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General Liability: Risk Check Survey
General Liability: Risk Check Survey
The Risk Check Survey encompasses the degree to which your firm provides comprehensive policies, programs, and training focused on protecting your organization.
Date
*
MM slash DD slash YYYY
Organization Name
*
Person Completing Survey
*
Title
*
Phone
*
Email
*
Rate the effectiveness or success of the organization’s actions:
1. How effective is senior management at assessing the degree to which your organization is prone to lawsuits and the nature of the lawsuits?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
2. To what extent does your organization have quality control procedures or similar safety requirements in place?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
3. How would you rate your organization’s familiarity with average costs of litigation in your community?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
4. How well does your organization maintain a record of prior claims against it and/or records of any recall of products or similar risks?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
5. To what degree has a person been identified to assist your agent or broker in responding accurately to the insurance underwriters or auditors?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
6. To what extent has your organization conferred with your agent or broker to confirm the accuracy of the general liability class code(s)?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
7. To what degree are decision makers within the organization familiar with exclusions in the insurance contracts and, if necessary, are seeking coverage for excluded risks where coverage is needed?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
8. How would your rank your organization at assigning a person to maintain all insurance policies, including policies from prior policy periods?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
9. To what degree is your organization aware of whether prior policies were occurrence or claims made policies?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
10. To what extent does your organization have a policy in place to obtain prior acts or run-off coverage in order to fill gaps if change of insurers or change in type of coverage occurs?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
11. To what degree does your organization have a policy to address when claims are made against the company?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
12. To what extent does your organization have procedures in place to retain records and material related to claims, including security footage, photographs, emails, etc.?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
13. How would you rate your organization at identifying a person to maintain these claims records and keep them organized?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
14. How aware is your organization of potential trigger of coverage theories to determine the policy periods that might be triggered?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
15. How effective is your organization at identifying a person familiar with the historical and current policies to provide insurance to all potentially implicated insurance policies?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
16. How would you rate your organization at identifying a person as the contact person to assist and promptly respond to an insurance company investigation?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
17. To what extent is your organization familiar with the policy language and the local laws regarding selection of defense counsel?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
18. To what degree is your organization familiar with whether punitive damages are covered under the policy or the law?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
19. How would you gauge your organization at arranging a team of experts, either internally or outside, to serve as resources in liability occurrences?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
20. How would you rate your organization at arranging a team of experts, either internally or outside, to serve as resources in providing legal recommendations?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
Δ