POL-2024-002091
Professional Liability — Patricia Alvarez
Coverage Details
Policyholder
Patricia Alvarez
Email
p.alvarez@outlook.com
Policy Type
Professional Liability
Region
Southwest
Assigned Agent
Amina Hassan
Annual Premium
$8,200.00
Coverage Amount
$1,000,000.00
Effective Date
2024-02-01
Expiry Date
2025-02-01
Payment History
| Date | Amount | Method |
|---|---|---|
| 2024-02-01 | $2,050.00 | Credit Card |
| 2024-05-01 | $2,050.00 | Credit Card |
| 2024-08-01 | $2,050.00 | Credit Card |
| 2024-11-01 | $2,050.00 | Credit Card |
Claims
| Claim ID | Date | Amount | Status | Description |
|---|---|---|---|---|
| CLM-2024-0078 | 2024-08-22 | $15,000.00 | Under Review | Client alleges negligent financial advice resulting in portfolio losses |