How to Prepare a Personal Injury Settlement Brochure | Nara

Thoroughness is the important thing when getting ready a settlement brochure or demand bundle to try settlement of an harm case.

Listed below are 32 ideas gleaned from over 20 years expertise that comprise a guidelines or template to ensure your booklet is as full as attainable.

(Notice: on this guidelines the “settlement brochure” is usually referred to as the “demand.”)

1. Order PIP/MedPay funds ledger out of your insurance coverage firm (the corporate of the automobile you have been in on the time of the accident.)

2. Obtain the PIP/MedPay funds ledger.

3. Verify the ledger for another docs, clinics, prescriptions and many others. that you simply had ignored.

4. Make an entire checklist of your whole docs, hospitals and many others.

5. Request impairment ranking or ultimate narrative report letter from one among your treating docs.

6. Acquire all Medical Payments.

7. Acquire all Medical Reviews and data.

8. Mail or fax to your employer a LOST WAGES REQUEST LETTER. This asks your employer’s human assets division for:

1) your hourly wage at time of accident, and

2) what number of hours have been missed due to the accident.

9. Upon getting acquired misplaced wages data from employer, calculate misplaced wages.

10. Verify dates of service on ALL medical payments, prescriptions, stories, data, and many others. Make sure that payments are present and embrace all companies so far.

11. Prepare medical payments in chronological order, protecting all of 1 physician’s/clinic’s payments collectively, then checklist every physician/clinic, and complete bills from that clinic, on MEDICAL SPECIALS SUMMARY in similar order. Notice: in harm instances, medical payments are generally known as “medical specials.”

12. Verify for prescriptions. Add to MEDICAL SPECIALS SUMMARY.

13. Have any of the docs predicted a particular want for future remedy? If that’s the case, add quantities to backside of MEDICAL SPECIALS SUMMARY. (Place a duplicate of future medicals documentation in future medicals part of demand.)

14. Learn medical data and stories to establish any drawback areas. (In studying, if one other physician/clinic is talked about test on it to see if there are extra medical payments.

15. Manage medical data and stories in reverse chronological order.

16. If that is an uninsured/underinsured motorist case, collect data that’s proof of existence of an uninsured or underinsured motorist.

17. Acquire legal responsibility or jury verdict analysis. Notice: if there is a matter as to legal responsibility it’s useful to surround authorized analysis that helps your place. This can be obtained from a regulation library.

18. Draft DEMAND LETTER. That is the duvet letter on your brochure that summarizes the entire data.


20. Proofread DEMAND LETTER, MEDICAL SPECIALS SUMMARY, FUTURE MEDICALS SUMMARY, and LOST WAGES SUMMARY. Verify date of accident on accident report in opposition to the date in letter.

21. Verify verdict quantities in comparable verdicts with what’s typed in demand letter.

22. Verify spelling on medical phrases, and on docs’, shoppers’ and adjusters’ names.

23. Verify to see that each one greenback quantities and numbers are appropriate numbers.

24. Verify all greenback totals with an including machine. This may occasionally appear trivial however your accuracy will mirror in your credibility.

25. Verify names and quantities on MEDICAL SPECIALS SUMMARY and examine them for accuracy with the quantities on the precise payments.

26. Place divider sheets in applicable locations in order to divide the demand bundle into sections.


28. Make sure that letter is signed earlier than copying. Copy complete demand bundle; make an EXACT copy of what you ship to the insurance coverage firm.

29. Make sure that divider tabs are “in” for every part and are labeled in each demand and your copy.

30. After copying the demand bundle, undergo it web page by web page to make it possible for each web page bought copied, and that pages are going through up. Make certain highlighted gadgets get highlighted on copy.

31. Mail or hand ship the demand bundle/settlement booklet to insurance coverage firm.

32. Calendar for comply with up in 5 days with adjuster. You need to make certain the bundle arrived. You additionally need to ask the claims adjuster how lengthy it is going to take her to assessment it and get again to you with a response.


The care and thoroughness of your settlement booklet might be mirrored within the measurement of the provide. Construct credibility and belief by being full and correct. Good luck!


This text doesn’t represent authorized recommendation however is merely a abstract of the expertise of 1 legal professional in a single jurisdiction. Search authorized recommendation from a reliable legal professional in your state or carry out your individual authorized analysis as to any related authorized points.

Source by Rex Bush

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