Model Conflict of Interest Disclosure Letter
An Exemplar of a Proper Cumis Investigation, Analysis, Written Disclosure, and Request for Informed Written Consent “Find and Replace” terms with “&_&” Letterhead Date...
Contingent Hourly and Percentage Retainer Agreement
CONTINGENT HOURLY AND PERCENTAGE RETAINER AGREEMENT Date: __, 2020 Clients : Matter: 1. PARTIES. This Retainer Agreement (“Agreement”) is between the Clients identified above...
Arbitration Agreement
USE NOTES: The policyholder’s insurer has either denied all coverage or has agreed in writing to resolve a liability dispute by arbitration. The policyholder...
Deposition – Summary of Statutes
Right to discovery: Code Civ. Proc. §2017.210. A party may obtain discovery of insurance; the identity of the insurer, nature and limits of the...
Requests for Admission – Summary of Statutes
Code Civ. Proc. § 2033.010 Any party may obtain discovery by a written request that any other party to the action admit the genuineness...
Requests for Admission to Insurer
Pursuant to Code of Civil Procedure § 2033.010 et. seq, the demanding party identified above demands that the responding party identified above admit the...
Verified Complaint – Declaratory Relief and Injunction
Hyperlink to download a Model Verified Complaint for Declaratory Relief, and Violation of Bus. & Prof. Code section 17200, and other causes of action...
Coverage Questionnaire
Definitions “business practice” means a standard adopted or implemented, or a method, act, or practice in the business of insurance, performed with such frequency...
Verified Complaint – Pay Cumis Counsel
USE NOTES The following is a list of code words embedded in some draft documents. Readers may conveniently customize model documents by using the...
Deposition Outline: Claim Agent
USE NOTES: An object of deposing insurance claims agents is to establish that they make bad decisions, and that they were made knowingly or...