Notes

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Outline

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2	When to contact RERM: Filing of a lawsuit –Small Claims or Superior Court.
3	Stages of threats: Stage 1 – Verbal threats.
4	Scope of benefits provided: Private Mediation services. - Stage 2 (5 hours)
5	Scope of benefits provided: Phone consultation with panel Attorney – Stage 1 (up to 30 minutes)
6	Scope of benefits provided: Commission Collection assistance – 2 letters per dispute (non-procuring cause only)
7	Scope of benefits provided: IRS Audit Defense – up to 10 hours of Attorney or CPA’s fees per audit.
8	Scope of benefits provided: Agent Owned Personal Residential Property – coverage up to Broker’s E&O deductible (up to $10,000) in legal fees and court costs.
9	What is not covered: Matters that pre-exist the enrollment date and retroactive date of the signed agreement.
10	What is not covered: Broker to Broker or Broker to Agent legal matters.
11	How to initiate service: Call the legal hotline – 800-937-6526
12	How to initiate service: You will be asked to keep your Broker informed of all threats, regulatory complaints and filed lawsuits before we initiate work on your file.
13	How to initiate service: No written dispute, threat of suit, or legal action that has occurred prior to the start date of the plan will be covered – that is considered as a pre-existing condition.