E&O Tips
By Angelo J. Gioia AgentsofAmerica.ORG Claims made against insurance agents can derive from many sources, these include quoting and proposing coverage, incomplete and inaccurate applications, written and verbal...
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By Angelo J. Gioia, AgentsofAmerica.ORG The key to an agency success and “Avoiding E&O Claims” is understanding what is important to you and more importantly understanding on how...
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It is extremely important as a retail agent that you take your time when looking for the right Wholesaler. Picking the right partner can not only save you...
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Upon performing the review and the tabulation of the results, each employee reviewed should be provided feedback on how they did. It is realistic to expect that those...
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Upon returning back from to his room, your client calls you in a heightened state of anxiety to advise you that they are on vacation, he discovers that...
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In most states, the legal standard of an insurance agent has been characterized as essentially that of an “order taker”. Generally, an insured must make a specific request for...
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For years, E&O seminars have heavily focused on the issue of documentation. This is primarily due to the premise that the quality and depth of file documentation is...
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“Why is it always our fault when a customer has a loss that is not covered? They knew that they didn’t have that coverage”. It seems that in virtually...
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While it may not happen often, from time to time, you may look to move your account from a claims made form to an occurrence form. There are...
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Most E&O classes speak to the value and benefit of agency management performing a periodic audit, either monthly or quarterly. The goal is to verify that the staff is...
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