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by philly79
Fri Oct 03, 2008 10:17 am
Forum: Opinions
Topic: Calling non-pay clients... a good idea or an E&O exposure?
Replies: 34
Views: 24408

Re: Calling non-pay clients... a good idea or an E&O exposure?

I know this is going to sound crazy, but I usually call the client and simply do not document it in the file. I work for a very large broker, and it is company policy not to contact clients regarding late pays due to E&O concerns. However, I have a relatively small book of large accounts. I know...