Assistance With Legal Matters

Our attorneys are available to consult with insureds concerning legal matters, even if a formal claim has not been made. Such matters may include advice on HIPAA compliance, responding to complaints or requests by patients or family members, and other legal matters.

Records requests

Our claim representatives can assist our insureds in responding to subpoenas and other requests for the production of medical records or other documents. When appropriate, we will retain outside counsel as well to represent the insured’s interests.


When an insured client or any of its employees are subpoenaed or requested to give a deposition regarding medical care (even if a formal claim has not been presented), we will assign an attorney to represent and defend the individual at the deposition. Our claim representative may also attend the deposition.

Licensing boards

When a licensing board or other governmental agency requires an insured client or any of its employees to provide records, create a written summary, or appear in front of the board or agency, our claim representatives will assist throughout the process and will retain an attorney to represent the insured.