When I entered the insurance industry 47 years ago, my mentors impressed on me the importance of documenting my actions as a representative of my employer. I learned that every task I perform must be recorded or it may as well have not been done.
Document every action, whether for a client or your company. Similarly, it is imperative to log all communication between the agent and the insured in the insured's file. Even if only one in every thousand policy sales results in a dispute, the effort is worth the exercise.
The importance of accurate and detailed record keeping by an insurance agent and broker was made clear by the opinion of a New York state appellate court presented in Hans Richard Lehneis, Jr., v. Kathleen Neill, etc., et al.
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