Premises Liability Letter of Representation | Scribe

    Premises Liability Letter of Representation

    • Iris |
    • 43 steps |
    • 4 minutes

    Add Company's Information to Insurance Tab

    1
    Use the intake to get the defendant's information.
    Use the intake to get the defendant's information.
    2
    Google the address to confirm it is spelled correctly.
    3
    Click "[[Insurance]]"
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    Click "[[Add an Item]]"
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    Click "**Insurance Type**" and select " Defendant Insurance"
    Click "**Insurance Type**" and select " Defendant Insurance"
    6
    Since client did not obtain the insurance information from the place where incident took place, we need to send the letter of representation to that location.
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    We don't need to add Information here because we don't have it at the moment.
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    Click "[[Add contact]]"
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    Fill it out with defendant's location information; Name, phone number & Address.
    Fill it out with defendant's location information; Name, phone number & Address.

    Generate LOR

    10
    Click "Choose a Template"
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    Select "Slip & Fall LOR to [insurance.insurer.name](http://insurance.insurer.name) with Preservation Language.docx"
    12
    Click "Generate"
    13
    Click "Slip & Fall LOR to with Preservation Language 2023-08-27 2218.docx"

    Edit LOR with Word Microsoft & Adobe

    14
    Click the pencil to edit the LOR
    15
    Click "Enable Editing"
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    Edit " SENT VIA CERTIFIED MAIL"
    17
    Add the defendant's company name and address.