insurer for the loss event.
PDF (26KB)
Forms Property & Casualty
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 (222KB)
Diagrams
