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Quick Tips

Shareable, easy-to-use tips targeted at different positions in the agency, aimed at raising awareness on how to prevent claims.

 

E&O exposure can be created by anyone in the agency, including owners and managers, producers, and CSRs.  This section makes improving the agency simple by providing easy-to-use tips targeted at different positions in the agency.  Sharing these with all agency staff can raise everyone's awareness on how to prevent claims and open a dialog throughout the agency about improving business processes.