---
title: "List dates and amounts for a letter to the insurer"
url: "https://ailawframework.com/practice/personal-injury-and-compensation/draft-correspondence-to-the-insurer-or-scheme-agent/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A21-T1-R13-US"
practice_area: "Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List dates and amounts for a letter to the insurer

> Table the claim number, the injury date, each amount printed in the file, and the date of each letter already sent. Write no sentence of the letter.

Canonical page: https://ailawframework.com/practice/personal-injury-and-compensation/draft-correspondence-to-the-insurer-or-scheme-agent/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)](https://ailawframework.com/practice/personal-injury-and-compensation.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| How AI is used | Table the claim number, the injury date, each amount printed in the file, and the date of each letter already sent. Write no sentence of the letter. |
| What the lawyer must review | 15 U.S.C. § 1012 leaves insurance to state law unless a federal act specifically relates to the business of insurance. NAIC model MO-900 is not that law. An act in its Section 4 is an unfair practice only if flagrant or a general business practice under Section 3, and only where enacted. California Insurance Code § 790.03 includes misrepresenting pertinent facts or policy provisions to a claimant. You write the letter. |
| Written for | United States |
| Applies to | [Draft correspondence to the insurer or scheme agent](https://ailawframework.com/practice/personal-injury-and-compensation/draft-correspondence-to-the-insurer-or-scheme-agent.md) |

## Checking plan

- What the AI does: Table the claim number, the injury date, each amount printed in the file, and the date of each letter already sent. Write no sentence of the letter.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- A single delay in the table is not a model violation.
- The 15-calendar-day claim-form sentence in the model applies only where a state has enacted it.

## Sources

- [15 U.S.C. § 1012, McCarran-Ferguson Act: regulation by State law](https://www.law.cornell.edu/uscode/text/15/1012) (checked 2026-10-22)
- [NAIC Unfair Claims Settlement Practices Act, model MO-900](https://content.naic.org/sites/default/files/model-law-900.pdf) (checked 2026-10-22)
- [California Insurance Code § 790.03, unfair methods of competition and unfair acts](https://california.public.law/codes/ca_ins_code_section_790.03) (checked 2026-10-22)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Offer of compromise in personal injury proceedings (UCPR r 20.26, NSW), with covering letter](https://ailawframework.com/precedents/personal-injury-and-compensation/offer-of-compromise-personal-injury-nsw.md) | Notice | Yellow | Plaintiff's or defendant's formal offer of compromise under r 20.26 of the Uniform Civil Procedure Rules 2005 (NSW), with the mandatory contents, the acceptance period, and a covering letter… |
| [Letter of representation and preservation](https://ailawframework.com/precedents/personal-injury-and-compensation/us-representation-preservation-letter.md) | Letter | Yellow | Notice that a lawyer represents an injured person, and a request that the recipient keep records and electronically stored information about the incident. |

Signed-in accounts can read the full text of each one.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*