From insurance brokers to attorneys, and all professions in between, we will inevitably have clients who are disappointed with some aspect of the service we have provided — justifiably or not.
As professionals, we must accept that our clients will not always be pleased — or even recognize the extent of our efforts to achieve the result obtained.
But where does client dissatisfaction cross the line and become an errors and omissions (E&O) claim? When should we report this dissatisfaction to our E&O carrier? These are issues that are routinely presented to courts around the country. As an insurance broker or agent, you must keep them in mind not only when running your own agency, but also when counseling any professional insureds you have as clients.
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