E&O Risks With Providing Educational Guidance on Online Intake Forms
Where is the line between helping applicants understand a question and improperly influencing or coaching their responses?
Client Communication
Reimbursement for Evacuation Costs: Help Clients Understand This Coverage
With ongoing wildfires in the West and an above-average Atlantic hurricane season predicted, it’s essential for independent insurance agents to educate clients on how their policies can cover evacuation-related expenses.
