Referring Attorneys

It’s About Trust

 

The highest praise is when attorneys provide us with opportunities to serve their clients. We are proud that almost all of our cases over the past 20 years have come from other attorneys. Every major firm in the state recognizes our commitment to our referring attorneys, and entrusts their clients to our care. Long term commitment to our clients and their referring attorney relationships are what sets us apart.

 

If you haven’t yet had an opportunity to partner with us, we welcome the opportunity to serve your needs.

Frequently Asked Questions About Referrals

How can I refer a case to you?

We welcome your phone call to get us up to speed on your needs. We also provide a client screening form to speed up your initial client intake.

What cases should I send to you?

We primarily handle claims governed by ERISA (STD, LTD, Life, AD&D and Pension), as well as IDI (Individual Disability Insurance) policies. To help with your screening of these claims, we will provide a short guide for your intake team.

 

Once we receive the referral, our team will handle everything, keeping you and your team in the loop on our investigation. If our investigation reveals an actionable claim and we are prepared to offer our services on a formal basis, we confirm your referral fee and sign the client up. You will then receive periodic updates as the case progresses.

Call us today at (205) 868-0818 or send us a message.