Tag Archives: Cover letter

Policy Delivery – what is the best way to handle?

The proper handling of policy delivery is actually an important element in an E&O loss prevention program. Because of this, insurance agencies should have a written agency procedure to follow. For many agencies (more specifically the producers), the procedure is … Continue reading

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How are you addressing coverages for the customer to consider?

It seems that over the last 5 years, one of the E&O loss prevention initiatives that agents have widely adopted involves the use of a cover letter when the policies are mailed or delivered to the customer. This is definitely … Continue reading

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Are your companies sending the policy direct ?

There is no doubt that this scenario is occurring with greater frequency today than in the past. For the agents, this has probably resulted in some expense and time savings. While this sounds like a positive step in the evolution … Continue reading

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A potpouri of E&O tips for Insurance Agencies

Offer options When providing proposals for your customers, it is recommended that you provide a series of limit options for the customer to consider with a statement noting that higher limits may be available. The goal is to help educate … Continue reading

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How you can get your customers to be more accountable for their buying decisions

In reading E&O claims over the years, a significant number seem to involve customers that after a claim, look to blame their insurance agent for any lack of coverage or coverage shortfall. Actually in my E&O classes, the # 1 frustration … Continue reading

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