This section establishes the foundational identification framework for your claim. Accurate metadata ensures proper policy matching, asset verification, and geographic risk assessment. Complete all mandatory fields to prevent processing delays.
Enterprise Policy Number
Policy Holder Legal Entity Name
Facility Identification Code
Facility Registered Address
City/Region
Postal/Zip Code
Country/Territory
Is the loss location different from the facility's registered address?
Provide detailed directions and description of the loss location
Date and Time of Loss Discovery
Discovery Reported By
Reporter Contact Number
Reporter Email Address
Loss Severity Classification
Critical - Total Loss/Operational Shutdown
Severe - Major Damage/Partial Shutdown
Moderate - Significant Damage/Operations Continue
Minor - Limited Damage/No Operational Impact
Affected Asset Registry
Asset ID | Asset Description | Asset Category | Location within Facility | Insured Value | Quantity Affected | Manufacturer/Model | Date of Purchase/Installation | ||
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A | B | C | D | E | F | G | H | ||
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Are there additional undocumented assets affected?
Describe the undocumented assets and estimated values
This section captures the temporal sequence of events and root cause analysis. Precise timeline reconstruction and causation narrative are critical for coverage determination and subrogation potential. Provide maximum detail to support claim validity.
Incident Occurrence Date/Time (if different from discovery)
Primary Cause of Loss Category
Natural Disaster/Weather Event
Fire/Explosion
Water Damage/Leakage
Theft/Burglary/Vandalism
Equipment Mechanical Breakdown
Electrical Failure
Civil Disturbance
Vehicle Impact
Chemical/Hazardous Material Incident
Other
Specific Natural Disaster Type
Earthquake
Flood
Hurricane/Typhoon
Tornado
Lightning Strike
Hailstorm
Wildfire
Landslide
Volcanic Activity
Severe Wind
Extreme Temperature
Other
Fire/Explosion Origin
Electrical Fault
Equipment Malfunction
Arson
Chemical Reaction
Gas Leak
Combustible Material
Unknown
Other
Water Damage Source
Pipe Burst
HVAC System Failure
Roof Leak
Groundwater Infiltration
Sewage Backup
Fire Suppression System
Neighboring Property
Other
Theft/Burglary Type
Employee Theft
Third-Party Burglary
Vandalism Only
Robbery
Cyber Theft of Physical Assets
Other
Describe the Other Cause in Detail
Contributing Factors (select all that apply)
Inadequate Maintenance
Human Error/Operator Mistake
Design/Manufacturing Defect
Power Grid Failure
Security Breach
Supply Chain Disruption
Regulatory Non-Compliance
Extreme Weather Conditions
Aging Infrastructure
Contractor/Third-Party Negligence
None
Other
Detailed Incident Timeline
Timestamp | Event Description | Personnel Involved | Action Taken | Supporting Document | ||
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Comprehensive Narrative Description of Incident
Were there any witnesses to the incident?
Witness Information
Witness Name | Contact Information | Relationship to Enterprise | Witness Statement Summary | ||
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Was a third party responsible for or involved in the incident?
Provide third party details, contact information, and evidence of involvement for potential subrogation
Have similar incidents occurred at this facility or other enterprise locations?
Describe previous incidents, dates, and mitigation measures implemented
Was law enforcement or emergency services notified?
Emergency Services Notification Log
Agency/Department Name | Report/Case Number | Notification Time | Officer/Responder Name | Attach Report | ||
|---|---|---|---|---|---|---|
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Explain why emergency services were not contacted
This section quantifies the financial impact and documents immediate response costs. Accurate valuation and expense tracking are essential for claim adjudication and reimbursement. Provide detailed estimates with supporting justification.
Asset Damage Assessment & Valuation
Asset ID | Asset Description | Damage Extent | Replacement Cost New (RCN) | Actual Cash Value (ACV) | Estimated Repair Cost | Estimated Replacement Cost | Repair vs Replace Decision | Deductible Applicable | Net Claimable Amount | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | H | I | J | ||
1 | $0.00 | $0.00 | $0.00 | $0.00 | 0 | $0.00 | |||||
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Are there assets with sentimental or historical value that exceed financial valuation?
Describe the special value and provide any appraisals or documentation
Total Estimated Property Damage (all assets combined)
Total Estimated Equipment Loss (all assets combined)
Has business interruption occurred due to this loss?
Business Interruption Impact
Interruption Start Date | Estimated Resumption Date | Number of Days | Estimated Lost Revenue per Day | Ongoing Fixed Costs | Extra Expense to Mitigate Loss | Total BI Estimate | ||
|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | ||
1 | 0 | $0.00 | $0.00 | $0.00 | $0.00 | |||
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Immediate Emergency Mitigation Expenses
Expense Date | Vendor/Service Provider | Service Description | Amount | Invoice/Receipt | Pre-Approved by Insurer | ||
|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | ||
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Total Emergency Mitigation Expenses to Date
Are there anticipated additional mitigation expenses?
