Tender Letter Review

Tender Letter Review

Purpose

Review a tender letter, notice of claim, additional insured tender, or contractual indemnity tender into a completeness checklist, a missing-documents list, risk flags, and proposed revisions for attorney review. This skill organizes what the tender contains and identifies gaps; it reaches no conclusion that the tender is timely, valid, or sufficient.

Use When

• A tender letter, claim notice, additional insured tender, or contractual indemnity tender must be reviewed before it is sent or after it is received.
• The user needs the tender checked for completeness, supporting documents, and risk flags.
• A draft tender needs attorney-review revisions before finalizing.

Required Inputs

• The tender or notice letter, with source references — or, if drafting-stage, the draft.
• The asserted basis for the tender — the policy (with its additional insured provisions) and/or the contract (with its insurance and indemnity clauses), with source references.
• The user's role (tendering party, party receiving the tender, insured, additional insured, insurer, broker, or other) — or not provided.
• The claim or matter being tendered — or not provided.
• The duties tendered — defense, indemnity, or both — or not provided.
• Any timing facts the user supplies (date of loss, date of suit, date of tender), echoed and marked [deadline verification required].
• Jurisdiction and governing law, or [verify jurisdiction].

If the letter, the asserted basis, or the user's role is missing, record it as not provided and return the missing-information list first.

Do Not Use When

• The request is to conclude whether the tender is timely, valid, sufficient, or properly made.
• The request is to determine additional insured status, a duty to defend or indemnify, or a contractual indemnity obligation.
• The request is to conclude on the consequences of notice timing, or for legal advice.
• The request is to approve sending the tender as final (the attorney does that).