Tag Archives: quality control

Do the producers know what is expected of them?

Often in my travels to many of the great agencies in the United States, I have the opportunity to sit down with the agency staff, consisting of the internal support staff, the producers and the agency management. As we talk … Continue reading

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Policy checking – a key aspect of E&O loss prevention

As I have addressed many times in this blog as well as in my webinars and seminars, policy checking is extremely important. I know that agencies would like to believe that the policies are perfect but mistakes do occur and … Continue reading

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Do you wait to deliver all of your policies at once?

Based on the type of coverage you are providing for your clients, the timeliness of policy issuance can vary greatly. You may be able to print off some policies right from the carrier system while other policies may take a while … Continue reading

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Is your insurance agency procedural manual being used by all staff ?

In virtually every one of my E&O classes, the issue of the agency’s procedural manual is discussed. These manuals can be a tremendous tool for an agency as they should enable new staff to get “up and running” much quicker and provided … Continue reading

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The importance of checking your carrier issued policies

During recent conversations with a number of agency management, I asked for their perspective / findings on the quality of their carrier issued policies. Their response was very interesting. They generally commented that the quality seems to have improved; in … Continue reading

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If your insurance agency files could talk, what would they say about you?

As a backdrop, if and when an E&O claim is made against your agency, in all likelihood, you will be asked to provide a copy of the specific file that the claim pertains to. It may be a paper file … Continue reading

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Are you “auditing” your insurance agency?

From time to time, I receive e-mails / phone calls from agencies looking to start an audit process in their agency and they are not quite sure where to start. First, I commend these agencies for looking to take this … Continue reading

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A strong E&O culture in an insurance agency starts at the top

There is no doubt that to have a strong E&O culture in your agency, it is vital that top management actively express their support and commitment. A management that leads by example will clearly show the staff that management is serious … Continue reading

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What is the quality of the policies issued by your insurance carriers?

I have asked this question of many agents over the years and in all honesty, not once has the answer been “they are perfect every time”. Recently, one agency advised that in their quality checking of the carrier issued policies, … Continue reading

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