« Rating Lawyers is OK | Main | Sabbatical »

March 13, 2008



This is amazing, it just shows that every conversation has to be documented. I have always been afraid of people claiming something other than what was really discussed ( when it comes to face values ) during a first meeting, this is why I try to keep a ledger of changes and discussions of every client along with their file.


Wm E Morrell Inc

Agents need to document when a client turns down coverage although it was recommended for them to consider. Most agents are providing themselves with E & O coverage for protection for these situations.

Julieana Smith

Dear Blogger,
I just landed on your blog and found it to be very informative and interesting. I congratulate you for creating such a wonderful blog. Most of our moderators are a regular visitor of your blog. I would be highly obliged if you would spare some precious moment of yours and allow us to contact you for giving an interview or allow us to review your blog in a finance community site having 100K+ members.
For more information, please feel free to mail me at


Waiting for your reply.

Insurance broke

I think it woud be a good thing if the agent can have a more pivotal role in claims. Generally if a person has to deal with a claimant you will get a fairer payout.


i am gonna show this to my friend, man

Garfield and Bland

Yeah, i have come across the report previously and it is very interesting.

I think this goes for for UK law too.

The comments to this entry are closed.

Subscribe by Email


Google Adsense