Creating a Loss Reporting Plan: Your Guide to Effectively Managing and Reporting Claims  Markel’s Loss Reporting Plan is a documented process that defines the roles and responsibilities of your driver and any office staff involved in the  reporting of a loss involving a crash, theft, vandalism, or any other type of loss or damage to people or property. Download PDF Order a hard copy

The Loss Reporting Plan and Support Materials
While you can find the following support materials in our guide, you can also download them individually in Microsoft Word format to customize and use with your own Loss Reporting Plan.

1. The Loss Reporting Plan
By following the steps provided in Markel’s new guide, you can create a customized Loss Reporting Plan for your business — a plan that, when properly implemented, will prepare your employees to deal effectively with a loss and subsequently protect your bottom-line.

2. Support Materials

	Appendix 1: Post-Loss Plan Evaluation The purpose of this evaluation is to assess what went well, what could have been done better and if any changes need to be made.
	Appendix 2: The Loss Reporting Contact Best Practices As the first person to take your driver’s call, the Loss Reporting Contact can use these suggestions to simultaneously ensure that the driver is okay and the rights steps are taken following the loss.
	Appendix 3: Photographing a Loss Scene This is a list of best practices that drivers should be aware of before they photograph the loss scene
	Appendix 4: Driver Pre-Trip Checklist Even before they enter the cab, your drivers need to be certain they have everything they need in the event of a loss—this simple checklist of items can help to ensure this.
	Appendix 5: Best Practices for the Loss Reporting Contact Ensuring the right steps are taken while simultaneously ensuring your driver is okay is a challenging role. These suggestions will support your Loss Reporting Contact in this task.
	Appendix 6: Training Tips This is a list of basic learning objectives for your reference to help you build a training plan for your company.
	Appendix 7: Trainer and Plan-Owner Schedule This schedule is a template for you to keep track of the plan’s training, retraining, and testing dates.