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COMBINED INSURANCE COMPANY OF AMERICA www.combined.caUNDERWRITING ISSUES AND CLAIMS PART Tithe contents of the Module was prepared by Adonis The financial Advisors Association of Canada and is used

How to fill out underwriting issues and claims

How to fill out underwriting issues and claims

1. To fill out underwriting issues and claims, follow these steps:
2. Gather all relevant information and documentation related to the issue or claim.
3. Review the underwriting guidelines or claims procedures to understand the specific requirements and process.
4. Complete any required forms or templates provided by the underwriting or claims department.
5. Provide accurate and detailed information about the issue or claim, including dates, parties involved, and any supporting evidence.
6. Attach any necessary supporting documents, such as receipts, medical records, or legal documents.
7. Submit the completed forms and supporting documents to the appropriate department or individual.
8. Follow up regularly to ensure the underwriting or claims process is progressing smoothly.
9. Communicate any updates or additional information promptly to the relevant parties.
10. Cooperate with any requests for further documentation or information from the underwriting or claims department.
11. Maintain a record of all submissions, communications, and responses related to the underwriting issue or claim.

Who needs underwriting issues and claims?

1. Underwriting issues and claims are needed by individuals or businesses who:
2. - Have insurance coverage and need to file a claim for a covered event, such as property damage, bodily injury, or loss of income.
3. - Encounter underwriting issues during the application or renewal process, such as medical history disclosure, financial documentation, or risk assessment.
4. - Seek clarification or resolution regarding their insurance policy, terms, or coverage.
5. - Have been denied insurance coverage and want to appeal or understand the reasons for the denial.
6. - Experience delays or discrepancies in the underwriting or claims process and need assistance in resolving the issues.

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