humor

Posts Tagged: humor

2 posts found

The Bath House Mix-Up: A Lesson on Skipping the Briefing

11/05/2021 · 5 min read

Unverified assumptions cost agencies clients, staff, and E&O exposure. Brief plainly on coverage before the claim, confirm team expectations before the standard is tested, and document the process before the handoff. Verify shared understanding instead of assuming it. The three-minute brief prevents the three-hour problem.

agency-culturecommunication

The Bath House Mix-Up: A Real Lesson on Client Communication

11/05/2021 · 5 min read

The lesson: verify understanding, don't just deliver information. Most E&O claims and retention failures trace to gaps between what the agent said and what the client heard. Ask clients to restate coverage in their own words at sale, renewal, policy change, and claim. Catch misalignment before a claim does.