| GCat | Risk Management |
| MCat | Insurance |
| SCat | Insurance Forms |
Various risk management, insurance, liability, and workers comp forms. ACORD forms. Sample RFPs. Transfer of risk clauses for contracts.
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Hot Topics: Samples: Forms & Checklists
Professional Guides: Business Manager, Claims & Injury Managers, Human Resources Manager, Occupational Medicine, Property Manager, Risk Manager, Safety Director
Business Risk Management Checklists [21743] 
Checklists provide insights as to how to manage typical business risks
Checklists provide insights as to how to manage typical business risks
CA-California Sample Letter For Insurance Carrier Rehabilitation [30025]
A sample form letter for clients from insurance agents/brokers
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
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
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
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
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
Checklist provides a snapshot into the many action items that must be faced on a major claim
Checklist for Handling Worker's Compensation Claims [21552]
Checklist for collecting information about the WC claim
Checklist for collecting information about the WC claim
Checklist for Responding to and Securing Insurance for a First Party Property Loss ![[pdf]](graphics/file_pdf.gif)
[24084]
What to do in the event of a property loss
[24084] What to do in the event of a property loss
Checklist for Securing Insurance Coverage for Mass Tort Liabilities [31367]
Consists of 5 sections of questions
[31367] Consists of 5 sections of questions
Claims Management Audit Program [27551]
Internal audit report form - claims management internal control questionnarre
[27551] Internal audit report form - claims management internal control questionnarre
CO-Colorado Risk Management Forms [11170]
Download forms used by the risk management department for the state of Colorado
Download forms used by the risk management department for the state of Colorado
Commercial Lines Application Forms [15967]
Application forms from a commercial lines carrier - listed by insurance program
Application forms from a commercial lines carrier - listed by insurance program
Contractor Risk Profile Form [25372]
Helps to understand the risks inherent in the contractor's operations
Helps to understand the risks inherent in the contractor's operations
Exposure Reporting Manual [23422]
Rating basis by line of coverage - includes instructions and forms
Rating basis by line of coverage - includes instructions and forms
Facilities Use Hold Harmless Agreement & Insurance Requirements [27931]
Example of the guidelines/form used by the State of Idaho for state owned buildings
[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
Risk managers are legally required to report drug and medical device-related deaths & serious injuries
General Contractor Safety Form [25620]
Form for the contractor to complete about jobsite safety program requirements
[25620] Form for the contractor to complete about jobsite safety program requirements
GLBA Sample Privacy Policy Notice Clauses [30027]
Sample clauses and forms to assist insurance industry with compliance to Gramm-Leach-Bliley Act (GLBA)
[30027] Sample clauses and forms to assist insurance industry with compliance to Gramm-Leach-Bliley Act (GLBA)
Health Benefits Administration Program Audit ![[doc]](graphics/file_doc.gif)
[27554]
Review procedures for accuracy of claim payments and efficiency of operation
[27554] Review procedures for accuracy of claim payments and efficiency of operation
ID-Idaho L&H Insurance Producer Fee Disclosure Form [27892]
Sample form used by insurance brokers in Idaho to disclose broker service fees to clients
[27892] Sample form used by insurance brokers in Idaho to disclose broker service fees to clients
Insurance & Risk Management Program Audit [26074]
Checklist for auditing a firm's insurance risk management program
Checklist for auditing a firm's insurance risk management program
Insurance Broker Stewardship Outline [11381]
Ask your insurance broker(s) to prepare, at least annually, a Broker Stewardship Report
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
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
Gather the information claim representatives are most likely to need when a claim is reported
Insurance Claims Audit Procedures [26073]
General and motor vehicle claims audit procedures checklist (pdf)
[26073] General and motor vehicle claims audit procedures checklist (pdf)
Insurance Policy Reconstruction Checklist [24082]
Checklist of sources for policies or secondary evidence of coverage
[24082] Checklist of sources for policies or secondary evidence of coverage
ISO Commercial Property Classification Checklist [26505]
A checklist for classifying property ownership
A checklist for classifying property ownership
M&A Due Diligence Checklist [14010]
Property/casualty insurance risks that arise out of fortuitous events
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
