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CHAPTER 12
DOCUMENTATION
Chapter Introduction
In the insurance industry, we deal with a large number of forms, documents etc.
This chapter takes us through the various documents and their importance in an
insurance contract. It also gives an insight to the exact nature of each form, how
to fill it and the reasons for calling specific information.
Learning Outcomes
K. Proposal forms
L. Acceptance of the proposal (underwriting)
M. Premium receipt
N. Cover Notes / Certificate of Insurance / Policy Document
O. Warranties
P. Endorsements
Q. Interpretation of policies
R. Renewal notice
After studying this chapter, you should be able to:
j) Explain the contents of proposal form.
k) Explain the premium receipt.
l) Appreciate and explain cover notes and certificate of insurance.
m) Explain terms and wordings in insurance policy document.
n) Interpret the policy warranties and endorsement.
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