Step 6 Workflow Procedures
Establish Workflow Procedures
In Nebraska, it is estimated that one in five agents will be involved in an E&O claim. One of the best ways to avoid this potential is to create and develop a written procedures manual. This document should be fluid and adaptable to meet the market and client demands, but should also establish some structured guidelines to enforce the way you want your business handled.
Another helpful way to avoid an E&O claim is to keep up on Risk Management education. The Independent Insurance Agents of Nebraska offers both classroom and live webinars about this important topic. Attending a qualified course can even provide you with a discount on qualified E&O policies. Contact the Big I for more information.