How to make a Financial Lines claim

Financial and professional services organisations face greater risks today than ever before

With a constant threat of litigation over disputes that may arise and claims coming in, it may be hard to focus on your clients or your business.

That's where we come in for Chubb financial lines policyholders. Should a claim be made against your organisation alleging liabilities insured under your Chubb financial lines policy, our experienced and knowledgeable claims team will step in to review your claim. We are here to provide timely and innovative claims services to help your business, your employees and your reputation. We will handle your claim, so you can get back to focusing on your business.

Learn more about Chubb’s financial lines business

How to report a claim

Please include the following information with any claim notification:
 

  1. The contact details of the person in your company who will be dealing with the claim.
  2. The insured person's name
  3. Your policy number
  4. The date of loss
  5. A brief summary of facts and circumstances
  6. Please refer to the individual products below for any additional information that may be required.
  7. Email your information to our claims team.

 

 

Directors' & Officers' liability claim

  • Copies of any relevant correspondence including letters of demand
  • Copies of pleadings
  • Supporting documentation for the Insured Person’s position

Employment Practices liability claim

  • Copies of any relevant correspondence including letters of demand
  • A copy of the complainant’s employment contract
  • A copy of any pleadings filed including Fair Work Applications

Cyber claim

  • Nature of cyber incident including a brief summary of facts and circumstances
  • Confirmation as to whether an IT specialist been instructed. If so, please provide details of the IT specialist and copies of any retainer.
  • A copy of any IT reports or screenshots of the cyber incident

Crime claim

  • Anticipated quantum
  • Details as to whether any forensic accountants have been appointed; if so, please provide details and a copy of any retainer
  • Details of whether the police have been notified; if so, please provide the incident number and contact details for the police investigator

Professional Indemnity claim

  • A copy of any agreements or contracts in dispute
  • Copies of any relevant correspondence including letters of demand
  • Copies of pleadings

General claim

  • Copies of any relevant correspondence
  • Copies of pleadings (if relevant)

 

All claims are subject to the terms, conditions and exclusions of the relevant product disclosure statement and/or policy wording. Please read this information carefully before making a claim and/or contact your broker or us for more information.

 

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Send us your claim

 

After you have compiled all the necessary information, please send it to our claims team.