Mobile Insurance Headlines

Document Retention ? Boring But Necessary

posted 165 weeks ago on Specialty Insurance Blog

While maybe not the most exciting topic, document retention is actually an important issue for insurance agents and brokers and can impact insurance agents? and brokers? professional liability insurance (E&O). Clients may rely on the agent or broker (producer) to have copies of critical documents (read policies), and may hold their producer responsible for providing a copy in time of need. Recent articles in Business Insurance notes the importance of document retention (see here and here). Best practices would be...
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