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Agency Procedures

Consistency in practices and procedures regarding how business is done is a critical component in E&O claims prevention. Coverage checklists, disclaimers, sample procedures and sample customer letters are just some of the valuable tools you can utilize to help prevent claims in your agency.

Is Your Website Doing More Harm Than Good?

Your agency's website is your 'business card' to the world. Well managed, it can be the cornerstone of your operational and marketing strategy. If not, it can and will be used to strengthen a claimant's E&O case against you. [more]

Disclaimers

As part of their risk management program, every agency should utilize appropriate disclaimer language on the following: voicemail, email, fax cover, agency websites, proposals, and social media outlets. Check out the sample disclaimers in this section. [more]

File Documentation

Whether your agency operates in a totally automated environment, is still paper-based, or exists anywhere in between, file documentation is rule number one when it comes to protecting against errors and omissions losses. [more]

Sample Customer Letters

Use these sample customer letters as a starting point to developing your own client letters for comprehensive file documentation. [more]

Sample Procedures Manual

Consistency in practices and procedures regarding how business is done is a critical component in E&O claims prevention. Included on this page are some sample procedures that your agency can use to get started in developing a customized procedures manaul. [more]

Records Retention Recommendation

[more]

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