E&O Tip on Staff Meetings

There is no doubt that agency staff meetings, if properly conducted, can be extremely valuable in many areas. They include: Communication – these meetings are a great way to address current issues, changes in company binding levels or new coverages; Education – if possible, have a topic established for each staff meeting. The subject may involve "Discussing the E&O exposures of each staff level" or issues centered around the specific time of the year; Confirmation of key agency practices – staff meetings present the perfect opportunity to stress key agency practices, such as the importance of thorough and timely documentation not only in the agency file but with written documentation back to the customer when appropriate.Staff meetings provide a clear and consistent message to all members of the agency.

 

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