2nd Source - C111 Chapter 3 Advanced Loss Adjusting




Chapter 3 – Products & Professional Liability Claims





I.  Products Liability Claims
-        Manufacturers of goods, wholesalers, jobbers, repairers, installers and retailers can be held liable for injuries and damages caused by the products they manufacture, fix, or sell
-        Decisions on liability and settlement amounts must be based on prevailing judicial trends

How Claims are Made
-        There are two (2) ways that claims are made for product liability:
                        I.          Arise out of breach of contract, OR
                     II.          Tort; through wrongful action of the retailer, wholesaler, manufacturer, or other party in the stream of distribution
-        Each of the above has its own set of rules
-        When many individuals have experienced a common type of loss, then through a common lawyer or law firm, the claimants can present a class action law suit

Products Liability under Contract
-        The warranty which is implied when a seller sells a good is that the item sold is suitable for the purpose for which it is purchased.  Example - A hammer is used to drive nails into wood, and when a customer purchases this tool from the hardware store, the buyer assumes it is strong enough for the force needed to complete the task it is purchased for.  The hardware store selling it implies that it will serve its intended purpose and not cause malfunction in the course of using the hammer.
-        Privity of contract is established between the buyer and the seller; giving them both the power to enforce the contract's obligations
-        The actions demonstrated by the seller, when selling the product, warrant that the product is reasonably fit for its purpose
-        Provincial legislation governs the sale of goods and affirms that products sold must be warranted in order to be fit for their intended use and merchantable quality
-        The provisions which might limit liability for warranty of fitness are:
·           The conditions under which the product was sold
·           Did the seller describe the product to the customer?
·           Did the customer tell the seller why s/he is buying the product? (implied or directly)
·           Did the customer rely on the seller for guidance in selecting and purchasing the product?
·           The decision to buy the product indicates that the buyer may have relied on the seller's judgement
-        The goods sold must be in the seller's scope of business; even if it is the seller's first time selling the goods
-        Privity of contract gives power to the buyer to take action against the party selling a defective product based on the breach of this warranty without proof of negligence;  if someone else was injured (other than the original buyer) by the same defective product, this person can NOT sue the seller for breach of warranty because no contract existed; privity of contract did NOT exist
-        Advertising and marketing material contain implied warranties
-        A contract that exists between the purchaser and the retailer, also exists between the retailer and the wholesaler and the manufacturer.  Any intermediary handling the product may have damaged it during preparation for sale.  The loss adjuster should investigate anyone in the chain of preparation that might have contributed to the injury
-        The relationship between purchaser, retailer, wholesaler and manufacturer may be changed by special circumstances.  The bill of sale may contain special provisions or express warranties
-        Express Warranty - contractual obligation set forth in the contract to take action if a certain situation arises;  example - A TV purchased from a local electronics store has an express warranty, that if something goes wrong with the TV, then the electronics store will arrange its repair or replacement.  The contract also states that the electronics store is not responsible for any injuries or economic loss that stem from the malfunction of the TV.
-        Even if the express warranty has a provision that dismisses a fundamental term of the contract, it will probably not stand up in court
-        In Quebec, under the Civil Code:
"Article 1726 - The seller is bound to warrant the buyer that the property and its accessories are, at the time of the sale, free of latent defects which render it unfit for the use for which it was intended…"
-        The seller, however, is NOT bound to warrant against any latent defect known to the buyer or any apparent defect
-        Apparent Defect­­ - defect that can be perceived by a prudent and diligent buyer without the help of an expert
-        "Article 1730 - The manufacturer, distributer…, supplier…., wholesaler…, and/or importer are also bound to warrant the buyer in the same manner as the seller"

