Do:

Consult your policy.
It will answer many of your questions.

Immediately notify Professional Partners Group.
Claims and potential claim circumstances need to be reported in writing.

Make sure your claim report includes complete information.
You should include the suit papers or demand letter, a narrative describing the facts and circumstances of the claim, a copy of relevant files and any correspondence to or from the client concerning the claim.

Promptly and completely secure the physical integrity of your files.
Only those who absolutely need files related to the claim should have access to them.

Don’t:

Don’t wait to report a potential claim.
Our claims personnel will be able to advise you on the best course of action. Taking the proper steps and precautions before a suit is filed increases your chances of a positive outcome.

Don’t admit liability or attempt to settle any claim without the insurance company’s approval.
Doing so may forfeit your coverage.