Make a Claim

Directors’ & Officers’ Policy - Claims Reporting Procedures

• Download and complete the Axis claims form Click Here
• Any letter or documents received by you from the party making a claim against you and All legal papers served on you; and
• A copy of your entire file relating to the subject matter of the claim.
  
  

  Policy Details	Policy Number
  Directors’ and Officers’ Liability	CTS767163/01/2024 (Policy Term 2024 - 2025) CTS767163/01/2023 (Policy Term 2023 - 2024)

  
  

• Do not admit liability.
• Do not offer compensation to a claimant.
• Be sure to record the claimant's name, address, phone number information.
• Write down the names, addresses and phone numbers of all witnesses to the incident, including staff.
• Do everything you can to minimize or prevent further loss, to the best of your ability.
• Make notes of the incident as soon as you can after it occurs. Record details such as the time of day, weather conditions and anything else which might be relevant. Maps and diagrams are often easier.
• If you receive correspondence from a claimant, do not respond. Instead forward to the insurer.
• Be sure to quote the Master Policy Number and your Certificate Number.