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Home > 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*
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

Δ

IQRM Surveys Available for the Following Risk Issues:

Business Continuity
Employment Practices Liability
Discipline and Termination
Cyber Liability
Workers’ Compensation
Products Liability
Professional Liability
Recruitment, Selection & Hiring
Substance Abuse
Wage and Hour
Workplace Discrimination
Workplace Safety
Workplace Sexual Harassment
Claims Management
Directors & Officers Liability
Environmental Liability
Fleet Safety
General Liability
Medical Malpractice
Pre-Employment Screening
Product Contamination & Recall
Protecting the Human Assets of Your Business

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Boise Office

Associated Insurance Services

2676 S Vista Ave
Boise, Idaho 83705

Phone: (208) 336-7733

Toll Free: (800) 678-7733

Fax: (208) 336-1137

Mon-Fri: 8:30am-5:00pm
Sat-Sun: Closed

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Coeur d’Alene Office

Associated Insurance Services

10589 S Highway 95
Coeur d’Alene, Idaho 83814

Phone: (208) 336-7733

Toll Free: (800) 678-7733

Fax: (208) 336-1137

Mon-Fri: 8:30am-4:00pm
Sat-Sun: Closed

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Associated Insurance Services provides Auto, Home, Business, Life & Health Insurance, Workers' Compensation, and Bonds to all of Idaho, including Caldwell, Coeur d'Alene, Eagle, Hailey, Idaho Falls, Lewiston, Meridian, Nampa, Pocatello, Sandpoint, Sun Valley, and Twin Falls.

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