Malpractice Insurance Claim Information
If you are reporting a claim, incident or bar complaint regarding legal malpractice, you should notify The Bar Plan immediately, in writing, upon notice of any claim or upon your first knowledge of circumstances that may give rise to a claim.
Bond Claim Information
If you are reporting a bond claim, please contact Teresa M. Niederwimmer at 314-965-3333 or 800-843-2277.
When do I report a claim, incident or bar complaint?
The Bar Plan should be notified immediately, in writing, upon notice of any claim or circumstances which might give rise to a claim. If you have concerns about timely reporting a new matter within the effective dates of the current policy or if there are other exigent circumstances, we encourage you to expedite reporting by making the report via fax, email or courier.
CLAIM: Under the terms of your policy, a “CLAIM means: Receipt by an Insured of a demand for money or services (including the service of suit or the institution of arbitration proceedings) against the Insured from one other than that Insured.” Two or more demands arising out of a single act or omission, or a series of related acts or omissions shall be treated as a single claim.
INCIDENT: Notice of client’s dissatisfaction or any set of circumstances which might give rise to a claim in the future.
BAR COMPLAINT: Any grievance, complaint or charges against an Insured made by or filed with any bar, bar association, state or federal court, or regulatory or disciplinary official, body or agency alleging professional misconduct.
The Insured can send his/her report in writing to the address below, via facsimile at 1-844-824-1618, or download our form to Report a Claim, Incident or Bar Complaint.
What should I include in my report to The Bar Plan?
- A complete chronology of events leading up to such allegations;
- A “date of error” meaning the date the alleged error or omission took place; and
- “Insured’s first notice” meaning the date the insured first knew of a potential problem arising from his/her representation.
What happens after I report a claim, incident or bar complaint?
Once your initial written report is received, it will be reviewed and assigned to in-house Claims Counsel who will then send a letter of confirmation, which may also seek additional facts. Once a claim or potential claim has been made, do not discuss the matter without first consulting the Claims Counsel assigned to the file. If necessary, legal counsel will be retained by The Bar Plan to represent you.
The Bar Plan Claims Department
1717 Hidden Creek Ct.
St. Louis, MO 63131
Toll Free: 800-843-2277
Teresa M. Niederwimmer, Vice President, x107
Valerie L. Polites, Senior Claims Counsel, x123
Charles S. Coffey, Senior Claims Counsel, x127
Christopher (Chris) E. Meyer, Claims Counsel, x129
Deanna Brady, Claims Counsel, x147