A Checklist For Plaintiffs and Defendants:

Useful Tips For Getting Started.
To help streamline the application process for a Contract Litigation Insurance (CLI) policy, we’ve put together a list of recommended first steps, as well as some important documentation that we require to process an application.

• Verify with an attorney that there is a provision in the contract that requires the losing party in the litigation to reimburse the prevailing party for their attorneys’ fees and costs.
• Determine the amount of coverage that will be required. To this end, we recommend that you speak with your attorney to advise you on the amount of coverage you may need.
• Speak with a Litigation Insurance Specialist to review our program obtain a CLI policy application which can be submitted electronically or by mail.
• Gather the following materials, which are required by Sonoma Risk when submitting a policy application for approval:
  
  • A "filed stamped copy" of the complaint (a stamp that is placed on a complaint when it is filed at a courthouse) displaying the date upon which the complaint was filed
  • A copy of the underlying contract
  • A copy of the certificate of service of the complaint (defendants Only)