Reporting Procedures

Resources for Reporting Claims

A claim is an assertion of a legal right alleging liability or responsibility on the part of an insured arising out of an occurrence or wrongful act.

Steps to Take When a Potential Claim Occurs

If a potential claim occurs, please follow these steps:

  • Gather information to provide proper defense:
    • Interview all parties involved
    • Obtain insurance information for possible
      subrogation
  • Write complete reports.
  • Identify all witnesses by name with phone numbers
    and addresses.
  • Be sure to avoid potential disclosure of all internal
    documents.

Incident Report Forms

Review the Claims Reporting Process

Refer to the Claims Procedures Presentation for a brief overview of the claims reporting process.

Cyber Claims - Members Only*:

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Claims Appeal Process

Click here to review the Claims Appeal Process

Additional Information

For more in-depth claims information, please reference the Claims Manual and other helpful publications on the Claims Services Publications page.