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Stay Vigilant To Ward Off Agent E&O Claims

In a single hectic day, insurance agents may field dozens of phone calls--mostly from clients. Unfortunately, as we attempt to keep everyone happy, we sometimes forget to document what was discussed

By David J. Price | Updated on May 20, 2007

In a single hectic day, insurance agents may field dozens of phone calls–mostly from clients. Unfortunately, as we attempt to keep everyone happy, we sometimes forget to document what was discussed and what might have been agreed to in a given conversation.

As is so often the case, it is the one conversation that we do not remember and document that can lead to so many problems.

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