Claim and Complaint Reporting

Am I required to report all circumstances that could give rise to a Claim?

The policy requires you to report circumstances involving a Wrongful Act, which may reasonably give rise to a future claim.

How do I determine if something is qualified as a Claim?

A claim means a written notice or demand, including 'suit', signed by or on behalf of a 'client' of a named insured who is alleged to have suffered monetary loss as a result of or in conjunction with the provision of 'financial services' by a named insured and asserting that the insured is liable for said monetary loss. A report made to the carrier for any reason, including, without limitation, loss control or risk management purposes, shall not be considered a 'claim'.

What should I do if I have an E&O claim?

In event of a Claim you must report to Everest Indemnity Insurance Company immediately in writing.

Be sure to include the claim form as well as any and all correspondence and data regarding the claim or complaint.

Download Claim Form

Download Claim Reporting Guidelines

Report by e-mail:

Claims e-mail:

Report by mail:

Mail address:
Attn: Everest Specialty Underwriters
Everest Indemnity Insurance Company
461 Fifth Avenue 20th Floor
New York, NY 10017-6234

Report by Facsimile:

Fax claims: (908) 604-3525

Name: Mark Morros
Phone: (949)349-9833