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November 2023
Welcome to the latest edition of InterWest's TaxPro Newsletter. In these quarterly issues, we will provide federal and state regulation updates impacting your industry, as well as InterWest learning opportunities and insurance coverage solution capabilities. We will also highlight our Claims, Risk Management & HR Services and introduce you to your InterWest team.

Your InterWest Consultants Include:
InterWest’s collaborative Team Culture is integral to your clients success
Our industry specific practice group teams bring together the diversity & depth of experience, knowledge levels & perspectives of each member to support your clients.
For more information on any of the following, reach out to Dineen or Mario.
  • Commercial Insurance - All industries.
  • Tax Professionals Professional Liability (Errors & Omissions) Insurance 
  • Workers’ Compensation
  • Employee Benefits - including Alternative Funding Options
  • Cyber Insurance
  • Personal Insurance
Effective Products & Services to Better Serve your Clients.
  • Risk Management
  • Claims Advocacy
  • Safety Leadership & Training
  • Human Resource Consulting & Training
Financial Industry Updates
Annual Insurance Reviews are Crucial to Growing Businesses

One of the biggest mistakes owners of growing businesses make is not keeping up their insurance coverage to account for the expanding assets and potential liabilities.

Let's say you started your business 10 years ago with just a small space and computer desk, and today you have an office full of employees and equipment. If you still have the same insurance coverage as you did a decade ago, or even three years ago, the chances are high that you are underinsured.

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News
Identify Your Workers' Needs, Consider Costs before Open Enrollment

Group health plan open enrollment is almost upon us and employers who get an early start and plan their communications have better success in driving participation and helping their employees make the right decisions for their life situations. Here's how to get it right.

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Employee Benefits
More Providers Charge for Telemedicine, Phone Visits and Doctor E-Mails

More hospitals and insurers have started charging patients for virtual care services as they have grown in usage and providers are spending more time meeting patients in telehealth appointments and responding to their e-mails.

It's extremely convenient for patients to be able to engage with their doctors by video visit, phone call or e-mail, but it's resulted in physicians spending an inordinate amount of time on the steady communication.

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Risk Management
Workplace Violence Prevention Bill Signed into Law

Gov. Gavin Newsom has signed into law a measure that will require nearly every employer in California to have in place a workplace violence prevention plan.

The expansive new law, which takes effect July 1, 2024, will require any company with at least one worker to "establish, implement and maintain" a workplace violence prevention plan, as well as require employers to conduct annual workplace violence prevention training and to keep an incident log of violent incidents in the workplace.

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Training Events
Register Today
Thursday, Nov 9, 9am
Sun Life Webinar

Tuesday, Nov 14, 12pm
Summit Compliance Webinar

Save the Date
Tuesday, Dec 12, 12pm
Summit Compliance Webinar

Thursday, Jan 11, 9am
InterWest Webinar
 
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