File Review Questionnaire

For years the Big “I” Professional Liability and Swiss Re Corporate Solutions have touted that an agency’s file needs to “tell a story.” It’s our belief that if your files tell a story of what happened and includes all documentation and client communications, this effort may help your agency build a solid defense when faced with an E&O claim. The questionnaire features 27 yes/no questions and is broken into several review categories, such as risk assessment, communications, policy form and endorsements. The questionnaire is customizable allowing for the review of multiple policies for the same policyholder, as well as providing space for criteria that is specific to your agency. A scoring system has also been provided to tally the number of “no” responses, and items requiring more frequent customer contact.

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