Describe anticipated expenses and estimated amounts
Policy Deductible Amount
Estimated Salvage/Recovery Value of Damaged Assets
Total Estimated Claim Amount (Property + Equipment + BI + Mitigation - Deductible - Salvage)
Do you have separate insurance coverage that may also apply (e.g., cyber, marine, cargo)?
Describe other coverage and policy numbers
This section establishes the evidence chain and documents independent assessments. Robust documentation accelerates claim validation and supports dispute resolution. Upload all relevant materials and log all expert interactions.
Have you captured photographic/video evidence of the damage?
Upload Primary Damage Documentation Photos
Do you have 'before' photos/videos of the affected assets?
Upload 'Before' Condition Documentation
Are there surveillance/CCTV recordings of the incident?
Upload Surveillance Footage (or describe retention location)
Has an independent loss adjuster been appointed?
Adjuster Name
Has an independent loss adjuster been appointed?
Adjuster Company/Firm
Has an independent loss adjuster been appointed?
Adjuster License/Registration Number
Has an independent loss adjuster been appointed?
Adjuster Contact Email
Has an independent loss adjuster been appointed?
Adjuster Contact Phone
Has an independent loss adjuster been appointed?
Adjuster Site Visit Scheduled/Completed Date/Time
Has an independent loss adjuster been appointed?
Upload Adjuster Preliminary Report (if available)
Have you engaged any external experts (engineers, forensic specialists, consultants)?
External Expert Engagement Log
Expert Name | Expertise Area | Company/Firm | Contact Details | Engagement Date | Expert Report/Findings | ||
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Have you obtained repair/replacement quotes from vendors?
Vendor Quotation Summary
Vendor Name | Asset/Scope | Quoted Amount | Quote Date | Quote Validity | Attach Quote | ||
|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | ||
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Do you have maintenance records for the affected assets?
Upload Maintenance History Documentation
Do you have purchase invoices, warranties, or ownership documents?
Upload Ownership & Warranty Documentation
Is there a police/fire/incident report?
Upload Official Incident Report
Explain why no official report was filed
Have you documented all communications with insurers, brokers, or third parties?
Communication Log
Date/Time | Party/Contact | Communication Method | Summary of Discussion | Attach Correspondence | ||
|---|---|---|---|---|---|---|
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How would you rate the completeness of your evidence documentation?
Extremely Incomplete
Mostly Incomplete
Partially Complete
Mostly Complete
Completely Comprehensive
This final section confirms authorization and validates claim submission readiness. Required sign-offs ensure enterprise governance compliance and claims handling protocol adherence. All parties must review and certify accuracy before submission.
Enterprise Risk Management Lead Name
ERM Lead Job Title
ERM Lead Employee ID
ERM Lead Department
ERM Lead Email
ERM Lead Direct Phone
Has the ERM Lead reviewed all sections of this claim?
ERM Lead Review Date/Time
WARNING: ERM Lead review is mandatory before submission. Please ensure review is completed.
Has the ERM Lead verified the accuracy of financial estimates?
Has the ERM Lead confirmed compliance with insurance policy notification requirements?
Assigned Claims Adjuster Name
Claims Adjuster Company/Firm
Claims Adjuster License Number
Claims Adjuster Email
Claims Adjuster Phone
Adjuster Assignment Date/Time
Has the Claims Adjuster reviewed this intake form?
Adjuster Review Date/Time
Does the Claims Adjuster approve submission of this claim?
Adjuster Comments and Approval Notes
Adjuster must provide reasons for non-approval and required corrective actions
I, the Enterprise Risk Management Lead, certify that the information provided in this claim intake form is accurate and complete to the best of my knowledge. I understand that misrepresentation may result in claim denial or policy cancellation.
I confirm that all required evidence documentation has been collected and is available for review. I acknowledge that additional documentation may be requested during claim processing.
I authorize the release of any relevant information to the insurance carrier, reinsurers, and appointed adjusters for the purpose of claim investigation and settlement.
Enterprise Risk Management Lead Digital Signature
Claims Adjuster Digital Signature
Final Submission Date/Time
Claim Submission Status
Ready for Submission - All Approvals Obtained
Pending ERM Lead Approval
Pending Adjuster Approval
Pending Additional Documentation
Withdrawn/Rejected
Additional Comments or Special Instructions for Claims Processing Team
To configure an element, select it on the form.