E&O Tip on “Listen To What Your Customer Is Requesting”

In most, if not all states, the producer is held to the duty of providing the coverage that the customer has specifically requested. If they are not able to provide that coverage, they should inform the customer accordingly. Due to this requirement, it is important that producers listen carefully to what the customer is requesting. The essence of this conversation should not only be documented in the agency file but also via some form of written communication back to the customer.

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