Policy Servicing

The Challenges That Pop Up Through Prospecting to Policy Delivery


Presented By:

Brenda Grow

Brenda Grow

ReSource Pro

Senior Solutions Specialist

Whether it's the loss of a valued client, reputational damage, or friction with the insurance company, errors and omissions (E&O) can come at a huge cost to an agency, even when they do not rise to the level of an E&O claim.

Policy checking is an essential part of your E&O risk reduction strategy, but there are many other steps you can take to ensure accurate policies and satisfied clients.

Please join us for our webinar as we discuss:

  • The most common causes of agency E&O
  • Error prevention tips and tricks throughout the policy lifecycle