Products Liability in Tort
-        A manufacturer owes a duty to any TP who might reasonably be affected by the product even though no contract is made between them;  privity of contract is NOT enforceable in this circumstance
-        Example - Donoghue v. Stevenson; A person bought a bottle of ginger beer for friend.  The friend drank the beer and found a decomposed snail in the bottle.  The friend suffered injuries as a result.  The friend sued the manufacturer, even though there was no contract between them.  The court agreed that manufacturer was liable for the defendant's injuries as it was responsible for any potential consumer to ingest the product assuming it was safe to do so.
-        A claimant must demonstrate that the manufacturer negligently created the goods, then there must have been:
·         Flaws in the design of the product
·         Flaws caused in product during manufacturing process
·         Product had a tendency to cause injury
·         Warning labels that were inadequate or improper



-        The questions a loss adjuster could ask when examining a claim of negligence in the design/manufacture of a product are:
·         Was the product defective or was the design flawed?
·         Did the defect or design flaw cause the injury?
·         Was the manufacturer negligent in causing the defect?
·         Was the designer of the product negligent?
·         Did the manufacturer fail to exercise reasonable care?
-        The required standard of care for the sale of products are:
·         Terms of the sales transaction
·         Nature of the goods
·         Opportunity for intermediate inspection may influence the standard of care
-        The standard is less stringent if the manufacturer knows the product is only used by a large commercial operation familiar with its product's characteristics
-        Products available to general public must be safe for those who are not familiar with the potentially dangerous effects
-        Standard of care is even higher for children that it is towards the general public
-        When the design of the product is the issue, the adjuster should investigate the answers to the following questions:
·         How useful is the product to the individual or to the public?
·         How likely is it to cause harm?
·         Did the manufacturer employ an engineer to assess the product's safety when it was being designed?
·         Is a safer design available?
·         Is a safer product already being manufactured?
·         Are competitive products similar or better in quality?
·         Are competitive products distributed with instructions and warnings that are similar?
·         How easy would it have been to design the product differently?
·         How easily could the consumer have avoided being injured?
·         Was the consumer aware of the potential dangers?
-        Breach of statute is not a cause for an action  by an injured consumer, but it may provide evidence of negligence
-        The manufacturer can't plead that it complied with a statute as a defence to a claim, but the loss adjuster can use the statute as a useful guide to the standard of care
-        If a manufacturer produces an inherently dangerous product, and ignores a reasonable method to make the product safe for consumers, the manufacturer may be judged as NOT having exercised reasonable care.  Example - A vehicle is an inherently dangerous product and if it is not equipped with functioning seat belts, and the manufacturer knew of this, then any resulting injuries for occupants in that vehicle may result in a tort action against the manufacturer.  The court would deem the manufacturer as not using reasonable care to protect the consumers of its vehicle.



Warning and Labels
-        Manufacturers have a duty to warn consumers about products that could pose a danger to them and products that are defective
-        The duty of care a manufacturer has are:
·         Providing adequate instructions about how to use the product
·         Provide specific instructions on how to deal with an accidental injury should it occur
-        If the defect is discovered after a product is released into the market, then consumers must be alert to the problem in an appropriate way
-        Consumer Product Safety division of Health Canada establishes and enforces safety standards for consumer products
-        Hazardous Product Act has regulations set up for products that are likely to be a danger to the health and safety of the public
-        For certain products there may be more than one federal act that applies;  example - cosmetics are subject to the Food and Drug act regarding their composition, safety, labelling, and advertising and are also subject to Consumer Packaging and Labelling Act imposing bilingual labelling and keeping strict control over deceptive packaging
-        The reasons a loss adjuster needs to inspect packaging and materials as part of the investigation of a products liability claim are:
·         Foreseeable risks associated with the use of the product was made known to the consumer
·         Analyze the information provided
·         Packaging and labelling criteria must meet legislated standards
·         Useful to compare similar products of other manufacturers to compare labelling and packaging
·         Lambert v. Lastoplex Chemicals Co - claimant was seriously injured when he used a product to seal his floor.  The pilot light in his furnace ignited the fumes from the product resulting in injury and property damage.  The warning labels were to general and only advised of the product to be kept away from open flames.  Another manufacturer of a similar product was much more specific advising consumers to turn off pilot light in the furnace.  Manufacturer was held liable for the injuries and property damage due to insufficient warning on its labelling
-        It is often difficult for injured parties to prove that the product was defective, but to prove that the warning was inadequate is less complicated
-        For warnings to be adequate they must meet the following requirements:
·         Enough information provided to allow consumer to make an informed decision
·         The information provided allows the consumer to accept the risk when using the product
-        If the manufacturer has properly discharged its duty, it can rely on the defense of volenti non-fit injuria
-        The loss adjuster must investigate the claim of inadequate warnings/labels by:
·         Seeing if the warning was to general
·         If other similar products have more specific warnings/labelling addressing the loss occurrence
·         Seeing if the misuse/abuse/improper use of the product was addressed and possible consequences of this type of behaviour
·         If the injury suffered by the claimant was due to inadequate or missing warnings/labelling
-        If no link between warning and injury then the claim will be without merit and possibly unsuccessful
-        Obvious danger; no duty required; example - consumer who buys a knife to cut things expects the knife to be sharp.  The manufacturer doesn't need to warn consumer that the knife may cause cuts

