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Claims Info

Claims Do's and Don'ts

The claims process can be frustrating and very stressful. The most important thing to remember is that the claims team assigned to handle your file is there to provide you with the advice and guidance you need to make it through the process. Always cooperate with the claims team - it is their job to assess the merits of the claim and defend you.

Do

  • Review your client file in light of the allegations
  • Be understanding and forthright
  • Cooperate with regulators
  • Contact the APA's claims management firm
    • Provide them with details of the situation
    • Seek their advice on how to manage the situation
    • Above all, follow their advice and directions

Don't

  • Make an offer of compensation to your client
    • Provide copies of your insurance
    • Share your files
    • Interpret your actions in writing to the client
    • Avoid contact with the client