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Claims Reporting : Defense Panel

Select from the following links:

Pre-claim assistance

Email Claim Notification

Claim Notification Form

Minimum information requirements

Selection of Defense counsel

PRIOR TO A FORMAL CLAIM OR INCIDENT NOTIFICATION PLEASE CONTACT RALPH PICARDI. (Click on name for email contact) for loss mitigation and risk management services

Tel:    (866) 668-7475

In the first instance, all notification of claims or incidents that might give rise to a claim should be addressed to:

New York Marine and General Insurance Company:

New York Marine and General Insurance Company
Attn: Professional Liability Claims
919 Third Avenue
10th Floor
New York, NY  10022

Telephone:          212-551-0600

Fax Number:       212-986-1310

 

Please carbon copy CPAGold™/Jorgensen & Company with all correspondence:
 
Street address:

Parkview Plaza West
1200 East Ridgewood Avenue
Ridgewood, New Jersey 07450

Postal address:

 Parkview Plaza West
1200 East Ridgewood Avenue
Ridgewood, New Jersey 0745

Telephone:    877 CPAGOLD (272 4653) or 201 447 4400
Fax:                 201 251 0439
Electronic mail:
Contact:       rjorgensen@jorgensenandcompany.com
 

Claims or incident reports must provide the following information:

  1. the nature of the specific act, error or omission including the date of notification; and
  2. the damage which has or may result from such act, error or omission and the reason why such damage is anticipated; and
  3. the circumstances by which you first became aware of such act, error or omission;

Appointment of Defense Counsel should be coordinated with your insurer and any suits papers, writs or requests for an appearance or documents sent to your insurer immediately for action.

Please do not discuss anything about a claim with potential or actual claimants.  Refer all matters to your insurer.

Like most accountants professional liability policies, CPAGold is written on a claims made basis: Failure or delay to notify your insurer of a claim or incident could prejudice your defensive position and possibly your rights to coverage under the program. We urge you to contact your insurer immediately upon receiving notice of a claim or becoming aware of an incident that might give rise to a claim.

 


Also, for those persons considering selecting CPAGold   as their new insurer, please see the section on claims made coverage and changing professional liability insurers.