16 Questions
Match the following terms with their definitions:
Declaration page = A document that provides detailed information about policyholder, policy number, coverage details, and effective dates Second intake = A follow-up process after filing an insurance claim to gather more details Letter of representation = A document sent to the insurance company to notify about the legal representation of the claimant Acknowledgement letter = A communication from the insurance company confirming receipt of the claim
Match the following actions with their appropriate situations:
Initial step upon being assigned a case = Reviewing the case details Filing a claim = Avoid providing speculative or uncertain information After filing an insurance claim = Collect information such as policy details, accident reports, and medical records If the client's totaled car is in a tow yard or parked on the street = Advise the client to move the car to prevent accruing storage fees or getting towed
Match the following documents with their recipients:
Letter of representation = Defendant's insurance company Documents required when sending a letter of representation = Plaintiff's insurance company Acknowledgement letter = Policyholder or claimant Declaration page = Policyholder
Which of the following is NOT a type of information provided on a declaration page?
Insurance company's logo and slogan
What is the purpose of a second intake?
To gather additional information about the case
When should a second intake be conducted?
Within 14 days of the accident
Which one of these is a type of information provided on a declaration page?
The client's insurance policy details
What is the initial step upon being assigned a case?
Collecting information about the accident
Define a second intake and its purpose.
A follow-up meeting with the client to discuss the case
Within what timeframe should a second intake be conducted?
Within 72 hours of the accident
What type of information should you avoid providing when filing a claim?
Previous accident history
List the information you need to collect after filing an insurance claim.
Plaintiff's medical records
Explain the concept of a letter of representation and its timing.
A letter sent to the client confirming representation
Which documents should accompany a letter of representation sent to the defendant's insurance company?
Medical records
Identify the documents required when sending a letter of representation to the plaintiff's insurance company.
Client's insurance policy details
What is the recommended file structure for storing important documents?
By document type
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