New Appleman Premium Online Checklists - § 38.01 CHECKLIST: IDENTIFYING RISKS COVERED BY ERRORS AND OMISSIONS (E&O) INSURANCE, is one of the 200 coverage checklists in New Appleman Premium Online Checklists. This online checklist provides step by step guidance to help practitioners identify risks before filing claims under E&O insurance.
The checklist starts with an Expert Insight written by coverage expert Jeff Thomas professor of law at the University of Missouri-Kansas City School of Law. Mr. Thomas is also the general editor of the New Appleman Library Edition. His insight provides practice oriented strategic points, warnings, and pitfalls to consider before tackling the tasks outlined in the checklist. Mr. Thomas advises “When identifying covered risks under E&O insurance, the policy and related case law should be consulted regarding the scope of the "professional services" or other activity insured. Some policies provide broad enough coverage to include liability for certain types of intentional misconduct, which is broader coverage than available under general liability insurance. Because professional services often involve a variety of different tasks and may take place over a substantial period of time, there may be possible multiple claims, which may provide additional coverage for per-claim or per-occurrence limits (or may reduce coverage by virtue of multiple deductibles or co-insurance payments)."
The checklist contains 7-10 easy to follow tasks that will help practitioners identify risks while evaluating potential claims. Each task includes a Related References section containing links to relevant Matthew Bender analytical content, related New Appleman Premium Online Checklists, applicable forms, statutes and regulations to provide additional guidance. This checklist also contains links to two related checklists § 29.01 Checklist: Preparing Plan to Investigate Issues for Insurance Coverage Claims and § 38.02 Checklist: Determining Exclusions from Coverage Under Errors and Omissions (E&O) Insurance Policy to ensure a comprehensive analysis of E&O claims.
The New Appleman Premium online checklists product contains over 350 online insurance coverage and compliance checklists that provide all the tools needed to complete each phase of a coverage dispute and the most commonly encountered compliance tasks. The product is divided into 4 volumes: Coverage Analysis and Pre-litigation, Coverage Litigation, Separate Insurance Lines and Regulatory and Compliance. Each volume is divided into a combined total of 40 chapters that replicate the structure of the New Appleman Insurance Practice Guide. The Regulatory and Compliance volume is divided into 27 chapters by line of insurance such as Life and Health Insurance, Property and Casualty Insurance, Worker's Compensation Insurance, Reinsurance, Risk Retention and Captive Insurance, and Annuity and Retirement Insurance for quick retrieval.
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