Underwriting Guideline Highlights

Preferred Risks:
 

• 1-50 attorneys
• No Claim frequency or severity
• Minimum two methods of docket
• Use of engagement, non-engagement and disengagement letters
• Detailed conflict avoidance system
• Regular continuing legal education attendance
• Billing procedures and minimal fee suits
• Adequate support staff
• Back-up attorney for sole practitioners

Limitations on Areas of Practice
 

• Over 30% Commercial Real Estate
• Over 30% Construction Law
• Over 30% plaintiff – not inclusive of Workers Compensation
• Over 30% Trademark

Ineligible Areas of Practice:
 

• Class Action / Mass Tort
• Entertainment
• Financial Planning / Investment Counseling
• Oil & Gas
• Real Estate Syndications
• Venture Capital
• Copyright / Patent
• Environmental
• Mergers & Acquisitions
• Securities