No matter how well-run your firm is, claims can happen. Whether triggered by client dissatisfaction, legal error, or a simple misunderstanding, how your PI claim is handled can materially impact the outcome.
This article outlines how the right claims support, embedded within your broking relationship, can protect your position and accelerate resolution.
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PI claims often involve allegations of professional misconduct or negligence, raising reputational stakes.
Legal privilege, confidentiality, and timelines are sensitive.
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At Willis, we provide:
We act as the bridge between the legal, the commercial, and the contractual, making the claims process smoother.
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A commercial law firm faced a high-profile claim after a large real estate transaction fell through. The client alleged negligent advice and sought damages of over £1m. Initial insurer response raised issues with how the matter had been notified.
Following the appointment of Willis as the broker, we worked with the firm to reconstruct the notification context, challenge the insurer’s response on cover, and maximise cover including the payment of all defence costs that were sought.
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At Willis, we guide firms through:
When claims arise, your broker should be involved and do more than pass on messages. They should be proactive, informed, and in the room.
“When claims arise, your broker should be involved and do more than pass on messages.”
Lindsay Woolrych | PI Claims Advocate, FINEX GB