Due Diligence and Ongoing Monitoring

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Insurance coverage

  • 1.  Insurance coverage

    This message was posted by a user wishing to remain anonymous
    Posted 10-21-2020 08:11 AM
    This message was posted by a user wishing to remain anonymous

    Good Afternoon,

    Looking for guidance on Insurance coverages for vendors.  Currently, I am just reviewing that they have coverage and it's not expired.  Is there a reference guide that pertains to vendor types, coverages and amounts?

    How is everyone else handling this type of due diligence?

    Thank you!


  • 2.  RE: Insurance coverage

    Posted 10-21-2020 08:58 AM
    Edited by Brittany Padgett 10-22-2020 07:58 AM
    I have done an extensive review of this and would be willing to have a conversation if you'd like to.

    Matt Jacobs
    *Email Removed for Privacy*


  • 3.  RE: Insurance coverage

    Posted 10-22-2020 08:51 AM
    This is an area we are also working on laying out.  We are attempting to define minimum insurance requirements by engagement type, with the knowledge each engagement will need to be reviewed on its own and minimums adjusted up if required. Matt, I would be interested in also finding out what you have discovered.

    Thank you,
    Jeff Bater


  • 4.  RE: Insurance coverage

    Posted 10-23-2020 10:29 AM
    Hi Matt,

    I would be interested in learning more about your extensive review.


  • 5.  RE: Insurance coverage

    Posted 10-23-2020 10:31 AM
    Hi Matt, I know everyone is asking for ya! But i'd like to know more as well!