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Resources

Our extensive resource library covers every risk management topic to help you understand, avoid, and successfully deal with every type of risk.

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Go‑, No‑Go Checklist

Professional Liability ▪ Professional Practice ▪ Tool

Client Profile Form & Information Checklist

Professional Liability ▪ Professional Practice ▪ Tool

Condo Project Evaluation Form

Professional Liability ▪ Professional Practice ▪ Tool

Post‑project Evaluation Form

Professional Liability ▪ Professional Practice ▪ Tool

Construction Contract Administration (CCA) Services Summary & Checklist

Professional Liability ▪ Professional Practice ▪ Tool

Project Documentation Checklist

Professional Practice ▪ Tool

Project Intake Checklist

Professional Practice ▪ Tool

Claims Defense from the Attorney’s Perspective

Firm Management ▪ Professional Liability ▪ Report

Claims Management by the Architect

Professional Liability ▪ Report

National Healthcare Reform Resources

Components ▪ Firm Management ▪ Life & Health

What to Do About Employee Benefits

Components ▪ Firm Management ▪ Report

Preventing Employee Lawsuits

Components ▪ Firm Management ▪ Report

Employee Onboarding Best Practices

Components ▪ Firm Management ▪ Article

Retirement calculator

Retirement & Financial Planning ▪ Tool

Ownership Transition: Developing Future Firm Leadership

Ownership Transition ▪ Retirement & Financial Planning ▪ Tool

Firm Valuation Service Providers

Firm Management ▪ Ownership Transition ▪ Retirement & Financial Planning ▪ Tool

Making the Transition to Running Your Own Firm

Firm Management ▪ Ownership Transition ▪ Small Firms ▪ Guide

Extended Reporting Periods: What Are They and Why Do You Need Them?

Ownership Transition ▪ Professional Liability ▪ Guide

Financial Planning Guide

Retirement & Financial Planning ▪ Guide

Term Life Insurance Solutions

Life & Health ▪ Retirement & Financial Planning ▪ Article ▪ Newsletter

An Architect’s Guide to Buying Cyber Liability Coverage

Cyber risk ▪ Firm Management ▪ Professional Liability ▪ Guide

Understanding Property Insurance

Professional Liability ▪ Risk report

Understanding Commercial General Liability

Professional Liability ▪ Report

Business Owners Insurance: FAQs

Firm Management ▪ Professional Liability ▪ Tool