Insured's Request to Retailer for Install Records

💡 When to use it

Use this when a retailer like Lowe's or Home Depot is slow to answer your Retailer Notice and Install Records Request. Retailers often respond faster to their own customer than to a subrogation company. Send this template to the insured, and they send it to the retailer as a customer asking for their own purchase and installation records.

• Keep it short and friendly. It comes from the insured, so it should sound like a homeowner, not a lawyer. No claim talk, no blame.
• Fill in what you can first. Pre-fill the order number, store, and dates so the insured only has to sign and send.
• Two ways to send it. The insured can email or mail it to customer care, or bring it to the store's customer service desk and ask them to submit it.
• Ask the insured to copy you. Have them forward any reply to your office, so nothing sits in their inbox.
• Walk them through it by phone. A quick call explaining why you need the installer's name makes it much more likely they'll send it.

Note to send the insured with this letter:

Hi [Insured's Name], to finish reviewing your claim, we need to know which company installed your [water heater]. Stores like [Retailer Name] often hire outside installers, and they usually answer their own customers faster than they answer us. Could you sign the attached letter and send it to [Retailer Name] customer care, or drop it off at the store's customer service desk? Please forward any reply to me at [Your Email]. Thank you!