Define the service, deliverable, and client
Identify each professional service, customer type, fee source, deliverable, and credential involved. Explain whether the business designs, recommends, certifies, manages, tests, interprets, or advises.
Show how work is accepted and checked
Describe contracts, scope controls, peer review, quality assurance, documentation, client approval, complaint handling, and use of subcontractors. Explain any work for higher-consequence customers or projects.
Professional liability questions to resolve
- What advice, service, report, or deliverable does the client rely on?
- Which credentials, review procedures, and contract terms apply to that work?
- Have clients alleged missed deadlines, errors, incomplete work, or financial loss?
What CARMA wants the submission to explain
These details help the team understand the account and identify the next useful question. They do not establish eligibility or available terms.
- Describe the advice, design, testing, consulting, or other professional service customers rely on.
- Explain contracts, scope controls, qualifications, documentation, client approval, and use of subcontractors.
- Identify prior errors, complaints, disputes, claims, and work involving higher-consequence decisions.
Records for a professional liability review
- Service and customer descriptions with revenue by service
- Sample contracts, scopes, credentials, review procedures, and subcontractor details
- Complaint, claim, and loss history plus current professional liability coverage
Can CARMA consider this account?
CARMA confirms program fit, licensing, state availability, coverage options, and market interest for each account. This guide does not promise eligibility, terms, pricing, or placement.