Assessing Clients to Mitigate Risk
Professional liability claims are not always the result of design errors or construction issues. In many cases, project challenges stem from non-technical factors such as poor communication, unrealistic expectations, inexperienced project owners, and client relationships. These risks can emerge long before work begins and can increase the likelihood of disputes regardless of the quality of the engineering services provided.
A recent article authored by Rob McLeod, Senior Vice President of Professional and Financial Services at Axis Insurance, highlights the importance of evaluating prospective clients and project teams before committing resources. Assessing factors such as project experience, budget alignment, scheduling expectations, business reputation, and the makeup of the broader project team can help identify potential risks early. It also emphasizes the value of fair, well-structured contracts as a key safeguard in managing disputes and professional liability exposures.
Read the full article, “Assessing Clients to Mitigate Risk”, published by Canadian Consulting Engineer, here.
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Rob McLeod
Senior Vice President, Professional & Financial Services
I’m Rob McLeod, the Senior Vice President at Axis Insurance, where I joined in 2013. My career has been marked by a commitment to delivering exceptional risk management solutions to professionals within the financial services space, including architects, engineers, lending firms, realtors, and lawyers. I am a Chartered Insurance Professional and Canadian Accredited Insurance Broker.
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