Dangerous Products
-        The inherent danger of a product affects the standard of care owed to the consumer by increasing this duty - i.e. a higher standard of care is needed
-        The chance of a consumer to be seriously injured is greater with a product that is inherently dangerous like fireworks, gas furnaces, guns or dangerous chemicals.  As such, the manufacturer's responsibility for taking precautions and providing warnings also increases
-        The burden of proof shifts to the manufacturer to prove that they were not negligent

Quebec and Products Liability in Extracontractual Matters
-        Extracontractual liability can be assessed against the manufacturer, distributor, wholesaler, or retailer
-        "Article 1468 - The manufacturer of a moveable property is liable for injury caused to a TP due to safety defect in the thing, even if it is incorporated with or placed in an immovable for the service or operation of the immovable"
-        Same rules applies to a person who distributes the thing, whether a wholesaler or a retailer and whether or not he imported the thing
-        Inappropriate or insufficient labelling and warnings are address in "Article 1469 - A thing has a safety defect where....it does not afford the safety which a person is normally entitle to expect, particularly by reason of a defect in the design or manufacture of the thing, poor preservation or presentation of the thing or the lack of sufficient indications as to the risks and dangers it involves or as to safety precautions."

Products Claims Investigation
-        The following are the steps that a loss adjuster should undertake when investigating a products liability claim:
       I.            Assessing Coverage
-        Covered under CGL policy
-        The policy may have claims-made basis or occurrence basis coverage
-        Coverage will only apply for BI and/or PD when the loss qualifies as an occurrence or accident arising out of the product or the work performed; the occurrence or accident must have happened away from the insured's premises, after control of the product has be transferred over to the new owner or the work has been completed
-        Coverage applies when liability is imposed on the insured by law
-        Coverage applies for loss of use of tangible property, even if no physical injury has taken place
-        Excludes the replacing or removing of the defective work/product
-        Exclusions usual to a CGL policy for product's liability will be those products in the care, custody and control of the insured
-        Excludes pure economic loss; professional liability policy are designed to cover pure economic loss claims; example - An accountant produced a report advising that a company was sound financially.  The accountant had overlooked a recent construction project and as such overvalued the company's financial standings.  Investors, based on the accountant's report, financed the company for an ambitious expansion into new markets.  Due to the overlooked construction project, the company suffered financial hardship and the investors lost their money.  The CGL policy will not respond to such a loss, but the accountant's professional liability policy did respond to the claims of the investors
-        Excludes the cost of recalling a product;  example - Several people had suffered injuries after eating canned food.  To prevent more incidents, the manufacturer issued warnings and arrange for the removal of the canned foods that remain in the market for purchase and consumption.  The insured claimed for the expense of the recall.  The policy entertained the injury claims presented by the consumers who suffered injury, but denied the insured's claim for cost of recall as this was a part of doing business to mitigate the injury to others.

