MEDICAL PROFESSIONAL LIABILITY | ALTERNATIVE RISK SOLUTIONS

We're already a couple weeks into the new year and holding strong with our resolution to share Curi updates about products and services designed to simplify things for you and your clients.

UPDATED: Curi's Overdue Billing Report

To maintain our transparency regarding the status of your practice accounts and communications with your clients, beginning January 30, and every Tuesday thereafter, we will be sharing Overdue Billing Reports with your agency for informational purposes. This report contains details on any accounts that are past due on premium payments.

Accounts who have moved into a Cancellation for Non-Payment of Premium (CNPP) status will be noted on the report. Copies of the CNPP letters are available for download on Curi’s Policyholder Services Portal (PHS) located under the Documents tab. Additionally, all billing activity and invoices are also available on PHS for download.

We continue to follow state insurance regulations and send cancellation notices directly to accounts in overdue status. When appropriate, we will work with you and your accounts to be as flexible as possible. Although no action on your part is required, we wanted to ensure you had data - as the broker of record – on any of your accounts with overdue payments in case you would like to follow-up with these practice accounts.

We will be sharing this information and the report for the agency distribution list we have on record. If you have any questions or if you'd like to make changes to your agency's distribution list for this report, please contact Amber Popham at amber.popham@curi.com for assistance.

Risk Resources At The Ready

Risk Solutions Resource Catalog
A new comprehensive catalog of our risk resources is now available and easy for you and your clients to access on the Curi website. The catalog includes an array of offerings all in one place— handbooks, risk assessments, a wide variety of toolkits, policy documents, a large collection of patient consent forms, and much more. Access Catalog

Updated: Informed Consent Toolkit
Many practices utilize informed consents, but not all use procedure-specific documents. Curi believes that a procedure-specific informed consent form provides a stronger defense should a medical malpractice claim arise. This updated, interactive toolkit walks through the informed consent process.

Use Toolkit

New: On-Demand Webinars
Check out our newly launched telehealth webinar, describing the current landscape with consideration points for best patient encounters.

View Webinars

New Curi Payment Platform Going Strong

Since our launch or our enhanced billing and payment platform in October '23, we've had 150 set-up their account and processed 936 payments.

We are continuing our rolling communications (centered around renewal time) to clients currently using an Electronic Funds Transfer (EFT) Program and walking them through the process of setting up their new account and completing a one-time AutoPay registration in advance of their upcoming renewal.

For answers to additional questions regarding the impact to current EFT customers like how clients will be notified of the change, impact to their current draft date, and the billing process for those who choose not to register for AutoPay, please refer to the APW Customer FAQs.

Here are some other resources you can share with your clients to get them ready:

You may also contact Amber Popham at amber.popham@curi.com for additional information.

Curi Capital and RMB Complete Merger

On January 2, 2024, Curi confirmed the completion of its previously announced ac quisition of RMB Capital and the merger between Curi Capital and RMB Capital, creating a registered investment advisory firm with more than $11.3 billion in assets under advisement¹. Together, the depth of resources, expanding regional presence, experience, and leadership of the combined firm is well-positioned to forge a strong future that keeps clients at the center.

LEARN MORE

If you have any questions or would like more information about any of these updates, please reach out to your Curi Member Services Representative.

Thank you for your continued partnership.

Amber Popham

VP, BROKER SERVICES

CURI INSURANCE

o: 919-501-7624 | e: amber.popham@curi.com

In case you missed it, view the previous newsletter: CURI Q4 UPDATES

¹Total assets under advisement (“AUA”) estimated as of 9/30/23. AUA presented here differs from regulatory assets under management (“RAUM”) reported on RMB Capital’s Form ADV and Curi Capital’s Form ADV. For example, AUA includes, but is not limited to, private equity holdings, physical assets, retirement plan assets, and other non-traditional assets advised by RMB Capital and Curi Capital. Total AUA presented here is a combined number for both entities.