This form should be completed if you become aware of an incident which has occurred that may lead to a possible professional indemnity claim being made against your organisation.
Incidents may include, but not limited to:
- anything which has occurred or been done which could lead to a claim arising so that a decision can be made about whether to report the incident to the professional indemnity insurer: OR
- when an insurer declines or heavily reduces a client's claim.
These incidents can easily lead to a professional indemnity claim.
This form establishes a uniform system for recording and notifying such circumstances and also allows you to generate your Professional Indemnity Register.
For any question regarding clarification around the questions, or the intention of the question with this form, please contact the Gold Seal Team.
- Locate the form by clicking on 'Click for all Broker Forms' in your 'My Favourites' widget.
- Click on the 'Complete' button for the Professional Indemnity Form.
- Complete all the fields.
- Select the appropriate 'Status'.
- Draft - if you have started working on the form, however not completed it. The form will be saved and can be found in your 'To Do' widget on your Dashboard.
- Active - you have completed the form.
If you answer a question incorrectly and a form is generated in error, you can request to have this deleted.
Please contact your CCX360 Administrator providing them with the:
- Form Name e.g. Professional Indemnity Form
- Form ID number - see below for location of the ID number
- Reason for deletion - Generated in error.
Your Professional Indemnity register can be exported by clicking on the shortcut within your 'My Favourites' widget on your Dashboard which will take you to the Registers page.
Locate the Professional Indemnity Notification Form and click on the 'export' icon.
Please note there may be more than one option to choose from depending on the differed types of tailored exports configured.
In the Export Builder select the filters required including:
1. Status
Filter by the following Statuses:
- All - results will include forms that are draft, active and finalised.
- All Open - results will include forms that are draft and active ONLY
- Draft - results will include forms that are draft ONLY
- Active - results will include forms that are active ONLY
- Finalised - results will include forms that are finalised ONLY
2. Date From/To
Filter by a date range:
- Date From/To - this date is referencing the date the incident occurred.
- Created From/To - this date range refers to when the Professional Indemnity Notification Form was first entered into CCX360.
- Updated From/To - this date range refers to when the Professional Indemnity Notification Form was last updated.
3. Once you are happy with your search criteria, click on the 'CSV Export Using Template' button. You will receive a notification that the results will be emailed to you.
4. The report will be emailed to the address entered in the email address field. If you don't receive your report, please check your spam and junk folders.
