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?
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 | |
|---|---|---|---|---|---|---|---|---|
$0.00 | 1 | |||||||
Are there additional undocumented assets affected?
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
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 | |
|---|---|---|---|---|---|
Comprehensive Narrative Description of Incident
Were there any witnesses to the incident?
Was a third party responsible for or involved in the incident?
Have similar incidents occurred at this facility or other enterprise locations?
Was law enforcement or emergency services notified?
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 | |
|---|---|---|---|---|---|---|---|---|---|---|
$0.00 | $0.00 | $0.00 | $0.00 | 0 | $0.00 | |||||
Are there assets with sentimental or historical value that exceed financial valuation?
Total Estimated Property Damage (all assets combined)
Total Estimated Equipment Loss (all assets combined)
Has business interruption occurred due to this loss?
Immediate Emergency Mitigation Expenses
Expense Date | Vendor/Service Provider | Service Description | Amount | Invoice/Receipt | Pre-Approved by Insurer | |
|---|---|---|---|---|---|---|
$0.00 | ||||||
Total Emergency Mitigation Expenses to Date
Are there anticipated additional mitigation expenses?
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)?
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?
Do you have 'before' photos/videos of the affected assets?
Are there surveillance/CCTV recordings of the incident?
Has an independent loss adjuster been appointed?
Has an independent loss adjuster been appointed?
Has an independent loss adjuster been appointed?
Has an independent loss adjuster been appointed?
Has an independent loss adjuster been appointed?
Has an independent loss adjuster been appointed?
Has an independent loss adjuster been appointed?
Have you engaged any external experts (engineers, forensic specialists, consultants)?
Have you obtained repair/replacement quotes from vendors?
Do you have maintenance records for the affected assets?
Do you have purchase invoices, warranties, or ownership documents?
Is there a police/fire/incident report?
Have you documented all communications with insurers, brokers, or third parties?
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?
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?
Does the Claims Adjuster approve submission of this claim?
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