A claim can arise from a regulatory complaint, a client seeking compensation, a lawyer’s letter, or a request for explanation about your care or conduct.

Be prepared to share a summary of the incident or complaint, any related documentation such as a lawyer’s letter or correspondence from your regulatory body, your certificate of insurance, and your contact information.

Report your claim promptly to your insurer or broker. The exact contact will vary depending on the policy — check your policy documents or coverage details for the right contact.

The insurance company will assign a claims adjuster to guide you, who may also appoint legal counsel if needed — simply follow their instructions throughout the process.