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Cardinal Point Insurance

File a Claim

Use this form to report a claim under your policy. We understand that dealing with a loss is stressful — our team is here to help guide you through the process.

What You'll Need

Have the following ready before you start. If you don't have everything available right now, submit what you can — our team will follow up for anything else we need.

✓	The policy type you're filing under Select from the list on this page — if you're unsure, our team can help determine the right policy
✓	Your policy number If available Found on your policy declarations page or in correspondence from Cardinal Point
✓	Details of the occurrence Date, location, description of what happened, and your estimated financial loss
✓	Proof of loss documentation If available Invoices, receipts, photos, police reports, insurance correspondence, or other supporting documents

What to Expect

The form has three short sections and takes about 10–15 minutes. You can save your progress and come back later if needed.

Section 1

Policy Type

Section 2

Insured & Contact

Section 3

Occurrence & Claim

Need help filing your claim? Reach us at claims@cardinalpointinsurance.com

Provide your insured business details and a point of contact for this claim. If the best person to reach about this claim is different from the insured, enter their information in the Contact section.

Insured

Name of Insured:

Policy #:

Insured's Mailing Address:

Street, City, State Zip

Phone Number:

Email Address:

Contact

Name of Contact:

Contact's Mailing Address:

Street, City, State Zip

Phone Number:

Mobile Number:

Email Address:

Occurrence / Claim

Date of Occurrence / Claim:

mm/dd/yyyy

Location of Occurrence / Claim:

Description of Occurrence / Claim:

Estimated Financial Loss:

Please attach proof of loss:

Additional Parties Invovled

Are there additional parties involved?

YesNo

Business Name:

Contact Name:

Address:

Street, City, State Zip

Phone Number:

Mobile Number:

Email Address:

Are there more additional parties involved?

YesNo

Please list additional parties involved:

Mitigation Expenses

Has a Company / Firm been contracted to mitigate damages?

YesNo

Company / Firm Name:

Contact Name:

Phone Number:

Email Address:

Date Contracted:

mm/dd/yyyy

Services Provided:

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