Monthly Archives: July 2016

Why having the customer sign a blank app is a real bad idea

40 years ago in my days at an insurance agency in the Utica, NY area, from time to time, one of the producers would ask the customer to sign a blank app. Apparently the customer would not be able to … Continue reading

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Add Auditing to your E&O culture

As President Ronald Reagan was quoted many years, it was very important to trust but it was equally if not more important to “trust but verify”. This is where auditing comes in. Auditing is actually one of the top 5 … Continue reading

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An opportunity to enhance your renewal process

If one were to survey insurance agencies, it is a fair bet that the process for evaluating a client’s exposure is pretty good on new business. While the initial step of securing a copy of the client’s current policies seems … Continue reading

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Dedicate time to discuss E&O (and only E&O)

When was the last time the office staff got together specifically to discuss the variety of issues pertaining to E&O loss prevention? In most agencies, the answer is probably “we never have”. Recently, I was at an agency’s office and … Continue reading

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