    II.            Gathering Information and Application of the Law
-        Information gathered must show if the claim is due to be either breach of contract or of negligence
-        The investigation should also show what is the relationship of the claimant and the insured, to expose any collusion, or verify the relationship was commercially based
-        Expert should be hired to examine any claim that alleges defect of product causing injury
-        The loss adjuster should gather all docs like, manuals, warnings, instructions, and product material and review them thoroughly
-        A tour of the insured's operation with an employee who knows about the claim and the relevant manufacturing details will be beneficial to the investigation
-        Experts like a plant chemist having knowledge about allergies, chemical changes, or skin irritations would need to be interviewed for these type of claims
-        The loss adjuster should know about any hazards associated with the product and also be aware of misunderstood characteristics that could allege one thing but be something that is normal; example - Canned salmon has salt crystals used to preserve the meat, but a claim was presented that glass was found in the product.  Experts assured the "glass" was really a large chunk of salt crystal that resembled glass.
-        The adjuster should review recent precedents and case law to determine what is the likely award for injuries suffered by the claimant;  the loss adjuster based on these case laws should suggest a reserve to accurately reflect the probable payout of the claim




 III.            Are Others Responsible for the Defect
-        The loss adjuster should know the chain off handling, like wholesalers and distributors to note how the product left the manufacturer, in what condition it was received, and in what condition did the product leave
-        If any negligence is found and attributed to any of the entities in the chain of handling, the subrogation or cross claim action should be taken under joint and several liability
-        The loss adjuster should investigate if any of the parties in the chain of handling the goods or even the final consumer should have noticed and corrected the obvious defect, then liability may be limited
-        The loss adjuster should investigate if any tampering of the product alleged to have cause the injury had taken place; the adjuster should isolate where the tampering occurred and take the appropriate action to defend the insured
-        Learned Intermediary Rule; principle of intermediate examination and intervening cause;  example - consumer relies on pharmacist to be skilled in dispensing drugs to patients.  It is not the consumer to understand the technical application associated with the product, this should be left to the pharmacist
-         If the manufacturer does not apprise the learned intermediary of the risk associated with the product, then the learned intermediary cannot properly make judgements about the use of the product or inform the consumer about the potential risk.  However, the professional is expected to have knowledge that any similar professional, in the same field would have, and if the majority of professionals understood the product to have potential risk, then the learned intermediary rule would apply.
Example - A surgeon is to perform a procedure on a patient, whereby, they use an instrument to treat the patient of a physical ailment.  The product is made of latex, and the surgeon is NOT made aware by the manufacturer that persons suffering from latex allergy may suffer injuries if this product is used.  The surgeon reviews the patient's profile and in the report it clearly advises that the patient suffers from a latex allergy.  The surgeon picks up on this and confirms with the manufacturer that the instrument is made of latex.  The surgeon advises the patient the potential risks associated with the instrument, due to the latex allergy, and decides the risk is to great and treats the patient with medication instead.
-        The learned intermediary might need less information than the general public would about a product and must take the appropriate action to mitigate any potential harm to his/her clients
-        There is the possibility that even if the product is used, that the accident was caused by the negligent installation and not necessarily because a product was defective

Loss Mitigation
-        The claimant is required to do all that is possible to mitigate their injury
-        The claimant must undertake reasonable treatment that would improve his/her condition
-        Deductions would be made to the settlement amount by the courts if the claimant refused to undergo treatment that would have helped him/her to improve their condition

Contributory Negligence
-        If the consumer knows of the defect in the product yet continues to use it or does not take reasonable care in using it, s/he may have contributed to the cause of the injury
-        Example - Tom didn't read the instruction manual when installing a ceiling fan and had no knowledge of electrical work.  While installing the ceiling fan Tom was electrocuted which resulted in his death.  His surviving wife had to settle for a reduced settlement amount because of Tom's contributory negligence.

Abnormal Use
-        If a product is used in a way that was not intended for its purpose, then the claimant could be help partially or fully liable for the resulting injury or damage
-        Example - "Yachetti v. John Duff & Sons Ltd." - The claimant decided to eat pork in a raw state.  The pork was distributed by the defendant.  The court ruled that pork is to be cooked properly before being eaten and the claimant abnormally used the product which resulted in the claimant to suffer trichinosis.  Hence, the court awarded no damages to the plaintiff.

