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As an insurance agent, thorough record-keeping isn’t just good practice—it’s essential for protecting your business. In this blog, we dive into the key steps you can take to reduce your risk of Errors and Omissions (E&O) claims. From logging incoming calls and keeping detailed notes on client interactions to backing up your data and following up in writing, these tips will help safeguard your agency. Don’t leave your reputation to chance—learn how proactive documentation can make a difference in your risk management strategy.

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Is your agency providing top-notch customer service? Great customer service is vital to retaining and growing your agency’s customer base. How do you keep your customers happy?

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Keeping good records is an important risk management tool in today’s litigious society. How well do you document your agency’s interactions with its customers?

Are you as productive as you’d like to be? If not, try implementing one or more of these seven tips into your own daily routine.

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