Forms

Forms

Reviewing and advising on your insurance needs

To review and advise on your insurance needs we need to understand your business or situation. 

Knowing and understanding your business is an ongoing part of our service and is the basis of our relationship with you. We'll spend time learning about your business or situation and will continue to do this throughout our relationship.  

Once we have a thorough understanding of your business we will review your current risks, audit your existing insurance portfolio and research a personalised program of insurance for you.

If you decide to engage us as your insurance broker, we will ask you to sign what is called a Letter of Appointment. This letter allows us to look in to insurance solutions for you and to fully service your insurance needs.


Letter of Appointment
Client’s authority for Rothbury Insurance Brokers to act as an insurance broker

Authority to provide quotation
Client’s authority for Rothbury Insurance Brokers to receive historic insurance details in order to provide quotation


General Claim Form

General Claim Form [pdf]
General Claim Form (Word version)  - please enable Macros
General Claim Form (Fax version)


Motor Vehicle Claim Form

Motor Vehicle Claim Form [pdf]
Motor Vehicle Claim Form (Word version) - please enable Macros
Motor Vehicle Claim Form (Fax version)


Travel Claim Form

Travel Claim Form  

Contact the Claim’s Team at your branch.


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