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Question2
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
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Procedures/Manual/W
Procedures/Letters/Information-regarding-increased-building-costs-5-2021-Final
default
Procedures/Letters/Acknowledgement of Policy Coverage Cancellation Letter final 4-8-2020
Procedures/Letters/Acknowledgement-of-Policy-Coverage-Cancellation-and-Disengagement-Letter-final-4-8-2020
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?
Question2
None
Does using a checklist increase the agent's standard of care with its customer?
The standard of care an agency must meet is largely determined by the state in which you are doing business. However, using a checklist is simply a best practice which does not in itself necessarily establish a higher standard of care. Nor, does not following a best practice mean that an agency is negligent in the duties owed its client. Use of checklists may improve your agency and eliminate exposure to claims for failure to procure coverage.
false,false,1