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Professional Liability: Risk Check Survey
Professional 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
*
Date Format: MM slash DD slash YYYY
Organization Name
*
Person Completing Survey
*
Title
*
Phone
*
Email
*
Rate the effectiveness or success of the organization’s actions:
1. To what degree does your organization have a complete understanding of all the activities and services that are provided to your clients and customers?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
2. How effective are the processes in place to make senior management aware of the type of economic loss exposure the business may have with your clients and customers?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
3. In addition to economic loss, how well does your organization understand the ways a lawsuit can negatively impact a service provider?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
4. To what degree does your organization understand the cause of financial damages in a professional liability claim or lawsuit?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
5. How effective are your processes and policies in protecting the organization from exposure to financial loss due to vicarious or contingent bodily injury, property damage, or personal injury should the case arise from a service provider?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
6. How effective have senior leaders been in considering the need for purchasing professional liability coverage in addition to commercial general liability (CGL) coverage?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
7. How well is your organization's leadership team at educating themselves on the “duty to defend” basis of your professional liability policy?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
8. To what extent does your organization understand that reviewing the insurance carrier’s panel counsel is an important part of the professional liability decision process?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
9. To what extent does your organization understand how a “claim” is defined in your professional liability policy?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
10. How effective is your professional services business in reporting claims so as to avoid making any assumptions as to the gravity of a potentially negligent act?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
11. How effective is communication within all parts of your organization to ensure timely reporting of all incidents that could lead to an actual claim?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
12. How effective is your organization’s communication with your attorney, insurance agent, broker and insurance company after a claim is reported?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
13. Before a claim actually occurs, to what extent has your organization had discussions around the option of using a law firm to handle your defense instead of the insurance carrier’s panel counsel?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
14. How effective is your general counsel or outside counsel in reviewing all contacts with clients to make certain that requests to add 3rd parties as additional insureds is either avoided or handled through indemnification language?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
15. How effective are you at verifying that sub-consultants maintain their own professional liability insurance and have a suspense system to follow up for updated evidence of coverage upon expiration?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
16. How careful is your review and understanding of policy exclusions and their impacts?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
17. How effective is your agent or broker in determining the availability of optional coverage enhancements?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
18. To what extent has your organization disclosed all related entities (including ownership/affiliation and nature of services) on our professional liability application and have indicated those for which coverage is desired?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
19. To what degree does your organization’s professional liability application reflect the all exposures of all entities/persons to be insured?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE
20. How effectively does your organization disclose detailed claim information and make corrective measures to minimize the risk of a repeat event?
*
N/A
INEFFECTIVE
MARGINALLY EFFECTIVE
MODERATELY EFFECTIVE
EFFECTIVE
HIGHLY EFFECTIVE