Submit a Case to POLICY TRACE

Use this form to securely submit the details we need to generate an insurance policy limits report. Make sure to upload any relevant documents that will assist our team in helping you find policy limits.

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 Name

Defendant Insurance Provider

Defendant Policy Number

Defendant Claim Number

Defendant Date of Birth

Month

Day

Year

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)

Police Report

Claims Letter

Insurance Card

Driver's License

By checking this box, you agree to the Policy Trace AI Terms, Conditions & Fee Schedule. Review below before proceeding.

Policy Trace AI Terms, Conditions & Fee Schedule

By submitting a case to Policy Trace AI, 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 AI pricing page for current rates:

Policy Trace AI Pricing

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.
Internal Use Only: The results provided are strictly for internal use only and may not be shared externally.
Policy Trace AI does not guarantee, warrant, or represent that any results, analyses, or information produced by its systems are complete, accurate, or free from error, and users acknowledge that inaccuracies, omissions, or misinterpretations may occur. All outputs generated by Policy Trace AI are provided solely for informational and analytical purposes and are not intended to create reliance or serve as a substitute for professional judgment. Policy Trace AI expressly disclaims any responsibility or liability for how its information is used or interpreted in legal, regulatory, strategic, or any other contexts. All results must be independently reviewed, validated, and verified by the user’s attorney, compliance professional, or other qualified expert within the scope of their matter, entirely outside of Policy Trace AI, and users remain solely responsible for ensuring the accuracy, applicability, and sufficiency of any information before relying on it in any capacity.