Sensitivity of User
-        One person's allergic reaction doesn't make the product defective
-        If the product benefits the majority of its consumers, like a prescription drug, then the benefits will be weighed against the minor allergic reaction of a small minority
-        The injury is more serious and many people are affected, then the manufacturer may have a duty of care to warn the consumer of potential allergic reaction

Volenti Non-Fit Injuria - Voluntary Assumption of Risk
-        No liability when a person knows of a defect and uses the product anyways
-        It is as though the person waived their right and are no longer protected by the law
-        If enough warning is provided about the product and the associated risk, a person who uses the product anyways assumes the risk and has no protection from the law
-        Example - Kevin has a sever peanut allergy.  Kevin buys some peanut butter and consumes it.  Kevin suffers from anaphylactic shock and dies.  His widow is denied any damages as it was shown that Kevin knew of the potential risk associated with the consumption of the product and still used it.  It was later discovered Kevin was upset with his wife and committed suicide using the peanut butter.

Obvious Danger
-        When an obvious danger exists the manufacturer does not have a duty to warn the consumer
-        Example - Exterminex Co. manufacturers rat poison.  The product didn't have warning labels advising that after a rat consumes the poison it will die and may cause a foul odour due to decomposition.  John uses the product and the rat he meant to kill actually dies in the wall of his living room.  The decomposing carcass causes a foul odour.  John sues Exeterminex for the cost to extract the carcass from the wall and de-odorize the house.  The court ruled that Exterminex didn't have a duty to warn that a carcass will cause foul odour and denied the plaintiff's claim.

Strict Liability
-        The circumstances where strict liability applies for products liability are:
·         Damages suffered when products like dangerous goods (eg. guns, fireworks, food, drink, and medicines) are used
·         Res Ipsa Loquitar - circumstantial evidence shows the manufacturer was negligent
Example - The consumer buys a new wrench and the first time he uses it, the wrench breaks causing him injury.  Based on the evidence the wrench broke due to a defect, and the manufacturer of the wrench had to prove that it was not negligent in the production of the wrench.
-        Traditionally the plaintiff must prove the defendant was negligent, but under the strict liability the onus is reversed, where the defendant must prove s/he/it was not negligent causing injury to the plaintiff.

Defences Against Products Liability Claims in Quebec
-        Article 1473 in the Civil Code provides that manufacturer has three (3) defenses if the claimant succeeds in proving a safety defect in the product:
                     I.            The state of the knowledge regarding the product in existence at the time; Example - the manufacturer was unaware of the potential risk associated with the product
                  II.            The fact that a claimant could have known about the defect and should have known its risks;  Example - the claimant knew the wrench was not designed to install plumbing equipment, but used it anyways.  The wrench didn't fasten the plumbing fixture properly and water, suddenly and accidentally, escaped the fixture causing damage to the surrounding area.
               III.            The fact that the manufacturer made available all the proper information about the shortcomings of the product;  Example - the manufacturer had a warning label, which was clear on the ladder, that the maximum weight it could hold was 200 lbs.  John weighed about 275 lbs and decided to ascend the ladder to clean his gutters.  The ladder failed and John suffered injuries as a result.  The court advised that John was aware of his overweight and the limits of the ladder and therefore the manufacturer was not liable.




