CLAIMS ADVOCACY

When a claim arises, having an adviser who understands your business, your industry, and your insurance structure can materially influence how efficiently and effectively the claim is managed.

At Summit Risk Solutions, claims advocacy is embedded into our longterm partnership model, providing clients with confidence that they are supported, represented, and informed during critical moments.

Insurance is only as effective as the support behind it. Our role is to stand beside our clients when it matters most

We handle the communication, paperwork, and negotiations with insurers and adjusters, so you don’t have to.

Our goal is simple: a smooth, fair outcome with as little stress and downtime as possible.

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Section 1 - Claims Category

Section 2 – Claim or Circumstance

Section 3 – Insured & Contact Details

Best Contact for this Claim (required):

Section 4 – Incident Snapshot

Section 5 – What Happened

Section 6 – Supporting Documents

Feel free to submit your supporting documents if applicable:

  • Photos or videos
  • Letters of demand or complaints Incident reports
  • Contracts or agreements
  • Repair quotes or invoices
  • Police or authority reports
  • Witness contact information

Section 10 – Privacy & Authority

We collect personal information to manage insurance claims and may share it with insurers and parties involved in assessing or handling the claim (including overseas providers where applicable). If information isn’t provided, the claim may not be assessed.
Declaration & Authority:

Important information – how this form is used: This form is part of our brokerage’s initial information‐gathering process. Insurers have different requirements depending on the risk and circumstances. After review, you may be asked to complete an insurer‐specific claim form or provide more details (usually within 24–48 hours). If your matter is urgent, call (08) 6290 9872 or email claims@summitrisksolutions.com.au.

Running a business is risky enough. The last thing you need is insurance that leaves you exposed when it matters most.

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