Module 06 · Insurance letters
627, PIP and preservation letters out on day one.
§ 627.4137 disclosure requests, PIP notices and preservation letters drafted from the case file.
The problem
Why it's hard today
Every new auto case needs the same opening letters: a § 627.4137 disclosure request to each liability carrier, a PIP notice, letters of representation and, in premises and trucking cases, a preservation letter before the video is overwritten.
They are routine, which is exactly why they slip during a busy intake week.
How it works
4 steps, start to finish
- 1
Carriers from intake
Carriers, claim numbers and adjusters are pulled from the crash report, the client's declarations page and adjuster emails.
- 2
Letters drafted per carrier
One letter per carrier and role, using your letterhead and template wording.
- 3
Follow-up calendared
The thirty-day response window under § 627.4137 is tracked, with a follow-up drafted if nothing comes back.
- 4
Responses recorded
When the disclosure arrives, the limits are recorded on the case and checked against the demand later.
Approval: Each letter waits for attorney approval and is sent exactly as approved.
Questions
Insurance letters: FAQ
Can we use our own templates?
Yes. Upload your wording; placeholders are filled from the case and checked before the draft reaches the queue.
Does it know which carriers to write to?
It proposes carriers from the documents it has read. Staff confirm the list, because a missed UM carrier matters.
Preservation letters for premises cases?
Yes, with fields for the location, date and the evidence to preserve, such as surveillance video and incident reports.
Start with one case. Keep the queue.
Open the sample firm and approve a records request, or set up your own workspace in a few minutes. Your firm signs our BAA in the app before any client records go in.