Skill

Insurance Coverage Matrix (Template)

A matrix for tracking carriers, policies, limits, and coverage issues (UM/UIM, med-pay, exclusions).

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Matrix Columns

  • Insured/Defendant
  • Carrier
  • Policy #
  • Coverage type (BI, UM/UIM, MedPay, GL, etc.)
  • Limits
  • Key terms/issues
  • Status (requested/received/confirmed)

Copy/Paste Prompt

Build an insurance coverage matrix from the following information.

Inputs:
[PASTE]

Output:
- Table with the columns listed above
- A short "coverage risks" section (missing limits, exclusions, priority, notice)
- Follow-up questions to complete the matrix