At the IGA's Spring Conference in Ft. Myers in May, IGA Counsel, Chuck Lloyd discussed the importance of having your customer sign a valid assignment of proceeds.  Mr. Lloyd advised that once you have the assignment, you control the insurance claim on behalf of your customer.  He advised that the shop should get the customer to sign the assignment as soon as possible and noted that this can be the difference in retaining your customer, who has already chosen your business to repair their vehicle.   During the call with the third party administrator, advising the CSR that you have the signed assignment can disable their ability to steer the customer.  It is that important.

At the conference, in his presentation, Chuck advised the attendees that he would make specific assignment language available to IGA members after the conference.  Since this information is a defensive measure to the TPA's ability to steer, the IGA is making it available to anyone upon request.  The IGA advises you to review this language with your attorney before incorporating this into any of your business documents.  Simply email your request to Mike Russo, Executive Director, at

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