legalE&O
Galen Hair: The Documentation and Practice Standards That Protect Your Agency (Part 2)
05/27/2021 · 6 min read
Protect your insurance agency with three documentation practices: a same-day confirmation email after every substantive client interaction, a written record any time a client declines a coverage you offered, and an annual review that documents the conversation. Stop guessing when you don't know. Say so and follow up in writing.
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