Claims Assistance

When a natural disaster like a tornado, flood, or earthquake strikes, the last thing you want to think about is going back to survey the damage and file a claim. However, this important step will ensure that you are reimbursed for damages and will allow your family to regain a sense of security.

Accident Report Form [PDF]

The Accident Report Form is an excellent reference to keep in your vehicle with your liability certificate.

This form will assist you in obtaining all the pertinent details in the event that you are involved in an automobile accident.

  • Call the Police and Ambulance, if necessary.
  • Do not admit liability.
  • Complete this form and report your accident to our office at your first opportunity.

Home Inventory Checklist [XLSX]

An-up-to-date inventory of your possessions and a record of their value will be helpful to you, your insurer, police and others in the event of a burglary or fire.  After a loss, it could be difficult for you to recall the details of things that are now damaged or missing.

Home Maintenance Checklist [PDF]

It is a good idea to perform routine maintenance tasks to ensure your home is safe and in good repair.  Time invested in maintenance could save you frustration and expense in the future.  We have prepared a home maintenance schedule so that you can keep a current record of when you completed the suggested home maintenance checks.

Executor Checklist [PDF]

Please use this resource as a guide to help you prepare for planning or settling an estate.  This is a detailed breakdown of the number of responsibilities and obligations required of an executor.

Estate Settlement Checklist

Use this checklist to guide you through the financial assets of a deceased, including GICs, RRSPs or RRIFS, and Mutual Funds.

Winter Weather Checklist [PDF]

Severe winter weather can lead to property damage, employee illness or injury, and possible business closures.

This checklist will help you identify the areas of your business that are most susceptible to winter hazards.  To minimize damage and recover quicker following a winter storm, it is a good idea to develop a plan of action for your business and staff.  Below you will find critical information and preparedness tools to assist in protecting your business and the most critical elements of your business – your people.

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