Risk Mgt » Forms



Various insurance, liability, WC 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

There are 40 other categories related to Risk Mgt / Forms in the Libraries & Directories.

2000 Edition ISO Commercial Property Forms: CP 00 30 - Changes [12216] Location
Reviews the changes made to the 2000 edition of the business income and extra expense coverage form

Business Plan Template for Captives [19203] Location
Written for Bermuda captives

CA-California Risk Management Forms [14039] Location
Insurance & liability forms in use by a major university

CA-California Sample Insurance Privacy Form [27888] Location
A sample privacy statement and opt-in/out form

CA-California Sample Letter For Downrating [pdf] [30023] Location
A sample form letter for clients

CA-California Sample Letter For Insurance Carrier Rehabilitation [30025] Location
A sample form letter for clients from insurance agents/brokers

CA-California Sample Letter For Insurer Insolvency [30024] Location
A sample form letter for clients from insurance agents/brokers

CA-California SB 899 Checklist [pdf] [30032] Location
Employer checklist to prepare for implementation of SB 899

CA-California Standard Broker Fee Agreement [30026] Location
Text of the regulations with a sample broker fee disclosure form

CA-California Standard Broker Fee Disclosure & Fee Agreement [27887] Location
Summary of the state regulations and sample standard forms

Case Management Techniques for Major Fire Losses [23626] Location
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] Location
Checklist for collecting information about the WC claim

Checklist for Securing Insurance Coverage for Mass Tort Liabilities [pdf] [31367] Location
Consists of 5 sections of questions

Church Risk Management Forms [25273] Location
Download a series of risk management forms for churches

Claims Forms Center [19377] Location
Claims letters and forms

Claims Management Audit Program [pdf] [27551] Location
Internal audit report form - claims management internal control questionnarre

Claims Reviews - Guiding Principles [pdf] [27254] Location
Checklist for a reinsurance claims review

CO-Colorado Risk Management Forms [11170] Location
Download forms used by the risk management department for the state of Colorado

Commercial Lines Application Forms [15967] Location
Application forms from a commercial lines carrier - listed by insurance program

Contract Review Checklist [25622] Location
For goods and services

Contractor Risk Profile Form [25372] Location
Helps to understand the risks inherent in the contractor's operations

Contractor Risk Profile Form [25621] Location
Form for contractor to complete about their operations (pdf)

Example Theft Incident Form [16591] Location
Theft incident form

Exposure Reporting Manual [23422] Location
Rating basis by line of coverage - includes instructions and forms

Facilities Use Hold Harmless Agreement & Insurance Requirements [pdf] [27931] Location
Example of the guidelines/form used by the State of Idaho for state owned buildings

FDA MedWatch Reporting Forms [22447] Location
Risk managers are legally required to report drug and medical device-related deaths & serious injuries

General Contractor Safety Form [pdf] [25620] Location
Form for the contractor to complete about jobsite safety program requirements

GLBA Sample Privacy Policy Notice Clauses [pdf] [30027] Location
Sample clauses and forms to assist insurance industry with compliance to Gramm-Leach-Bliley Act (GLBA)

Group Medical Insurance Policy Claims Audit [doc] [27553] Location
Outlines audit objectives and steps to audit claims and to audit premium statistics

Health Benefits Administration Program Audit [doc] [27554] Location
Review procedures for accuracy of claim payments and efficiency of operation

Updated Homeowner Insurance Checklist for Summer [19457] Location
Top ten checklist to determine if coverage is adequate for vacation property, boats, etc.

ID-Idaho L&H Insurance Producer Fee Disclosure Form [pdf] [27892] Location
Sample form used by insurance brokers in Idaho to disclose broker service fees to clients

ID-Idaho P&C Insurance Producer Fee Disclosure Form [pdf] [27891] Location
Sample form used by insurance brokers in Idaho to disclose broker service fees to clients

Insurance & Risk Management Program Audit [26074] Location
Checklist for auditing a firm's insurance risk management program

Insurance Broker Stewardship Outline [11381] Location
Ask your insurance broker(s) to prepare, at least annually, a Broker Stewardship Report

Insurance Carrier Safety Checklist [4804] Location
Checklist designed to help you evaluate your insurance carrier's safety services

Insurance Claims Audit Procedures [pdf] [26073] Location
General and motor vehicle claims audit procedures checklist (pdf)

Insurance Claims Audit Review [doc] [26072] Location
Checklist to be used by a claims auditor (MS Word)

Insurance Policy Reconstruction Checklist [pdf] [24082] Location
Checklist of sources for policies or secondary evidence of coverage

Insurance Underwriting Audit [pdf] [26075] Location
Audit form for insurance underwriting operations

ISO Commercial Property Classification Checklist [26505] Location
A checklist for classifying property ownership

M&A Due Diligence Checklist [14010] Location
Property/casualty insurance risks that arise out of fortuitous events

Managed Care Internal Audit [26076] Location
Checklist for auditing managed care operations

Managing General Agent Questionnaire [pdf] [30020] Location
A sample form used for each MGA contract

Model Risk Transfer Clauses: Construction Agreements [8213] Location
Full text of a sample risk transfer clause for use in a construction contract

