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We have always made our clients insurance needs our number one priority. This is the reason Daniels-Head has been in the insurance industry for 57 years. The longevity of our company - and that of so many of our company associates - allows us to view the industry from a unique prospective. We strive to consistently help professionals like you find the right coverage and provide exceptional service at every step. That is our business - because you are busy with more important things.
As it is with your business, the finest compliment we can receive is a referral from one of our current or past clients. Please keep us in mind when your colleagues or clients ask your advice about professional liability.
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FEATURED ARTICLE
The Basics of Firm Splits (Part II)
Mark Bassingthwaighte, Esq. & Wendy Inge, Esq.
August 12, 2011
Firm Split "To Do" List
1. Write out agreed upon responses to anticipated questions so
that clients receive accurate and consistent information on such
things as how to reach their lawyer, where their file is, or
how they can obtain their file. The fastest way to lose clients
is by publically airing your dirty laundry.
2. Before returning a file or transferring a file, copy all critical
file contents, including work product, for protection from future
malpractice claims or ethical complaints.
3. Inform the court and other parties of the change to include
who will be responsible for the file going forward.
4. Determine how critical data, to include the calendar, client
file material, substantive email, billing, and payment records
from the computer network will be transferred.
5. Address billing and payment of client fees and expenses for
work performed prior to the split but not yet paid and/or work
that is still in progress but not yet billed. Never involve clients
in this firm discussion.
6. Return to the client any advances for expenses not incurred
and any unearned fees.
7. Retain copies of the following documents: the letter
indicating client's choice as to counsel; the record of the
transfer of client file materials; notice of withdrawal or client
dismissal; and signed receipts for file contents and returned
funds.
Click Here for Sample Client Notice and Client Response Form |
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QUOTES
I've met a few people in my time who were enthusiastic about hard work. And it was just my luck that all of them happened to be men I was working for at the time. -Bill Gold If at first you don't succeed, skydiving is not for you.
-Arthur McAuliff |
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ANECDOTE
Good fortune: A matter of perspective
It was shaping up to be a bad day for Joe. First, his alarm went off and when he reached for the snooze button, he tumbled out of bed, banged his head, and landed in a heap of tangled sheets on the floor.
He showered and dressed, jumped into his car and turned the ignition. The battery was dead. He called the auto club. His membership had lapsed. He called a taxi. It would be a 20-minute wait-and a $40 fare.
He arrived at work an hour late, missing an important meeting but showing up just in time to be chewed out by an irate customer.
Joe decided that what he really needed was some coffee, but when reaching over to turn his computer on he knocked his mug over, spilling hot coffee in his lap before it fell to the floor. Bending over to pick up his mug, he again banged his head, this time on the edge of his desk.
His assistant walked into his office with a stack of urgent messages. "Wow!" he said, surveying the disaster. "Bad day?"
"No, it's a great day!" Joe sat up, holding a pen. "I just found my lucky pen!"
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September
The breezes taste
Of apple peel.
The air is full
Of smells to feel-
Ripe fruit, old footballs,
Burning brush,
New books, erasers,
Chalk, and such.
The bee, his hive,
Well-honeyed hum,
And Mother cuts
Chrysanthemums.
Like plates washed clean
With suds, the days
Are polished with
A morning haze."
- John Updike
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Our new and improved website is set to launch on October 1, 2011. The new url will be www.dhia.com. We will update you with more information in the October newsletter. We hope you enjoyed this month's newsletter. If you have a topic that you would like us to explore or suggestions as to how we can improve our newsletter, we would love to hear from you.
Sincerely,
Daniels-Head Insurance Agency
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TO YOUR HEALTH
Watch for sugar hidden in foods
You know that avoiding sugar is one key to maintaining your weight and your health.
But do you know all the supposedly "healthy" foods that sugar can be hiding in?
Be on the lookout for these hidden sources of unnecessary sugar in your diet:
· Salad dressing. A dressing that's low-fat or fat-free can contain 5-7 grams of sugar per serving.
· Flavored yogurt. Yogurt may provide protein, but the fruity varieties often include up to 25 grams of sugar per 6-ounce serving. Buy plain yogurt and add your own fruit instead.
· Pasta sauce. Commercial pasta sauces frequently add sugar as a flavor enhancer. Skip those that list sugar among the first three ingredients.
· Granola bars. Oats, nuts, dried fruits are all good, but the extra sugar added to most granola bars (along with trans fats) can undercut their nutritional value.
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Contact Us
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Texas Regional Center and Corporate Offices
States Served: TX, NC, SC, GA, AL, NM, FL, IL, KS, MO, PA
Phone: 800-950-0551
Fax: 877-839-6107
Ohio Regional Center
States Served: OH, KY, TN, WV, MI
Phone: 800-352-2867
Fax: 800-261-5218
California Regional Center
States Served: CA, WA, NV, AZ, HI, UT, CO
Phone: 800-848-7160
Fax: 877-368-5788 | |
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Cyber Liability
Did you know that Daniels-Head can obtain competitive quotes for your firm for this very important coverage?
An essential coverage for any business that has databases containing non-published personal information.
Depending on the policy, Cyber Liability coverage can protect your firm from:
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Access to your systems by data breach; -
Use of your firms systems by unauthorized users; -
Data breach by rogue employee authorized users; -
Malicious code such as viruses, spyware, worms, bots, rootkits, etc.; -
Unauthorized access to your network via fraud or deceit; aka social engineering attacks; -
Vicarious liability for confidential data entrusted to your firm by a third party;
and many more important coverages.
New data suggests that the average cost of a multi-plaintiff data breach claim is 2.4 million dollars. Call us for a quote on this important coverage for your firm and recommend this coverage to your clients as a Best Practice.
Call us at 800-950-0551 and ask to speak with Jeanne Gardner.
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