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?
Where is the line between helping applicants understand a question and improperly influencing or coaching their responses?
Effective marketing is important, but careless marketing can be dangerous. When it comes to marketing while managing your own risk, the primary tip is simple: Don’t overpromise.
To mitigate the risk of an errors & omissions claim, insurance professionals need to approach offering umbrella coverage with diligence and consistency.