Model Risk Transfer Clauses: Construction Contracts with Hazardous Materials [9772] Location
Full text of a sample risk transfer clause for use in a construction contract involving hazmat

Model Risk Transfer Clauses: Facilities Use [12202] Location
Model risk transfer agreement for facilities use

Model Risk Transfer Clauses: Leases [12203] Location
Model risk transfer agreement for leasing

Notice of Claim Form [7934] Location
For claims related to injury to person or damage to personal property presented to a city

Notice of Loss Forms [19676] Location
Forms in use by the state agenies in Connecticut to report insurance losses

Personal Property Inventory Form [pdf] [23823] Location
Designed for homeowners

Personal Umbrella Comparison Form [31659] Location
An example of a form and advice regarding its use

Property and Casualty Forms [23619] Location
Sample forms for workers comp, central fleet management and much more

Property and Casualty Internal Controls Questionnaire [pdf] [26080] Location
17 page internal controls audit for property and casualty insurance operations (pdf)

Property/Liability Forms [15598] Location
Includes risk management forms as well as the full text of the manual

Renewal Questionnaire Forms [21985] Location
Sample forms to be completed for insurance renewals by public entities

RFP - Agent/Broker Services for Property Insurance Program [32363] Location
Example of a request for proposal for property insurance

RFP - Insurance Broker [32360] Location
Example of a request for proposal for an insurance broker

RFP - Insurance Broker of Record [32361] Location
Example of a request for proposal for an insurance broker

RFP - Liability & Workers Compensation Risk Financing Study [15691] Location
Full text of a sample RFP for expert advice regarding risk financing for liability & WC

RFP - Risk Management Consultant Services [32364] Location
Example of a request for proposal for risk management consulting

RFP - Risk Management Information Systems [32362] Location
Example of a request for proposal for claims processing software

RFP - Workers Compensation Claim Audit & Actuarial Study [15689] Location
Full text of a sample RFP for a claims audit and actuarial study

RFP - Workers Compensation Claims Administration [15688] Location
Full text of a sample RFP used by a municipality for TPA services

RFP: Guide to Personal Service Contracting [23146] Location
Includes a sample RFP, evaluation scoring sheet and contract

RFP: Insurance Agent of Record [doc] [26854] Location
Sample Request for Proposal (RFP) for commercial insurance

RFP: Workers Compensation TPA [18700] Location
16 page sample request for proposal for a Third Party Administrator for WC

New Risk Exposure Survey [xls] [33594] Location
Designed for public entities

Risk Management Audit Program Checklist [28403] Location
For the risk management department

Risk Management Department Audit [26078] Location
Step by step process of conducting an audit of a risk management department with commercial insurance responsibilities

Risk Management Division Forms [15791] Location
Sample forms to be used in a risk management program

Risk Management Forms [10997] Location
A series of risk management forms in use by a major university in Canada

Risk Management Forms [21954] Location
Sample forms in use

Risk Management Program Audit [26077] Location
Checklist for conducting and insurance risk management program audit

Sample Day Care Provider Sample Agreement [19618] Location
Child Care Agreement Between Provider and Parent

Sample RFP for Risk Services [pdf] [26705] Location
Sample RFP for risk management consulting services

Self-Insurance Worksheet [18766] Location
Estimate the self-insured medical and indemnity cost you expect to incur & pay for next 3 years

Small Business Insurance Checklists [22180] Location
Checklists include business interruption, D&O, health insurance, key man life insurance, liability insurance and more

Small Business Risk Management Checklists [21743] Location
Checklists provide insights as to how to manage small business risks

Subcontract Audit Form [25373] Location
Form used to audit subcontract documents and subcontractor certificates of insurance

Subcontract Form [19617] Location
Sample agreement for the use of contractors such as pesticide applicators

The Forms Library [14025] Location
Series of risk management forms to download

TPA Employee Health Care Benefits Audit Program [27552] Location
Third Party Administrator Internal Audit Procedures checklist

TPA Medical Claims Audit Program [pdf] [26071] Location
An internal claims audit checklist (pdf)

Transportation - Bus Charter Agreement [19616] Location
Sample agreement for contracting for transportation such as bus charters

Use of Facilties Sample Form [19615] Location
Sample agreement for use of facilties by others

Various Risk Management Forms [19368] Location
Download a variety of risk management forms

WI-Wisconsin Risk Management Forms [14516] Location
Full text of risk management forms in use by a major university

Updated Workers Compensation Forms [26354] Location
Includes typical claims administration questionnaires and WC policy forms




Related Categories within rmLibrary


View All Related Categories throughout the Libraries & Directories


Disasters / Checklists
Emergency preparedness checklists, bomb threat checklists

Fleet / Fleet Policies
Sample fleet-related company policies - vehicle use, drivers, seat belts, etc.

Human Resources / Forms
Downloadable forms - medical, dental, payroll, employment, appraisals, etc.

Legal / Forms
Large number of resources for fill-in-the-blank legal forms and contracts

Risk Mgt / Programs
Full text of risk management policy and procedure manuals

Safety Mgt / Checklists
Safety self-inspections, self-evaluation checklists, yes/no questions

Safety Mgt / Forms
Forms used by safety departments

Workers Comp / WC Forms
Download state workers compensation forms such as first report of injury



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