IRMI Update—Issue #71

An E-mail Newsletter for Risk and Insurance Professionals
ISSN: 1530-7948
August 26, 2003

In This Issue

Message from the Editor

Colleague,

Last week's computer virus activity really concerns me. Like most organizations, IRMI was bombarded by the new Welchia and Sobig.F viruses. The Welchia virus, like the Blaster viruses that preceded it, continuously attacked our network though our direct Internet connection. The Sobig.F virus sent us thousands of virus-laden e-mail messages. We received more than 1,500 on Tuesday alone. Fortunately our defense systems protected us from infection, but just dealing with the volume of activity consumes huge amounts of productivity.

What we must all realize is that we are facilitating these attacks. These viruses spread when people fail to use anti-virus software and/or to keep their systems updated with the latest security patches and virus definitions. When this happens, our own computers become infected and engage in attacks on other computers.

Education is one of the primary keys to solving this problem. As risk professionals, we must convince the managers of our companies (or our clients' companies) of the need to expend the resources necessary to keep their systems absolutely up to date and safe. That pet IT project must take a backseat to basic security. Additionally, businesses would benefit from helping their employees understand how to protect their home computers to prevent them from being used against us.

As we become more dependent on the Internet it is also becoming our Achilles' heel. No company is an island within the Internet, and we must all work together to minimize the risk.

On a more positive note, this is an exciting time of the year for us as we begin receiving registrations for the IRMI Construction Risk Conference. We are looking forward to seeing all our friends in Chicago and hope you will be among them. It has become the primary place for construction risk management, insurance, and surety professionals to meet each year, and I promise a great educational program. For more information or to sign up, go to this web page.

Thanks for subscribing to IRMI Update and for recommending it to your colleagues.

Have a great day.

Jack

Jack P. Gibson
President
IRMI

Risk Tip

Prepare for Another Hard Market Renewal—With another hard market renewal approaching for many, it is important to start preparing now. Following are a few hard market survival tips:

  • Clearly document your loss control program for underwriters. If you don't have one, get senior management commitment to put one in place.
  • Review your claims information to ensure it is correct and current. Describe steps taken to address any frequency/severity problems.
  • Prepare a high quality, thorough underwriting submission, including a great deal of detail to distinguish your account from others.
  • Begin the renewal process early—at lest 4 months prior to the anniversary date.
  • Meet with underwriters and review your risk management program, financial position, and business plans.
  • Review the financial position of your insurers.

Taken from the upcoming September 2003 IRMI Insurance Market Report in The Risk Report. See below and check out this Web page for more information.

Suggest a Risk Tip. Future issues of IRMI Update will include more risk tips from our readers. Send us a practical tip (less than 300 words) for identifying and managing risks, buying insurance, managing claims, or filling gaps in insurance coverages. We'll give you credit for your contribution.

New Expert Commentary

There are now 448 articles on IRMI.com, and many more are in production. Below you'll find summaries of some recent additions with links to the articles.

IRMI Construction Risk Conference

Insurer Insolvency: A Growing Concern—The Council of Insurance Agents & Brokers has released its second quarter data showing that the market is leveling and beginning to creep downward in some areas. However, insurer solvency continues to be an increasing concern to brokers. "Responding to Insurer Insolvency" is one of the sessions at the upcoming 23rd IRMI Construction Insurance Conference. Speakers Mark Christensen and Rick Shamis will show how to avoid liabilities arising from contractual obligations when your insurer becomes insolvent and offer insight into the unique impact insurer insolvency has on wrap-up programs, the role of the insured's broker in anticipating future coverage needs, and the likelihood of recovery from the insurer's estate via reinsurance or as an unsecured creditor.

IRMI Products & Services

How To Get Our Annual Insurance Market Report—Our annual analysis of the insurance market will be published in the September issue of The Risk Report. Sign up today, and you'll receive the market report around mid- to late September. Each monthly issue of The Risk Report tackles a single risk management issue or problem in sufficient detail (8–12 pages) to give you useful insights and solutions that you can put to work. Upcoming issues will deal with privacy, SARS and other catastrophes, dealing with contract requirements in a hard market, return-to-work programs, hospital self-insurance, and much more. Check out this Web page for more information.

Your View—EPLI: Necessary or Not?

In IRMI Update 70, Jack Gibson asked whether readers thought employment practices liability insurance (EPLI) was a necessary coverage for small to mid-sized employers. We received many responses, some of which are reprinted below.

  • We are a 235 million dollar company. While our agent and others have brought up the subject of EPLI coverage, management has opted for a mandatory arbitration policy. So far this has worked. However there is some concern that this conflicts with the concept of employment at will, since it is now a condition of employment, requiring the employee to sign an acknowledgement. I know there have been recent court rulings supporting arbitration over the alternative but am not sure if this is now accepted as the law of the land.

