Order Policy Report

1Requestor Information

Company Name *

Company State *

Requestor Name *

Plaintiff Name / Case Number *

Requestor Phone Number *

Email For Results *

Select Case Type *

All case types include a policy limits probability search. We also include a background check, basic asset search, risk analysis, and case overview at no additional charge — even in a no-hit report — to provide valuable insights and context for evaluating and preparing your case.

Do You Know Who The Insurance Provider Is? *

Yes = You KNOW who the insurance provider is and are requesting confirmation of the policy limits associated with that carrier.

No= You DO NOT KNOW who the insurance provider is and are requesting that we identify the carrier and determine the policy limits associated with the subject's coverage.

2Case Information

Date of Loss *

Defendant Name *

Defendant Insurance Provider

Defendant Policy Number

Defendant Claim Number

Defendant Date of Birth

Defendant Phone Number

Defendant Address

Defendant Vehicle Year / Make / Model

Additional Information

Please provide any additional information about your case that may assist in processing this search. This can include details such as the policyholder name (if different from the defendant), driver's license number, SSN, DOT number for commercial cases, the state where the accident occurred, or any other relevant identifying or case-specific information. If you have already received a settlement offer from the insurance carrier, please include the amount offered. This information helps enhance our evaluation and overall analysis of the request.

3Documents Upload

Supporting Documents

Click to upload or drag & drop

Police Report, Claims Letter, Settlement Offer, Insurance Card, Driver's License, or other documents — PDF, DOC, DOCX, JPG, or PNG, up to 100MB each

I confirm I am an authorized attorney, or an agent acting on behalf of an authorized attorney, submitting this request for a permissible purpose, and I agree to the Terms & Conditions and Fee Schedule.

You'll receive an email confirmation and an invoice for the flat report fee. No payment is collected on this form.

Fee Schedule

All cases are 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.

Add-ons included at no additional cost: Umbrella Search and Rush Fee.

Payment is due within seven (7) days of your receipt of the completed case — a good-faith grace period to review the invoice and submit payment.

If payment is not received within that seven (7) day period, the invoice is considered overdue. During the following thirty (30) days, you may still remit the original amount without penalty.

If the invoice remains unpaid thirty (30) days after entering overdue status, a late fee of ten percent (10%) of the total is assessed, and continues to accrue monthly on the outstanding balance until paid in full.

Terms & Conditions

No Guarantees: Policy Trace does not guarantee results, and clients are responsible for verifying the information provided.

Client Eyes Only: Results are strictly for client eyes only and may not be shared externally.

All outputs are provided solely for informational and analytical purposes and are not a substitute for professional judgment. Every result must be independently reviewed and verified by your attorney or another qualified expert; you remain solely responsible for the accuracy and sufficiency of any information before relying on it.

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

For further clarification, visit our FAQ — covering how tracing works, bulk pricing & discounts, turnaround times, policy existence searches, incorrect result & no-hit policies, and late fees & payment terms. For additional inquiries, contact us at limits@policytraceai.com.