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Question1
Claims Happen
Claims Frequency Data
Common Causes
Common Errors Alleged
Common Problems
Claims Examples
How Do I Report a Claim?
Claim Prevention
Currently selected
Agency Management
E&O Audit
Agency Self-Assessment
Agency Procedures
Disclaimers
File Documentation
Sample Customer Letters
Sample Procedures Manual
Records Retention Recommendation
Tips
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News & Publications
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E&O Claims Advisor
ACT
The Big "I" Virtual University
E&O Angles and E&O Know
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ABEN
Rough Notes Advantage - Plus
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Survey of Agents E&O Litigation
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Claim Prevention
Agency Procedures
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Checklist FAQs
Claim Prevention
Claim Prevention
Agency Management
E&O Audit
Agency Self-Assessment
Agency Procedures
Disclaimers
File Documentation
Sample Customer Letters
Sample Procedures Manual
Records Retention Recommendation
Tips
Staff Tips to Share
Quick Tips
Recycle Bin
Checklist FAQs
Is using a checklist a recommended best practice for agencies?
Does using a checklist increase the agent's standard of care with its customer?
Should we develop our own agency risk analysis checklists or purchase commercially available ones?
Should a risk analysis checklist be used on both new and renewal business?
Does the agency need to use a risk analysis checklist on all customers?
Will using a checklist help in the defense of an E&O claim?
Question1
None
Is using a checklist a recommended best practice for agencies?
Yes, using checklists has a number of benefits in avoiding E&O claims and improving the agency’s ability to increase production. There should be a single checklist or system of lists used by all agency personnel.