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Insurance Litigation: Intake Information

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Abstract: At your first meeting with your attorney, be prepared to provide the following information about yourself.

 

Although most insurance companies are honest and reputable, insurers sometimes don't live up to their obligations. Litigation involving insurance coverage can be legally complicated, and it can also be time-consuming. In many cases, the first time commitment is finding an attorney. While you may already have an attorney from other events in your life, he or she might not be experienced in insurance coverage litigation. You may have to find an attorney from scratch.

In any litigation, you will need the counsel and representation of a seasoned advocate to help you through the process. You will want to meet with any attorney you are considering to see if you can work together. You will really be interviewing the attorney just like you are interview a job applicant.

In order to do the best possible job on your behalf, your attorney needs your input and cooperation. At your first meeting with your attorney, you should be prepared to provide the following information:

INFORMATION ABOUT YOU

Name _______________________________________________________

Address, including county
_____________________________________________________________

Length of Time at that Address _______ years

Previous Address(es) (for last ten years)
_____________________________________________________________

Your Work Telephone Numbers __________________ _________________

Your Home Telephone Numbers __________________ _________________

Facsimile Number __________________

E-mail Address __________________

Other litigation you have been involved in
______________________________ _______________________________

______________________________ _______________________________
______________________________ _______________________________

Other litigation you are involved in
______________________________ _______________________________
______________________________ _______________________________
______________________________ _______________________________

INFORMATION ABOUT YOUR INSURER

Name _________________________________________________________

When did you buy the policy? _______________________________________

Agent who sold you the policy: ______________________________________

Address, Including County
______________________________________________________________

Policy Numbers __________________ ______________________________

Previous Insurance Policies (for last ten years) Policy Numbers
______________________________________________________________

Who was your contact person at the insurer? __________________________
Have you made claims under this policy before?
______________________________ _______________________________
______________________________ _______________________________
______________________________ _______________________________

Have you made claims from this insurer before?
______________________________ _______________________________
______________________________ _______________________________
______________________________ _______________________________


INFORMATION ABOUT THE INCIDENT- WHY IS THIS GOING TO COURT?

Describe the incident that gave rise to the loss:

______________________________________________________________

How much are the damages you have suffered? $________________________

Do you have any correspondence or other written documents that relate to any contacts you have had with your insurer?

______________________________________________________________

Are you aware of any claims or defenses your insurer may have against you? If so, please explain them. __________________________________________________________

Is there anything you haven't told your insurer?

_______________________________________________________________

Has your insurer offered to settle with you? ______________________________

For how much? $_________________________________________________

 

Next Steps
Contact a qualified attorney to make sure your
rights and interests get protected.
(e.g., Chicago, IL or 60611)

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