Handling an Employment Claim

The following steps should be followed if an individual threatens to file an employment-related claim:

Call Your Attorney

The first step after learning of a possible claim is to contact legal counsel in your area. Local counsel can advise you on how to limit your exposure and respond to
the individual.

Contact Your Insurance Agent

You should always advise your agent any time you become aware of a potential claim. The agent can then forward the information to your insurance company so
that a coverage and liability determination can be made.

Review the Records

Review your records to ensure that they have been properly documented. Documents should be organized chronologically. This will also provide an opportunity to review the file for missing information.

Document the Situation

Prepare a timeline of events leading up to the accusation. Include names of supervisors, witnesses, and co-workers who may have information regarding the actions and accusations.