Reasonable Care and Diligence

Denver-based Reasonable Care & Diligence Expert Witness

Understanding Reasonable Care and Diligence

Many insurance brokers believe that their duty to clients is satisfied if either the coverage requested by the client is obtained or if the client is notified that it is unavailable. However, due to recent cases in which Richard Mintzer Associates LLC has participated as expert witnesses, it is becoming apparent that courts are requiring more information for court proceedings. The most in demand are proof of reasonable care and diligence.

Throughout the insurance industry, insurance producers agree to uphold a standard of care encompassing responsibilities to clients that include:

  • Following the insurance instructions of the client
  • Procuring insurance as instructed by the client
  • Notifying the client in a timely manner if coverage is unavailable
  • Responding to client expectations

With more clients willing to pursue legal action against insurers, it is important for the insurance producers to take measures to protect themselves from liability for damages resulting from clients' loss.

Documentation Essential for Defense

To prove that the standard of care was met in every situation, insurance producers must document their efforts to provide reasonable care and diligence while working to place insurance protection as instructed. This documentation must be complete and include records of everything done to comply with client instructions.

In today's high pressure and competitive insurance industry, insurance professionals must implement documentation systems. The systems make it possible to explain in detail the process for procuring insurance and to prove the presence of diligence and reasonable care measures.

To learn more about documenting diligence and reasonable care efforts or to speak with Richard Mintzer Associates LLC about serving as expert witnesses, please fill out an online contact form or call 877-461-1656.

Richard Mintzer Associates LLC
5551 Jewel Creek Court
Boulder, CO 80301
Telephone: 877-461-1656
Map & Directions

Richard Mintzer Associates LLC is located in Denver Metro Area and serves clients nationwide.
Richard Mintzer
Associates LLC

5551 Jewel Creek Court
Boulder, CO 80301
Toll Free 877-461-1656
Map & Directions

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.