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Claims Administration

The Risk Manager You Need

The professional liability claims process at CPA Mutual is unique to the insurance industry. When a claim is filed against a member firm, the Claims Team works with the member and hand-selected local defense counsel to assess potential liability and damages, ultimately achieving an appropriate resolution of the claim. They also assist in providing risk management assistance and pre-claim counseling. We try to stop a potential claim before it's filed thereby limiting your exposure. Our member firms can call the Claims Team with questions or concerns about issues before they become claims or even potential claims.

Meet our Claims Team here.

Claims service is a fundamental component of our mission to provide a quality and long lasting solution to the professional liability insurance needs of our members. As part of the first national mutual insurance company owned and managed by CPAs, claims administration has unique insight into member needs. Each claim is an opportunity to demonstrate our dedication to personal service and the prompt, open and ethical handling of member claims.

We are deeply committed to honoring member obligations and believe that each claim must be evaluated and handled in accordance with the unique facts, circumstances, legal considerations and member needs presented. Our individualized approach to claims management not only helps to ensure the highest standards of personal service, but also fosters case outcomes which appropriately balance the individual and collective interests of member firms.

Our Claims Team members are listed below. Go to the Claims Staff page to learn more about them.
Wes Marston, J.D., LL.M., Vice President – Claims