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screening clients/cases

A term used in professional liability insurance indicating that given certain circumstances presenting above-average exposure to claims, professionals should carefully evaluate whether to accept a prospective case or client. For example, if a prospective patient has a history of suing other doctors or if several other lawyers have turned down a particular case, the respective doctor/lawyer in these scenarios should think twice about the efficacy of accepting the client/case.

Links for IRMI Online Subscribers Only: PLI XIV.C


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