Opening Files
We have flat fee agreements with these carriers.
Coalition, Arch & Tokio Marine, & sometimes Westfield
List three different contacts who would be added to the Related Contacts tab.
Brokers
Insured's IT/MSP
Adverse Parties
Related Insured Parties
Additional Insured Contacts
d/b/a Companies
When scheduling urgent matters, who will coordinate with the Partners for earliest scoping availability?
Amanda and Max
What time should we have mail requests submitted to Tiffany and Mollie?
2pm ET, exception for 3pm at the absolute latest for urgent mailings
______ is our designated Partner leading the cyber practice in London.
Hilary Higgins, Esq.
This billing note is added into the General and Medical tabs only for Coalition files.
Cost Share
What is the difference between a Coalition FF and Hourly Matter ID?
FF - 03515
Hourly - 03516
List two reasons why partners should not be added to Intake for consultation scheduling
Anyone listed as "no fly" on Partner schedule
Partner is on PTO on Vacation calendar
Ernie or John
List three reasons why it's important to stay up to date with billing.
1. Attorney hours are up to date
2. Carrier budget updates are accurate
3. You don't fall behind
True or False: We are able to accept matters where the Insured is based in the UK.
TRUE, as long as Hilary is handling.
Files for which Carriers require the Rule Set in the Events Tab?
Chubb, Travelers, AXA XL, Westfield & Everest
How are matter types indicated within a ProLaw file? List them.
The sub-area of law field in the Custom tab
Cyber Security - BEC
Cyber Security - RW
Cyber Security - Paper
Cyber Security - Third Party
Cyber Security - Other
What is the absolute latest notice you can send an intake before the scoping call time?
25-30 mins before meeting time
What must be included in all email subject lines?
Insured company name
_______ is the UK firm we often loop in to assist with international notification.
Clyde & Co.
What contacts get added to the General tab of SAFER matters?
Berkley adjuster, Insured Contact, SAFER client card
How do we run a preliminary conflict check in ProLaw?
Search contacts for the company and Insured contacts, and search existing matters.
These three CRA contacts are adding to forensic scope requests for new matters.
Bill Hardin, Umair Khan Abolee Raut
Where can you find all cyber review materials?
Cyber Team Review Docs folder in the OneDrive
For scheduling purposes, what is the time difference between us and London?
London is 5 hours ahead
Our flat fee rate for Arch RW matters is _____.
$12,000
Breakdown the Matter ID: 03516-00105666-PA025
03516 - carrier indicator (Coalition hourly)
00105666 - unique file indicator
PA025 - Cyber group
Intake for which carrier begins with our team being looped in on an introduction email with the Insured?
Ambridge (Bates Carey)
What are the Chubb hourly rates?
350/325/100
The billing rate for MGA clients is _______.
London/Brit US Carrier Group