Category: Model Documents

Downloadable draft documents for readers to adapt and use

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...

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 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...

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...

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...
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