general liability notice of occurrence/claim
Date (MM/DD/YYYY)
I am the
Agency
Address

Phone (A/C, No., Ext)
Fax (A/C, No., Ext)
Email Address
Code
SubCode
Agency Customer ID
Date and Time of Occurence
Date of Claim
Previously Reported
Policy Type
Effective Date
Expiration Date
Retroactive Date
Policy Number
Reference Number
Miscellaneous Info (Site & location code)
INSURED
Name of Insured (First, Middle, Last)
Mailing Address

Soc Sec # or FEIN
Primary Phone #
Secondary Phone #
Primary Email Address
Secondary Email Address
CONTACT
Contact Insured
Name of Contact (First, Middle, Last)
Mailing Address

Primary Phone #
Secondary Phone #
Primary Email Address
Secondary Email Address
Where to Contact
When to Contact
OCCURRENCE
Location of Occurrence
Street
City, State, Zip

Authority Contacted
Description of Occurrence
POLICY INFORMATION
Coverage Part or Forms (Insert form numbers and edition dates)
General
Aggregage
$
Prod/Comp
Op Agg
$
Pers &
Adv Inj
$
Each
Occurrence
$
Fire
Damage
$
Medical
Expense
$

Deductible
$


Umbrella/Excess
Carrier
Aggr Limit
Per Claim/Occ Limit
SIR/Ded
TYPE OF LIABILITY
Premises Insured

Type of Premises
Owner's Name (If not insured)
Address

Primary Phone #
Secondary Phone #
Products Insured

Type of Product
Manufacturer's Name (If not insured)
Address

Primary Phone #
Secondary Phone #
Where can product be seen?
Other Liability Including Completed Operations (explain)
INSURED/PROPERTY DAMAGED
Name (Injured/Owner)
Address

Primary Phone #
Secondary Phone #
Age
Sex
Occupation
Employer
Address

Phone #
Describe Injury

Fatality
Where Taken
What was injured doing?
Describe Property (Type, model, etc.)
Estimate Amount
$
Where can property be seen?
When can property be seen?
WITNESSES
Name
Address

Primary Phone #
Secondary Phone #
Name
Address

Primary Phone #
Secondary Phone #
Claim Number (FOR INTERNAL USE ONLY)
Remarks
Reported By
Reported To

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