3 posts found
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.
05/26/2021 · 5 min read
Insurance attorney Galen Hair names the three legal vulnerabilities that produce most agent E&O claims: verbal coverage promises that never made it in writing, undocumented declined coverages, and skipped renewal conversations. Documentation is the legal foundation. E&O is backup, not strategy.
10/04/2019 · 6 min read
Proactive legal protection saves insurance agencies in five areas: entity structure, employment agreements with non-competes, client contracts and E&O exposure, digital compliance, and succession or buy-sell planning. Reactive legal work costs ten times the proactive version.