What to do if you have a claim
- Promptly report any claim or error of concern and provide the necessary details, including name of the claimant and description of the claim or incident. Your E&O carrier can decide if the matter qualifies as a claim or only as an incident.
- Do not alter records involving the claim or incident
- Do not allow the inspection, copying or removal of your records without consulting your E&O carrier
- Do not provide recorded or written statements concerning an error or claim involving your agency unless the E&O carrier has granted permission to do so
Affordable E&O Coverage for Life & Health Agents