Personal Lines
Sub-Sections:
-
Pet Owner Checklist
June 27, 2022 | Checklist
This checklist allows the user to identify all pets in the household and their level of training and other information.
-
Personal Auto Policy Checklist
June 20, 2022 | Charts|Checklist
This checklist for Personal Auto Policies helps the user make sure nothing is missed when writing a new policy.
-
Preparing for Disaster – A Checklist
September 23, 2020 | Checklist|Core Article Library
Checklists to use as wildfire and hurricane season approach, or any natural disaster.
-
Pandemic Checklist
April 17, 2020 | Checklist|Core Article Library
This chart identifies recommended steps to take in order to help prevent and cope with the spread of a potential pandemic virus.
-
Boatowners Survey Questionnaire
April 13, 2017 | Checklist|Charts|Core Article Library|Charts
Boatowners Survey Questionnaire March 1, 2012 The following questionnaire may be used to evaluate the needs of boatowners when purchasing coverage for…
-
Timing Red Flags
June 12, 2015 | Charts|Checklist|Emerging Risks
This checklist highlights when the timing of the loss or filing of the claim could indicate fraudulent activity.
-
Red Flags of Professionals
June 12, 2015 | Charts|Checklist|Emerging Risks
This checklist can be used when professionals such as doctors, attorneys, or other professionals may be engaged in fraudulent activity.
-
Ethics for Independent Insurance Adjusters Checklist
June 12, 2015 | Charts|Checklist
June 15, 2015 Independent insurance adjusters serve insurance companies that do not have sufficient claims staff to handle insurance claims. The…
-
Arson Investigation Checklist
June 12, 2015 | Charts|Checklist
June 15, 2015 Investigators can benefit from checklists, as well as adjusters and underwriters. When investigating a claim, it is important…
-
Arson Red Flags
June 12, 2015 | Charts|Checklist
This checklist provides various behaviors/actions/situations that could indicate arson was the cause of loss.