II.  Professional Liability Claims
-        The legal principles which affect the finding of liability against professionals are:
·         Law of contract; responsibility rested with professional to perform duties owed to his/her client within the terms of the contract between these parties
·         Hedley Bryne & Co. v. Heller & Partners Ltd - expanded liability to allow legal action based on negligence.  A person who has a special skill has a duty of care towards those who depend on this person for this skill.  This type of liability will exist even if there is no contract in place between the parties
-        The standard of care is higher for professionals because they represent themselves as having superior knowledge and skill.  As such, they have an increased level of responsibility when practicing in their field.  Professionals will be tested against others in his/her field claiming to have this superior knowledge.
Example - A surgeon will be tested against other surgeons of the same calibre.  A surgeon will not be tested against a general practitioner since they have very different roles when practicing medicine.
-        Each professional organization sets a standard of conduct for its members, which can be used as a guide by the adjuster
-        The degree of skill which the law expects from a professional is to perform to the same level as others with similar training & practicing in the same or comparable community
-        The professional is NOT required to possess the highest degree of skill that can be achieved; only accreditation that supports this person having superior knowledge against those who have not been trained in the same manner;  specialists do NOT have to achieve perfection
-        The professional will not be held liable for an error in judgment.  The test of liability will be whether the defendant failed to do what a competent practitioner would customarily do given the same circumstances.

Professional Liability Policies
-        The insurer agrees to indemnify the insured for any sums that the insured becomes legally obligated to pay as compensatory damages because of BI or PD caused by an accident
-        Professional liability claims that arise from rendering or failing to render services, often relate to purely economic loss rather than to PD
-        Errors & omissions insurance or professional liability insurance generally provides for claims of economic loss that arise from negligently rendering or failing to render services
-        Policies unique to the profession are often provided through the association or society that regulates the profession and to which the professional must belong in order to practice
-        The professional will also obtain a CGL policy which provides premises and operations coverage
-        There may be cases where two (2) policies (i.e. CGL policy and professional liability policy) might contribute to:
                          I.            Defence costs
                       II.            Indemnity payments
-        The failure of the insured to report a claim may jeopardize any coverage under the policy, if such failure results in the insurer to become prejudiced; the insured has a duty to report the claim promptly to the insurer

Basis for Handling Professional Liability Claims
-        Professional liability claims are handled by specialist adjusters; the adjuster should have many years of experience in general claims adjusting and be familiar with the procedures and practices of the profession in which the claim is being made
-        Improper investigation leads to an inappropriate claims settlement; the adjuster must act responsibly and handle all claims with the utmost diligence and thoroughness;  an improper investigated claim can result in a law suit against the insurer and/or the adjuster
-        The adjuster can act as a mediating influence which reduces the friction between the parties in dispute and could help to create a positive atmosphere;  this in turn will likely lead to a final solution
-        Admission of liability on the part of the insured is strictly prohibited;  if the claim occurs the insured cannot admit responsibility even if liability is clear;  the only time the insured can admit liability is if the insurer gives permission to do so, otherwise such admission of liability without the insurer's permission could result in the insurer to deny coverage
-        There is a balance to be maintained between the insured's reputation as a professional and the insurer's desire to close a file in an economical manner;  settlement may be recommended without an admission of negligence

Lawyers' Errors and Omissions
-        The standard which governs the duty of care that a lawyer owes when giving legal advice are:
·         Exercise competency while practising
·         Not liable for an error in judgement because there is no guarantee that legal advice provided will be interpreted in a positive light or produce a positive result
·         Provide an opinion that is considered reasonable under the circumstances
-        Hedley Byrne & Co v. Heller and Partners Ltd - supports that if a lawyer gave negligent advice to a person, even if no contract existed, and that person relied on this advice, and ultimately this advice caused the loss, the lawyer could be responsible for the damages suffered under tort
-        Therefore a lawyers duty of care extends to clients as well as others to whom s/he gives advice
-        If the insured has been negligent the adjuster will attempt to determine the cost of putting the client into the same position as before the negligent conduct arose

