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RECENT FREE TOOLS

Here you'll find valuable resources— guides, tips, checklists and workbooks—that will help you analyze, strategize and manage your risk/exposure.

Lenders' Insurance Requirements

By Doug Hartman. Advice to borrowers and lenders with annotated certificates of insurance. July, 2007

Getting Your Insurance Broker to Act In Your Behalf

By Doug Hartman. Six tips. September, 2006.

Buying D&O Tail Coverage

By Doug Hartman. Tips on buying extended reporting period insurance when a business is sold. June, 2006.

Integrated Disability Management Programs

By guest author, Brian D. Casey. A four-stage plan to implementing an IDM program. October, 2005.

Virtual Health Claim Auditing

By our Senior Claim Associate, Richard A. Schacht. A checklist to audit health claim TPAs using computer audit techniques. Winter, 2004-2005.