Get the Latest Best Practice Advice at the Small Agency Conference

IIAT’s Melissa Reed and Rick Bondurant will present an overview of best practice standards and procedure considerations to help you reduce E&O exposures, improve customer service and protect your agency profitability.

Some of the topics to be covered include:

  • General standards
  • Common suspense systems
  • File documentation and organization
  • Use of disclaimers
  • Privacy and security
  • Carrier due diligence
  • Risk assessment, submission and proposal process standards

Learn more and Register now.sac-180x100-01

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