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E and O tips and tools

As an independent insurance agency, you are well aware of the issues caused by E & O mismanagement. With so many t’s to cross and i’s to dot, it can be easy to slip up when managing client information and policies, but you cannot afford to make such mistakes. How can you keep your agency out of hot water?

Having well established and followed E&O procedures and utilizing a variety of tools (i.e. mobile, texting, and paperless workflow) can help your agency stay on top of E & O management and out of trouble. In our latest eGuide, we address some of these tactics and tools to beef up your E&O defense.

Check out our E & O eGuide, and our other great resources, on our resources page. See something you like? Don’t like? Want to hear more about? Contact us to let us know!

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