—John Lickert, Insurance Administrator, Frisch's Restaurants, Inc., Cincinnati

  • If you have a car you buy automobile insurance . . . if you have employees you buy EPLI coverage.

—Dori Shields, Executive Vice President, Casswood Insurance Agency Ltd, Clifton Park, NY

  • I read your comments on EPLI with interest. My firm has been buying EPLI coverage since 1999. Our proactive broker began suggesting it in 1998. For the relatively low cost of the premium, I feel mid-size companies are foolish not to carry the coverage. Employees today are too eager to shout a battle cry over what used to be deemed "normal" employment actions, such as terminations for performance. With the increasing litigiousness of employees and the corresponding decrease in our society's belief that we should be accountable for our actions, companies can find themselves in the expensive position of having to defend themselves for decisions that used to be considered the normal course of business. When that happens, it doesn't matter if the claim proves frivolous or not—the company still has to pay for defense coverage.

On the flip side, I feel there is potentially more exposure to an employment practices claim in small to mid-size companies because, too often, the people handling terminations, promotions, training, etc. are not properly trained in the legal aspects of their actions and, more importantly, in the documentation of those actions. This lack of awareness can inadvertently expose the company to legal action, even if their original intent was legitimate.

—Laurie Germano, PHR, Human Resource Manager, KBS, Richmond, VA

  • I feel this coverage is imperative for many small and medium sized companies as many don't have a human resource manager or department to control the risk. An option for small and medium sized companies is to join a PEO (Professional Employee Organization). The PEO assumes the human resource responsibilities and generally provides up to $1 million EPLI coverage. Naturally, there is a charge for the PEO participation, however, it can be considerable savings for small to medium-sized companies.

—Bill Horner, SCLA, VP Risk Management Services/Broker, Bowen, Miclette & Britt, Inc., Houston

  • I worked with a very prominent regional property and casualty company for 9 years—in the first 3 of those 9 years, the company introduced EPLI and we had minimal sales. The application process was tedious and the pricing was out of the range of affordable for most small to mid size commercial size accounts. The company seemed to clearly understand the challenges of providing a new product to a market that had little or no experience with employment practice issues.

Today, I work with a not for profit that serves churches—two denominations—and we provide EPLI with our D&O on every church, no exceptions. The coverage is not an endorsement, it is a fundamental coverage part. That tells you how important we see the coverage. Dr. Richard Hammar of Church Law and Tax Report speaks to the issues of EPLI—the fastest emerging case law against churches today, not sexual abuse!

With this said, we don't see EPLI offered to churches by most competitors—if it is offered, the application process is tedious and the form is limited.

In today's litigious environment, I think EPLI should be a fundamental coverage. The key is to educate the consumer so that they can practice proactive risk management to avoid the allegations of workplace harassment, etc. Our focus is education backed by the right coverage.

—Kristin Woods, CIC AAI CPIA CSE, Executive Vice President, The Insurance Board, Gaithersburg, MD

  • With regard to EPLI insurance for small firms, the availability of the product at a competitive price is well worth it for smaller firms can still face the same type of lawsuits as larger firms for hell hath no fury like a disgruntled, harassed employee. Some companies are providing $5,000/$5,000 of EPLI coverage automatically under their BOP products. And also giving clients options for increasing limits up to $1 million.

One of the issues that we see with smaller firms is that most of them are not as well organized as larger firms in terms of handling harassment complaints. When you have the owner, who is also the human resources department, sales manager, MIS department etc., you find that a harassment issue can go un-addressed and later turn up as a full blown claim.

The underwriting of EPLI for smaller firms is much lighter than your typical stand-alone EPLI product say from the Chubb's or AIG's of the world. As a consequence, the coverages are more restrictive. Nevertheless, some coverage is better than no coverage.

—Scott T. Harrigan, CIC, Commercial Lines Marketing Representative, NIA Group LLC Freehold, NJ

  • I am a broker who handles accounts between $50,000–$500,000 in premium. I focus on construction and manufacturing. My employers have between 15–20 employees. Of my 60 or so accounts, under 5 have EPLI coverage. Believe me I offer it to all of my clients, because I know that they need it!! Realistically the percentage of employers purchasing the coverage is small. I think 40–60 percent of my clients should buy it.

