Download PDF Guide:
BIG "I" SAMPLE AGENCY PROCEDURES MANUAL
The Sample Agency Procedures Manual is a template designed for both personal and commercial lines workflow. It is critical that if you decide to implement this manual, you must customize it to your agency’s procedures, and that once customized and implemented, you follow it. Failure to follow your written procedures and to update it when procedures change can result in a client alleging and errors and omissions claim against your agency. We recommend you begin by downloading the template document then read the general instruction for your agency’s management team.
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Change is a constant and such it is with insurance agents legal standard of care and duty to advise. the Big “I” Professional Liability and Swiss Re Corporate Solutions for an insightful webinar presentation designed to help you understand the nuances of this important topic.
Panelists:
- Myles Hassett, Hassett Glasser, PC
- Donna Asta, Claims Expert, Swiss Re Corporate Solutions
- Richard Lund, US Agents Risk Management Coordinator, Swiss Re Corporate Solutions
The webinar provides a fresh look of agents legal duties as it varies from state to state. By watching, you’ll learn how the standards go from being simply an insurance order taker, to developing a special relationship, to the highest professional standard of care.
All Big “I” members and staff are welcome and encouraged to watch.
Additional Resources:
Do Insurance Producers Have a Duty To Advise?
Agency Tools:
RECORDS RETENTION
Records Retention Notice from Swiss Re
Article by
Nancy Germond
HBI Declination
