Topic Thread

Researching Potential New Clients prior to Bid/Contract

  • 1.  Researching Potential New Clients prior to Bid/Contract

    Posted 09-13-2018 20:36
    What service or process are people currently using to research new Clients prior to bidding a Job or signing a Contract? We have been bit by a few very unscrupulous Clients recently and our legal spend has seen the requisite increase. We are looking for a better way to avoid these situations before we get too far down the road with them.

    D&B has been suggested, but looking at the price versus the output, and talking with some others in the industry that use it, I thought it was cost prohibitive.


    Sean Rafter CPA
    Watkins Landmark Construction
    Carlsbad CA
    (858) 259-1240

  • 2.  RE: Researching Potential New Clients prior to Bid/Contract

    Posted 09-14-2018 07:26

    Request your Bonding Agents assistance if in doubt or not sure.  They generally can do some investigating for you. 






    "I would like to emphasize that the discussion set forth above is only an insurance/risk management perspective and is NOT legal advice. We do not provide legal advice, as we are not qualified to do so.  I highly recommend that you seek the advice of legal counsel in order to become fully apprised of the legal implications related to these issues."


    Send Bond Requests to:


    Cathy McMillan

    J. Smith Lanier & Co., a Marsh & McLennan Agency LLC company

    413 Northshore Dr., SW

    Knoxville, TN  37919

    Phone:  865-558-1767

    Fax:  865-588-1646


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