General Claim Intimation Format

As regards the modalities of claim reporting and settlement, you have to immediately report the claim at claims@epochbrokers.com and mark a copy to your account manager and insurance company

Intimation Template for the Notification of Loss

• Policy No.:
• Description of Loss:
• Nature of Damage:
• Estimate of loss:
• Date of Loss:
• Date when loss detected:
• Site of loss (Address):
• Name of contact person at site of loss:
• Phone No of Contact Person:
• Policy Copy including all endorsement
• Loss should be intimated to the insurer within 24 hours of the loss.

Immideate Action Client Should Take

• DD/FIR registered with the Police in respect of the Loss of Cash.
• A detailed statement from the person carrying the cash at the time of occurrence of the loss narrating in full.
• Statement from the Head of Office giving details of the Case/Occurrence.
• Profit & Loss Account and Balance Sheet for previous years
• Copies of Insured’s accounting records or other documentation to establish the exact amount of loss including copies of receipts, payment vouchers, pay-in- slips, cheques stubs, bank statements, cash book etc..

Indicative General Documents for Settlement of Claims

• Proof of amount been carried
• FIR from the police
• statement of the employee with the custody of the money lost
• Final Investigation report from the police
• Copies of Insured accounting record to establish the exact amount of loss
• For breakage of cash box photographs of damaged item
• Key register along with the details of person actually responsible for holding the key.