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.

Business Plan Template for Captives [19203] Business Plan Template for Captives : Resource Info
Written for Bermuda captives

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

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

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

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

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

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

Case Management Techniques for Major Fire Losses [23626] Case Management Techniques for Major Fire Losses : Resource Info
Checklist provides a snapshot into the many action items that must be faced on a major claim

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

Claims Forms Center [19377] Claims Forms Center : Resource Info
Claims letters and forms

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

Claims Reviews - Guiding Principles [pdf] [27254] Claims Reviews - Guiding Principles : Resource Info
Checklist for a reinsurance claims review

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

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

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

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

Example Theft Incident Form [16591] Example Theft Incident Form : Resource Info
Theft incident form

Examples of Requests for Proposals [35381] Examples of Requests for Proposals : Resource Info
As submitted by the State of New Mexico's Risk Management Department

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

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

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

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

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

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

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

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

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

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

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

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

Insurance Underwriting Audit [pdf] [26075] Insurance Underwriting Audit : Resource Info
Audit form for insurance underwriting operations

Managed Care Internal Audit [26076] Managed Care Internal Audit : Resource Info
Checklist for auditing managed care operations

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

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

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

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

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

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

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

Personal Property Inventory Form [pdf] [23823] Personal Property Inventory Form : Resource Info
Designed for homeowners

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

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

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

Property Value Inventory Form [27891] Property Value Inventory Form : Resource Info
Example of a form in use by a State government

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

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

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

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

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

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

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

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

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

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

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

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

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

Risk Exposure Survey [xls] [33594] Risk Exposure Survey : Resource Info
Designed for public entities

Risk Management Audit Program Checklist [pdf] [28403] Risk Management Audit Program Checklist : Resource Info
For the risk management department

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

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

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

Risk Management Forms [21954] Risk Management Forms : Resource Info
Sample forms in use

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

Sample Day Care Provider Sample Agreement [19618] Sample Day Care Provider Sample Agreement : Resource Info
Child Care Agreement Between Provider and Parent

Sample RFP for Risk Services [pdf] [26705] Sample RFP for Risk Services : Resource Info
Sample RFP for risk management consulting services

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

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

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

The Forms Library [14025] The Forms Library : Resource Info
Series of risk management forms to download

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

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

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

Use of Facilties Sample Form [19615] Use of Facilties Sample Form : Resource Info
Sample agreement for use of facilties by others

Various Risk Management Forms [19368] Various Risk Management Forms : Resource Info
Download a variety of risk management forms

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

Workers Compensation Forms [26354] Workers Compensation Forms : Resource Info
Includes typical claims administration questionnaires and WC policy forms




Related Categories within rmLibrary


View All Related Categories throughout the Libraries & Directories


Claims Management / WC Forms
Download state workers compensation forms such as first report of injury

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



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