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Pacific Indemnity News

Pacific Indemnity News

May 21, 2018

Pacific Indemnity News items are emailed to our Partner Brokers on an ad-hoc basis and contain items relating to: Professional Indemnity coverage details Risk Management hints & tips Current issues...

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Update to Broker Portal Guides

Update to Broker Portal Guides

May 14, 2018

Attached are two new documents to assist navigating and getting the most out of our Partner Broker’s Portal for quoting and binding cover. 1.  Pacific Indemnity Broker Portal Quick Start Guide 2. Welcome...

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Financial Planners – Fraud Risk Management

Financial Planners – Fraud Risk Management

February 4, 2017

Case – In brief: A Financial Planner was requested by email (apparently from a client) to facilitate the withdrawal of funds from that clients’ investment account.  Unknown to the Financial...

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