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April 22, 2008

Insurance Agents Required to Communicate

Insurance agents and brokers need to communicate effectively with their clients in order to avoid professional liability (E&O) claims.  Another article in American Agent & Broker (see here) refers to a case in South Dakota which turned on this point.  In this case, an important question of fact was whether the agent had communicated to the client that the requested coverage was not provided.

Most insurance agent and broker professionals know that documentation is critical in avoiding insurance agent and broker professional liability insurance claims.  This case goes a bit further in noting a widespread requirement for an affirmative communication from the agent to the client that certain coverage has not been placed.

The court noted that numerous cases have determined that if an insurance agent is unable to procure insurance coverage according to a client's instructions, the agent has a duty to notify the client of his or her failure to do so. Whether the agent in the case at hand breached this duty, the court said, was a question of fact for a jury to consider.

April 15, 2008

Insurance Agents E&O - Summary

Insurance agents and brokers have seen some softening in the market for insurance agents professional liability (E&O) despite increasing exposures and claims.  A recent article in American Agent & Broker provides an excellent summary of the segment (see here), so a short sabbatical from our sabbatical is warranted.

The article starts with a key point:

There are two types of insurance agencies: those that have had E&O claims and those that are going to

Another key point is made in a more roundabout way: virtually all agents E&O claims are avoidable or defensible if proper procedures and documentation are in place.  Since the average agents E&O claim is over $25,000, and since claims significantly impact premium, putting effort into loss prevention is imperative. Important loss prevention techniques include:

  • Documentation is your best defense
  • Have a well documented procedures manual
  • Monitor to ensure compliance with procedures

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April 01, 2008

Sabbatical

Due to time pressures, we will be taking a sabbatical on Specialty Insurance Blog.