The claims process
The following initial information will be required and must be submitted via your broker:
- Policy Number
- Contact details of Insured
- Circumstance / Letter of Demand / Summons
- If a Circumstance which may lead to a claim / Regulatory Body complaint:
- Detailed description of the matter from Insured which should include at least the following:
- Date of Incident
- Brief description of incident
- Date of first demand / correspondence indicating the events may lead to a claim
- Detailed description of the matter from Insured which should include at least the following:
- If a Letter of Demand
- Copy of Letter of Demand together with all documentation received from the third party.
- Insured to submit a detailed description of the matter which should include at least the following:
- Date of Incident
- Brief description of incident
- Date of first demand / correspondence indicating the events may lead to a claim
- Statement from the insured commenting on the content / allegations in Letter of Demand.
- If a Legal Summons is received
- Copy of summons with annexures if available.
- Confirmation of exact date summons was served on the Insured.
- Copies of all relevant correspondence to the matter including date of first demand / correspondence indicating the events that may have led to a claim
- Confirmation of current status of the matter.
- Copies of any other relevant documentation in Insured’s possession.
- If a Circumstance which may lead to a claim / Regulatory Body complaint:
NB: Please note the requested information is not an exhaustive list and additional information may be requested on a case by case basis.
Claims process for brokers
Different policy types have different requirements for submissions. Click on the product claims tab to get more info.