Don’t Let Your Clients Become Claimants

E&O Claim Case StudyOften times, you will be looked to for sound advice and asked to recommend an insurance solution for your clients. You should provide more than one product option and take the time to explain all ramifications, especially if your clients currently have insurance in place and are contemplating making a change or possibly surrendering a policy.  It certainly would be wise to provide something in writing regarding your discussions with clients and keep a copy for your file.

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