Claim and Complaint Reporting

The policy requires you to report circumstances involving a Wrongful Act, which may reasonably give rise to a future claim. Continental Casualty Company will determine what Claims are covered under the policy.

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 a claim?

In event of a Claim you must report to Continental Casualty 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.
Click Here To Download Claim Form

By Email: SpecialtyProNewLoss@cna.com

By Mail:
CNA - Claims Reporting
PO Box 8317
Chicago, IL 60680-8317

Include the Following:

Claim Reporting Form

Copies of any correspondence regarding the claim or complaint

Arthur J Gallagher has a claims liason on staff to assist you with any claims or complains. Please contact Mark Morros after you have reported your claim or complaint to the carrier. Mark Morros
949-349-9833
Mark_Morros@AJG.com