Medical Malpractice Claims
-        Canadian Medical Protective Association, which most physicians subscribe, is there to ensure that defenses against medical malpractice suits are skillfully managed
-        Each claim is vigorously defended with the long-term goal of preserving the professional reputation of physicians
-        Most legal experts in medicine tend to be on the side of defendants
-        Patients who make a case against doctors can bring their claims to the applicable provincial college of physicians and surgeons
-        The colleges, as per legislation, are put in place to detect incompetent or unethical doctors, rather than to further the interests of doctors
-        The types of medical negligence that often occurs are:
·         Burns from an electric cauterizer
·         Allergic reaction to a drug prescribed
·         Sponges left in the patient after an operation
·         Removal of the wrong organ
-        Parties that could also be involved in medical negligent claims are:
·         Attending doctor
·         Nurse
·         Other professional staff (e.g. anesthesiologist, PSW, orderlies, etc.)
·         Hospital
·         Combination of any of the above
-        An uninvolved doctor will offer the unbiased expert testimony needed to deny an allegation of negligence
-        The role of a consulting medical expert can play in assessing medical malpractice claim are:
·         Assessment of injury severity of the claimant to allow the adjuster to develop a suitable plan of investigation
·         To assess if treatment or procedure was appropriate and executed with competency
·         What type of injuries were suffered?
·         Is the injury a result of a negligent act?
·         How much is the claim worth?
-        The consulting medical expert will make an assessment of the injury so the adjuster can evaluate the severity of the case and develop a suitable plan of investigation
-        The loss adjuster requires permission from the patient (claimant) to obtain hospital records;  the hospital board may or may not release the information to the adjuster
-        If the hospital board doesn't release the information to the adjuster, the adjuster must apply to the court for release of the documents
-        The relationship between the doctor and the hospital must be described; i.e. doctors experience, education, and the title he has with the hospital
-        The surgeon must have the patient's permission in order to proceed with the procedure;  the consent can either be oral or written depending on the jurisdiction
-        Battery - is a tort when a doctor doesn't have consent to operate on a patient;  an individual has the right over their own body; exception to having consent is if the patient is in a life threatening medical emergency and consent from the patient is not possible
-        Claims for by-products are not considered; e.g. surgery hurts and the incision will leave a scar are expected by-products when a patient undergoes a procedure
-        When there is a doubt about disclosing the risk, the question to be asked is "Would a reasonable person have consented to the treatment knowing the risks?"
-        For a medical malpractice case the burden of proof rests with the patient to show the doctor was negligent in treatment and advice
-        It is quite rare for a doctor to be found in breach of the medical standard of care in Canada; an error in judgement on the part of the doctor will not necessarily equate to negligence
-        To qualify for the act to be negligent, the error is one that would not have been made by a reasonably competent professional acting with ordinary care and having the usual standard and type of skill expected of such an individual
-        A treatment that fails, causing a adverse outcome, is not evidence of negligence
-        Another situation where negligence is not applicable is if the doctor failed to diagnose an illness but the natural progression of a patient's disease would not have changed and the only treatment was palliative or the masking of the symptoms; for many illnesses a delay in treatment will not necessarily have any harmful effects

Dental Malpractice Claims
-        Claims made against dentists are investigated in a similar fashion as claims made against medical practitioners
-        The elements that must be examined in a dental malpractice claim are:
·         Issues of consent
·         Issue of battery; did the claimant give permission to the dentist to examine or touch him/her;  if consent was not obtained then the tort of battery may apply
·         Exact standards applied to specialists
·         Is there a link between injury and breach of the standard of care
·         Before an operation did the dentist explain the procedure and any inherent dangers to the patient

Druggists' Errors and Omissions Claims
-        Claims that are made against druggist involve the dispensing of drugs
-        The adjuster in the course of the investigation must determine:
·         If the druggist recommended the drug
·         What was the cause of injury? - a side effect of the drug - a substituted but medically accepted drug - the wrong drug
·         If the drug was the cause of injury then what dosage was given?
·         Did the druggist clearly present to the claimant the instructions on how to take the drugs?  What food and/or drink to avoid?  How often to take the drug and in what time intervals or what time of the day?
·         Did the claimant ignore the instructions and/or warnings of the druggist?



