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Claims Reporting

Select from the following links:

Pre-claim assistance

Incident Notification

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) CPA RUSH (272 7874)


New York Marine and General Insurance

New York Marine and General Insurance
919 Third Avenue
New York, New York 10022
Attn: Jeffrey Morgan

Telephone:          800-327-0224

 

Fax Number:       856-427-0880


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

1200 East Ridgewood Ave.
Ridgewood, NJ 07450

 
Telephone:    877 CPAGOLD (2724653)
Fax:                 (201) 251-0439
Electronic mail:
Contact:       rickardj@cpagold.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.