Discussing Claims with Insureds. A common and often key personality trait of CSRs and producers is that they are people pleasers, especially relative to customers. When it comes to claims, being a people pleaser can get agencies into trouble. In …
Staff Licensing. Staff licensing may seem like such an obvious topic that it does not deserve even to be discussed in a blog. However, many facets exist to staff licensing that can and do create E&O exposures, and even possibly …
Insurance agency errors and omissions (E&O) situations and solutions from consultant Chris Burand. Tip #3 Do you follow-up in writing when your insurance proposal is rejected? The failure to take this step can result in some insureds going without insurance …
Insurance agency errors and omissions (E&O) situations and solutions from consultant Chris Burand. Tip #2 Always use a coverage analysis checklist on new and renewal business! When was the last time you went to the hardware store or grocery store …
Insurance agency errors and omissions (E&O) situations and solutions from consultant Chris Burand. Tip #1 When was the last time you checked to make certain your producers and agency staff were using current and up-to-date proposals? Using outdated material is …