-        In a druggist liability claim the parties that might be responsible for injury are:
·         Druggist
·         Manufacturer
·         Doctor who prescribed the drug
·         Claimant
-        In most cases liability will be shared amongst the above parties

Architects' and Engineers' Errors and Omissions
-        Architects are closely associated with engineers; the adjuster may have to distinguish between who is responsible for a particular function
-        Possibility of joint tortfeasors exists; example - public officials may share in liability because they failed to properly examine the plans or the work
-        The contract of employment should be reviewed by the adjuster as this doc will set out what services were required of the professional for that particular job;  the amount of involvement may affect the degree of liability
-        Other docs that should be obtained for a thorough investigation are:
·         Minutes of all site meetings; records discussions about the problems encountered during construction
·         Copies of all deficiency lists; method used to record failures and defects on a job
-        The three (3) areas where architects and engineers may be found negligent are:
·         Inadequate site inspection
·         Negligent proposals
·         Defective designs, plans or specifications
-        Expert that is usually hired in cases of claims are independent architect or engineer, who will establish the cause of the mishap and provide expert testimony if necessary
-        Once the investigation yields the exact cause of the loss, the investigation then shifts to who was involved in that particular activity or area; example - the architect may have miscalculated the bearing stresses on a steel beam and ordered the wrong size beam.  The manufacturer may have supplied the architect with erroneous information about the strength of the beam, which the architect used in his/her calculation, leading to the loss
-        A law suit can be presented by the owner who contracted the work or the subsequent purchaser of the property

Directors' and Officers' Liability Claims
-        Directors and officers can be held personally liable if they do not perform competently, diligently, prudently, and honestly; they must perform in good faith
-        Federal and provincial legislation may govern the duties and responsibilities of directors and officers
-        To assess liability the loss adjuster must ask:
·         Would a prudent person in a similar circumstance with comparable knowledge act in this way?
-        Business Judgement Rule - allows directors to make decisions without fear as long as duties are discharged in good faith and in the best interest of the corporation;  this rule allows any resulting damage for a decision made by a director to be free of negligence, as long as the director made the decision in good faith and in the best interest of the corporation
-        For the a thorough investigation the loss adjuster should review the charter and bylaws of the company as this document will describe the mandate and limitations that the director must operate within
-        The loss adjuster should look for any communications that the director has made, as s/he may have records of disagreements with certain activity which is now the focus of a lawsuit; this will provide a defense in favour of the director
-        The activities of the director, which were brought to light through the investigation, must determine:
·         Review corporate law, taxation law, environmental law, employment law, or securities law to assess liability
·         If liability exists
·         To ensure that the director has not engaged in activities that will exclude coverage under the policy

Policy Coverage Considerations
-        Professional liability policies are sold under a claims-made form and usually exclude any prior acts
-        Prior Act Exclusion - preclude of coverages for wrongful conduct that took place prior to the inception date of the policy
-        The loss adjuster must determine:
·         The date of loss when the wrongful act took place
·         When the damage manifested itself
·         When the company or director first knew that a potential claim existed
·         When the director was given notice that the action would be taken
-        There are usually two (2) insuring agreements:
                        I.          Indemnifying the director or officer
                     II.          Reimbursing the corporation
-        When only the corporation has been sued and not the directors, a Directors' and Officers' Liability policy may not provide coverage for the defence of the corporation
-        If both the corporation and the director are sued the policy may provide an allocation formula to apportion defence costs if the corporation is not insured

Miscellaneous Professional Liability
-        Diverse groups carry professional liability insurance like:
·         Beauticians
·         Undertakers
·         Real estate agents
·         Insurance adjusters
·         Brokers
-        The policy will be modified based upon the specialized skills and types of exposure relevant to that profession
-        The standard of care will also depend on the knowledge, work and training afforded to the professional and they will be judged based on others in their field;  example - a beautician's actions will be compared to other beauticians of the same class to see if the standard of care was exercised properly or negligently

Loss Control
-        The adjuster's report may help in future loss control activities, since the exposure of the claim should have been addressed in the report
-        Information concerning an insured's lack of controls or faulty procedural practices should be forwarded to underwriters for review; this may lead to changes in underwriting rules or questionnaires to determine if future or existing lines of insurance should be continued or discontinued