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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:
- the
nature of the specific act, error or omission
including the date of notification; and
- the
damage which has or may result from such act,
error or omission and the reason why such damage is
anticipated; and
- 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.
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