E-and-O

Posts Tagged: E-and-O

2 posts found

Inspect What You Expect: QC and E&O Prevention for Agencies

10/25/2021 · 5 min read

Prevent E&O claims by building four QC habits into daily operations: random file reviews on a regular schedule, written checklists for new business, change, renewal, and claims work, mandatory coverage adequacy review at renewal, and file notes on every coverage conversation.

operationscompliance

Inspect What You Expect: Quality Control and E&O Prevention

10/25/2021 · 6 min read

Prevent E&O claims with four agency QC practices: structured application review before binding, policy review against the quote at delivery, structured renewal audits with real client questions, and documentation discipline so every coverage discussion lives in the CRM.