Templates

Before you start

• Know which template you need, such as the Liability Incident Report

Steps

Click Templates

From the portal homepage, click Templates.

Screenshot: Portal homepage with the Templates button highlighted

Choose a template

Find the document you want and click Link to Download next to it.

Screenshot: Templates list with Link to Download next to each document

Download the file

Click Download to get an editable copy, or Download to PDF for a PDF.

Screenshot: Download and Download to PDF options

What happens next

• The file saves to your computer, usually in your Downloads folder.
• Fill it in, then attach it to the relevant request. For example, attach the litigation report when you report a litigation event.

Who to contact

Meaghan Hunt, Risk Coordinator — portal questions, incidents and litigations, certificates, reports
mhunt@stockbridge.com

Related guides

• Report a Litigation Event Report a litigated event through the portal, even if it isn't an insurance claim.
• Uploading Attachments Attach reports, photos, certificates, and other files to an incident or any other request.
• Report an Incident Report an incident to your Risk Management team, either as a notice only or as a claim for our insurance carriers.
• Contacts Who to contact with questions about the portal, incidents, and requests.