Helps to understand the risks inherent in the contractor's operations

Written for Bermuda captives

Checklists provide insights as to how to manage typical business risks

A sample form letter for clients

A sample form letter for clients from insurance agents/brokers

A sample form letter

A sample form letter for clients from insurance agents/brokers

Text of the regulations with a sample broker fee disclosure form

Summary of the state regulations and sample standard forms

Insurance & liability forms in use by a major university

Checklist provides a snapshot into the many action items that must be faced on a major claim

Checklist for collecting information about the WC claim

What to do in the event of a property loss

Consists of 5 sections of questions

Download a series of risk management forms for churches

Claims letters and forms

Internal audit report form - claims management internal control questionnarre

Checklist for a reinsurance claims review

Download forms used by the risk management department for the state of Colorado

Application forms from a commercial lines carrier - listed by insurance program

For goods and services

Form for contractor to complete about their operations (pdf)

Theft incident form

Rating basis by line of coverage - includes instructions and forms

Example of the guidelines/form used by the State of Idaho for state owned buildings

Risk managers are legally required to report drug and medical device-related deaths & serious injuries

Form for the contractor to complete about jobsite safety program requirements

Sample clauses and forms to assist insurance industry with compliance to Gramm-Leach-Bliley Act (GLBA)

Review procedures for accuracy of claim payments and efficiency of operation

What a good broker can do for you

Sample form used by insurance brokers in Idaho to disclose broker service fees to clients

Checklist for auditing a firm's insurance risk management program

Ask your insurance broker(s) to prepare, at least annually, a Broker Stewardship Report

Checklist designed to help you evaluate your insurance carrier's safety services

Gather the information claim representatives are most likely to need when a claim is reported

General and motor vehicle claims audit procedures checklist (pdf)

Checklist to be used by a claims auditor (MS Word)

For consumers insurance claims - homeowners, auto, travel, health, life, etc

Checklist of sources for policies or secondary evidence of coverage

Audit form for insurance underwriting operations

A checklist for classifying property ownership

Property/casualty insurance risks that arise out of fortuitous events

Checklist for auditing managed care operations

A sample form used for each MGA contract

A sample audit with focus on self-insured medical plan and prescription drug plan

Full text of a sample risk transfer clause for use in a construction contract

Full text of a sample risk transfer clause for use in a construction contract involving hazmat

Model risk transfer agreement for facilities use

Model risk transfer agreement for leasing

For claims related to injury to person or damage to personal property presented to a city

Designed for homeowners

An example of a form and advice regarding its use

17 page internal controls audit for property and casualty insurance operations (pdf)

Example of a form in use by a State government

Includes risk management forms as well as the full text of the manual

Sample forms to be completed for insurance renewals by public entities

Example of a request for proposal for property-casualty insurance

Example of a request for proposal for an insurance broker

Example of a request for proposal for an insurance broker

Full text of a sample RFP for expert advice regarding risk financing for liability & WC

Example of a request for proposal for an RMIS

Example of a request for proposal for claims processing software

Full text of a sample RFP for a claims audit and actuarial study

Full text of a sample RFP used by a municipality for TPA services

Sample Request for Proposal (RFP) for commercial insurance

16 page sample request for proposal for a Third Party Administrator for WC

For the risk management department

Step by step process of conducting an audit of a risk management department with commercial insurance responsibilities

Sample forms to be used in a risk management program

A series of risk management forms in use by a major university in Canada

Sample forms in use

Series of risk management forms - public entities

Checklist for conducting and insurance risk management program audit

Child Care Agreement Between Provider and Parent

A facility inspection guidebook for performing a facility audit for due diligence

Sample RFP for risk management consulting services

A quick self-assessment of your current SIF recovery practices

Estimate the self-insured medical and indemnity cost you expect to incur & pay for next 3 years

Checklists include business interruption, D&O, health insurance, key man life insurance, liability insurance and more

Sample document

Sample agreement for the use of contractors such as pesticide applicators

An internal claims audit checklist (pdf)

Sample agreement for contracting for transportation such as bus charters

Sample agreement for use of facilties by others

Download a variety of risk management forms in use by a California university

Full text of risk management forms in use by a major university

Includes typical claims administration questionnaires and WC policy forms