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Glossary

Incident / circumstance reporting

Notifying your carrier of events that could become claims before any demand arrives. Reporting a circumstance locks coverage to the current policy…

What is incident / circumstance reporting?

Notifying your carrier of events that could become claims before any demand arrives. Reporting a circumstance locks coverage to the current policy even if the formal claim comes years later — a claims-made survival skill.

Why it matters

Reporting a circumstance that might become a claim locks coverage to today’s policy — even if the actual claim arrives years later. When something feels off with a client, report it. Late reporting is one of the most common reasons otherwise-covered claims get denied.

Related terms

Get covered before your next client meeting.