Step #6: Establish Workflows/Procedures

In Maryland, it is estimated that one in four 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.

IIABA/ACT BP Guide

Processes & Information Management

Moberg Group

Grace Bauer



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