Author, Megan Lockhart, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

On Friday, August 18, 2023, Rancho Mesa hosted an informative workshop, Safeguard Your Company with Contractual Risk Transfer, at the Mission Valley Library, presented by Alan Coppola from Travelers Insurance. 

Attendees enjoyed fresh coffee and pastries as Coppola outlined how companies can use contractual risk transfer to protect themselves from liability claims in the construction industry.

He explained the importance of written contracts in contractor agreements and the risk exposures to beware of when signing them.

In his presentation, Coppola emphasized the importance of establishing a record retention policy and explained how contracts can be used as a tool to transfer risk. He concluded by advising clients to assess their company’s contractual risk process to ensure they are fully protected.

Rancho Mesa offers industry-specific workshops such as this to ensure clients have access to the information they need to protect their organizations.

Our next workshop is Fighting Fraud within the CA Workers’ Compensation System on Friday September 22, 2023. Register today.