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GCat: Risk Management
MCat: Insurance
Cat: Insurance Forms

Various risk management, insurance, liability, and workers comp forms. ACORD forms. Sample RFPs. Transfer of risk clauses for contracts.

65 Resources
Risk Management Forms [26074] ?

A series of checklists and forms in use at a major university

Business Continuity Plan Checklist [21743] ?

To assist with business continuity management process

Business Insurance Coverage Checkup for Technology Companies [31367] ?

Helps you determine if your business is properly protected

Business Owners Insurance Checklist [24084] ?

ill make it easier to talk to your agent about what insurance you need.

Updated Business Plan Tools for Captives [19203] ?

Templates and tools

CA-California Sample Letter For Downrating [pdf] [30023] ?

A sample form letter for clients

CA-California Sample Letter For Insurance Carrier Rehabilitation [30025] ?

A sample form letter for clients from insurance agents/brokers

CA-California Sample Letter For Insurer Insolvency [30024] ?

A sample form letter for clients from insurance agents/brokers

CA-California Standard Broker Fee Agreement [30026] ?

Text of the regulations with a sample broker fee disclosure form

CA-California Standard Broker Fee Disclosure & Fee Agreement [27887] ?

Summary of the state regulations and sample standard forms

CA-California University Risk Management Forms [14039] ?

Insurance & liability forms in use by a major university

Case Management Techniques for Major Fire Losses [23626] ?

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

Cash Recovery Checklist [pdf] [26076] ?

Is Valuable Cash Tied Up in Your Insurance Programs?

Claims Forms Center [19377] ?

Claims letters and forms

Claims Reviews - Guiding Principles [pdf] [27254] ?

Checklist for a reinsurance claims review

Construction Industry Insurance Coverage Checklist [pdf] [24082] ?

To help construction contractors determine the scope of their current insurance coverage

Contract Clauses Managing, Allocating, Transferring Construction Risks [pdf] [8213] ?

Contract clauses based on Colorado law

Contract Review Checklist [25622] ?

For goods and services

Contractor Risk Profile Form [25621] ?

Form for contractor to complete about their operations (pdf)

Equipment Lease Agreement and Guide [pdf] [12203] ?

Sample contract language for use in leasing agreements

Event Planning Risk Management Checklist [pdf] [39926] ?

Example of a form used by a major university's risk management department

Example Security Incident Form [pdf] [16591] ?

Security incident report form example

Exposure Reporting Manual [23422] ?

Rating basis by line of coverage - includes instructions and forms

Facilities Use Hold Harmless Agreement & Insurance Requirements [pdf] [27931] ?

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

FDA MedWatch Reporting Forms [22447] ?

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

General Contractor Safety Audit Form [pdf] [25620] ?

Form for the contractor to complete about jobsite safety program requirements

General Incident Report [pdf] [26072] ?

(Documents and describes any type of personal injury or property damage incurred by non-employees

ID-Idaho L&H Insurance Producer Fee Disclosure Form [pdf] [27892] ?

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

Insurance Broker Stewardship Outline [11381] ?

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

Insurance Carrier Safety Checklist [4804] ?

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

Insurance Claim Checklist [35165] ?

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

Insurance Claims Checklists [23619] ?

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

Insurance Due Diligence Checklist for Mergers [pdf] [26075] ?

A mergers and acquisitions insurance due diligence checklist

Insurer Internal Controls Questionnaires [26080] ?

Internal controls audits for property and casualty, health/HMO, life insurance operations

ISO Commercial Property Classification Checklist [26505] ?

A checklist for classifying property ownership

M&A Due Diligence Checklist [14010] ?

Property/casualty insurance risks that arise out of fortuitous events

Medical Claims Audit of Third Party Administrators [27553] ?

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

Notice of Claim Form [pdf] [7934] ?

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

Personal Property Inventory Form [pdf] [23823] ?

Designed for homeowners

Personal Umbrella Comparison Form [31659] ?

An example of a form and advice regarding its use

Property/Liability Forms [15598] ?

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

Release of All Claims Form [pdf] [27551] ?

A sample form in use at a major university

Renewal Questionnaire Forms [21985] ?

Sample forms to be completed for insurance renewals by public entities

RFP - Broker, Risk Management, TPA [pdf] [15689] ?

Text of a sample RFP for an insurance broker, risk management and TPA claims services

RFP - Risk Management Information System [pdf] [37223] ?

Example of a request for proposal for an RMIS

RFP - Workers Compensation Claims Administration [pdf] [15688] ?

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

RFP: Insurance Agent of Record [pdf] [26854] ?

Sample Request for Proposal (RFP) for port commercial insurance

RFP: Workers Compensation TPA [18700] ?

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

Risk & Insurance Audit Checklist [pdf] [26077] ?

Checklist for conducting an insurance risk management program audit

Risk Management Division Forms [15791] ?

Sample forms to be used in a risk management program

Risk Management Forms [10997] ?

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

Risk Management Forms [21954] ?

Sample forms in use

Risk Management Forms Library [14025] ?

Series of risk management forms - public entities

Sample Facilities Use Agreement [pdf] [12202] ?

Example of a facilities use agreement form in use by a community college in IN

Self-Insurance Audit Checklist for WC [pdf] [26078] ?

For the State of Washington

Self-Insurance Worksheet [18766] ?

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

Small Business Insurance Checklists [22180] ?

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

Subcontract Form [19617] ?

Sample agreement for the use of contractors such as pesticide applicators

Summary of Benefits and Coverage (SBC) Template [doc] [27554] ?

For compliance with Affordable Care Act Implementation

TPA Compliance Checklist [pdf] [26071] ?

An insurance administrator compliance checklist

Use of Facilties Sample Form [doc] [19615] ?

Sample agreement for use of facilties by others

Various Risk Management Forms [19368] ?

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

WA-Washington WC Claims Checklists [26073] ?

For used by self-insureds

WI-Wisconsin Risk Management Forms [14516] ?

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


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