A sample audit with focus on self-insured medical plan and prescription drug plan
Model Risk Transfer Clauses: Construction Agreements [8213]
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
Model Risk Transfer Clauses: Construction Contracts with Hazardous Materials [9772]
Full text of a sample risk transfer clause for use in a construction contract involving hazmat
Full text of a sample risk transfer clause for use in a construction contract involving hazmat
Model Risk Transfer Clauses: Facilities Use [12202]
Model risk transfer agreement for facilities use
Model risk transfer agreement for facilities use
Notice of Claim Form [7934]
For claims related to injury to person or damage to personal property presented to a city
For claims related to injury to person or damage to personal property presented to a city
Notice of Loss Forms [19676]
Forms in use by the state agenies in Connecticut to report insurance losses
Forms in use by the state agenies in Connecticut to report insurance losses
Property and Casualty Forms [23619]
Sample forms for workers comp, central fleet management and much more
Sample forms for workers comp, central fleet management and much more
Property and Casualty Internal Controls Questionnaire [26080]
17 page internal controls audit for property and casualty insurance operations (pdf)
[26080] 17 page internal controls audit for property and casualty insurance operations (pdf)
Property/Liability Forms [15598]
Includes risk management forms as well as the full text of the manual
Includes risk management forms as well as the full text of the manual
Renewal Questionnaire Forms [21985]
Sample forms to be completed for insurance renewals by public entities
Sample forms to be completed for insurance renewals by public entities
RFP - Agent/Broker Services for Property Insurance Program [32363]
Example of a request for proposal for property insurance
Example of a request for proposal for property insurance
RFP - Liability & Workers Compensation Risk Financing Study [15691]
Full text of a sample RFP for expert advice regarding risk financing for liability & WC
Full text of a sample RFP for expert advice regarding risk financing for liability & WC
RFP - Risk Management Consultant Services [32364]
Example of a request for proposal for risk management consulting
Example of a request for proposal for risk management consulting
RFP - Risk Management Information Systems [32362]
Example of a request for proposal for claims processing software
Example of a request for proposal for claims processing software
RFP - Workers Compensation Claim Audit & Actuarial Study [15689]
Full text of a sample RFP for a claims audit and actuarial study
Full text of a sample RFP for a claims audit and actuarial study
RFP - Workers Compensation Claims Administration [15688]
Full text of a sample RFP used by a municipality for TPA services
Full text of a sample RFP used by a municipality for TPA services
RFP: Guide to Personal Service Contracting [23146]
Includes a sample RFP, evaluation scoring sheet and contract
Includes a sample RFP, evaluation scoring sheet and contract
RFP: Workers Compensation TPA [18700]
16 page sample request for proposal for a Third Party Administrator for WC
16 page sample request for proposal for a Third Party Administrator for WC
Risk Management Department Audit [26078]
Step by step process of conducting an audit of a risk management department with commercial insurance responsibilities
Step by step process of conducting an audit of a risk management department with commercial insurance responsibilities
Risk Management Forms [10997]
A series of risk management forms in use by a major university in Canada
A series of risk management forms in use by a major university in Canada
Risk Management Program Audit [26077]
Checklist for conducting and insurance risk management program audit
Checklist for conducting and insurance risk management program audit
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
Checklists include business interruption, D&O, health insurance, key man life insurance, liability insurance and more
Subcontract Audit Form [25373]
Form used to audit subcontract documents and subcontractor certificates of insurance
Form used to audit subcontract documents and subcontractor certificates of insurance
TPA Employee Health Care Benefits Audit Program [27552]
Third Party Administrator Internal Audit Procedures checklist
Third Party Administrator Internal Audit Procedures checklist
Transportation - Bus Charter Agreement [19616]
Sample agreement for contracting for transportation such as bus charters
Sample agreement for contracting for transportation such as bus charters
WI-Wisconsin Risk Management Forms [14516]
Full text of risk management forms in use by a major university
Full text of risk management forms in use by a major university
Workers Compensation Forms [26354]
Includes typical claims administration questionnaires and WC policy forms
Includes typical claims administration questionnaires and WC policy forms
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