Submit a Case to Trace Insurance Policy Limits Quickly and Accurately

Use this form to securely submit the details we need to trace insurance policy limits and generate a complete liability report. Make sure to upload any relevant documents that will assist our team in helping you trace insurance policy limits accurately.

Basic Information

Law Firm Name *

Law Firm State *

Requestor Name *

Plaintiff Name / Case Number *

Requestor Phone Number *

Email For Results *

Select Case Type *

Do You Know Who The Insurance Provider Is? *

Date of Loss *

Defendant Information

Defendant Name *

Defendant Insurance Provider

Defendant Policy Number

Defendant Claim Number

Defendant Date of Birth

If the form won't submit without a date of birth, enter today's date to proceed.

Defendant Phone Number

Defendant Address

Defendant Vehicle Year/Make/Model

Add Any Additional Information About Your Case and Include Your Litify/Case Number (if applicable)

Documents Upload

Police Report

Click to upload or drag and drop

Claims Letter

Click to upload or drag and drop

Insurance Card

Click to upload or drag and drop

Thank you for choosing Policy Trace to trace insurance policy limits on your case.

Policy Trace Terms, Conditions & Fee Schedule

By submitting a case to Policy Trace, you agree to abide by our Terms & Conditions and the Fee Schedule outlined below.

Fee Schedule

All cases will be billed according to the rates listed on our website unless a special arrangement has been made otherwise. Please refer to the official Policy Trace pricing page for current rates:

Policy Trace Pricing

Add-Ons Included at No Additional Cost:

•Umbrella Search
•Rush Fee

For complete details on our payment policies, late fees, and other conditions, please refer to our Policy Trace Fee Schedule & Payment Policy.

Late Payment & Fee Policy

Payment for services is due within seven (7) days of the client's receipt of the completed case. This initial seven-day period is provided as a good-faith grace period to allow clients sufficient time to review the invoice and submit payment.

If payment is not received within the initial seven (7) day grace period, the invoice will be considered overdue. During the following thirty (30) day overdue period, the client may still remit payment of the original invoiced amount without penalty.

If the invoice remains unpaid thirty (30) days after entering overdue status, a late fee equal to ten percent (10%) of the total invoice amount will be assessed. This 10% late fee will continue to accrue monthly, applied to the outstanding balance, for each additional month the invoice remains unpaid, until payment is received in full.

Policy Trace reserves the right to suspend services, withhold future work, or pursue collection efforts for any invoice that remains unpaid beyond the timelines outlined above.

Additional Terms

•No Guarantees: Policy Trace does not guarantee results, and clients are responsible for verifying the information provided.
•Client Eyes Only: The results provided are strictly for client eyes only and may not be shared externally.

Frequently Asked Questions (FAQ)

For further clarification, please visit our FAQ page, which answers common questions, including:

•How Policy Limit Tracing Works
•Bulk Pricing & Discounts
•Turnaround Times
•Policy Existence Searches
•Incorrect Result & No-Hit Policies
•Late Fees & Payment Terms

For additional inquiries, contact us at limits@policytraceai.com.