—David Viola, CIC, Huckleberry, Sibley & Harvey, Insurance & Bonds, Inc., Maitland, FL

  • I have mixed emotions about the purchase of EPLI. When the coverage was first introduced, I felt it was not being priced or marketed correctly which was exactly the reason that only large corporations (which had much exposure) were purchasing it. Basically, underwriters forgot the law of large numbers for this coverage and were allowing themselves to be selected against (i.e., only those folks that felt they had large exposures would purchase). The managers of small to mid-size companies would not purchase the product as the price versus exposure was not a good purchase for them. They also felt they could do a better job of controlling issues that create EPLI type claims. The EPLI product is still being treated like D&O by most underwriters and thus the purchasing public. Until we can get the cost down per unit by spreading the risk, the product will not be widely purchased and to blame the agent force when not sold is ludicrous.

All you have to do is look at the way the broad form CGL endorsement was initially sold. In my old life as a national accounts branch office underwriting manager, I remember phone conversations with other company underwriters who would call and say, "Are you guys crazy?" because as a company, we made the decision to add the coverage to all policies. We felt that we could use the dollars that people who had little exposure to help pay for those that did. One of the big issues was the "contractual coverage" provided in the endorsement. I would always overcome these underwriters by asking them if they wrote contractual on a "stand-alone" basis (which I knew they all did) and say if your agent asked you on a specific account to add the coverage, would you? Almost always the answer was yes and I would respond by saying, "See, you are being selected against."

Until underwriters learn that insurance is a socialistic product in a capitalistic society, and that we should always spread risk between those that have a lot of exposure with those that have less exposures, we will always have this same scenario.

—Jim Sammons, CIC, Vice President, Guaranty Insurance Services, Inc., Austin, TX

  • I've defended one case brought against a broker by a client premised on the theory that despite the client projecting an image as a very moral firm, the broker should have insisted the client buy EPLI insurance to protect it against its pervasive sexual harassment problems. The E&O exposure for brokers isn't theoretical it is real.

—Bart Wulff, Partner, Jackson Walker L.L.P., Dallas

  • Unless you hire only white males under age 40 exclusively, everyone else is part of some protected group which enhances their ability to sue an employer for big bucks. I don't know how an employer could actually hire white males under age 40 exclusively anyway, because someone could sue for NOT being hired, alleging they were discriminated against BECAUSE the "employer" obviously hires only white males under age 40 . . . so go figure!

—Thomas W. Davis, CIC, President, Davis American, Ltd., Oakbrook, IL

  • Several years ago, before EPLI was widely available, I successfully obtained a new account because of two recommendations. One was to purchase EPLI and the other was to file an EPLI claim with their employers' liability carrier. At the time, the insured, a family-owned printing business, had its GL and WC with the same carrier. They had an EPLI claim for sexual harassment arise out one of the son's liaison's with a female coworker, who, when terminated, filed a sexual harassment lawsuit. The claim was denied under the GL policy, and the insured incurred over $70,000 in legal expenses defending the son.

I was asked to review the policies, concurred with the GL carrier's denial, and then recommended they file another claim for coverage under the employers liability Coverage B of their workers compensation policy. Within 2 weeks of filing the claim, the insurance company settled the case, picked up 100 percent of the insured's defense expenses, and I got a new client. You see, at that time there was no exclusion under the Employers Liability coverage for employment practices liability. Unfortunately, within 6 months of the settlement, employment practices exclusion became a standard part of the employers liability coverage part.

Since that time, I have made it a practice to always recommend EPLI, especially to closely held, privately owned businesses, citing this case as a principal reason. Many privately held and family-owned businesses fail to see that they too are just as vulnerable to employment practices lawsuits as larger public businesses. In many cases, these businesses have a greater vulnerability because they lack formalized human resources policies and procedures. The process of acquiring EPLI puts the business through an assessment of their human resources practices, guides them to establishing better policies, procedures, and documentation that can later help their defense. I often share with my clients and prospects some of the employment practices handbooks or guidelines some of the underwriters have published to help manage this risk.

The general availability and range of offerings for EPLI today, even at the current minimum premiums, makes this a coverage that every agent should recommend, quote, and get their customers to sign off on should they decline.

—Michael J. Glapion, ARM, Sales & Risk Management, Gillis, Ellis & Baker, Inc., New Orleans

  • Like so much insurance coverage, the less you can afford the premium, the more you need the coverage. A large firm has the sophistication, the procedures, the cash flow, and the raw numbers to make self insurance of EPL a viable alternative. Small firms lack all of these. Often they lack even a dedicated HR person, much less a department or staff, to manage this exposure. In most such firms, the owner or manager may have taken a class and may have made a token effort to addressing this exposure. This is at best a largely unmanaged exposure for a firm with no resources to respond. Do they need the insurance? – yes. Will they buy it? – hardly ever.

—Jim Chambers, CPCU, ARM, Producer, Redmond General Insurance Agency, Redmond, WA

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