How to identify a drop
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Questions and Answers

What is the primary role of the department in client termination?

  • Cutting off communication with clients
  • Making clients happy with the termination decision
  • Ensuring a smooth and ethical transition (correct)
  • Maximizing legal fees

    • In the Weekly Drop Review, what does the department do after receiving reasons for the potential drop from the secondary or CH?

  • Reject the case immediately
  • Send a drop request without review
  • Review the case, develop a strategy, and document the review (correct)
  • Assign a new secondary

    • Which of the following conditions is NOT considered a potential indicator for a drop according to the formula?

  • Mild injuries
  • Comparative/Denied liability
  • Having UM/UIM coverage (correct)
  • Insufficient evidence to change liability status

    • Why is it essential to document all decisions and discussions regarding the drop?

    <p>To protect the firm</p> Signup and view all the answers

    What is the final step in the process if the department doesn't see potential in a case?

    <p>Instruct CH to proceed by sending a drop request</p> Signup and view all the answers

    What is the primary advice when informing the client about potential challenges?

    <p>Communicate challenges and avoid false promises</p> Signup and view all the answers

    .According to the provided formula, which situation may suggest a potential drop?

    <p>No information of an existing policy from the defendant</p> Signup and view all the answers

    After sending a drop request, the phase should be changed to "Closed/Dropping."

    <p>False</p> Signup and view all the answers

    If you believe the case should be dropped, you can send a drop request right away.

    <p>False</p> Signup and view all the answers

    What is a potential indicator for a drop based on the formula?

    <p>Client not wanting to proceed anymore</p> Signup and view all the answers

    What is the first step in identifying a drop?

    <p>Review the client's file</p> Signup and view all the answers

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