Tag Archives: insurance applications

Are you getting the entire app completed?

Recently in one of my on-site seminars, I was asked a question that dealt with the information that the agent was securing on a prospect. The issue involved a personal lines app for a carrier that was expecting the agent … Continue reading

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When a customer’s signature didn’t help

Most E&O seminars will stress the importance of securing the signature of the client on the appropriate applications. This is certainly very sound advice since in most, if not all, jurisdictions, a customer will be held responsible for the contents … Continue reading

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