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LIFE INSURANCE IS NOT IMMUNE FROM E&O by Curtis Pearsall Over the years, E&O carriers have communicated a ton of information on how frequently E&O claims arise from the sale and service of Life insu...
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KNOWLEDGE = ACTION by Curtis Pearsall The other day I was travelling with a good friend who happens to be an extremely professional insurance agent. On the way to lunch, we passed a funeral home...
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INSURING CONTRACTORS? BE CAREFUL - IT CAN BE A BIG E&O HEADACHE by Curtis Pearsall With very few exceptions, most agents can count at least a few contractors among their clients. Unfortunately, ...
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'I'M GOING GOLFING - PLEASE TAKE CARE OF THIS.' by Curtis Pearsall 'I'm going golfing - please take care of this.' 'Take care of what?' I was going to respond. It was too late; he was a...
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HOW WELL DO YOU KNOW YOUR CLIENTS? by Curtis Pearsall How well do you know your clients? Do you fully understand their needs and exposures? Knowing your clients is absolutely crucial to your...
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HOW LONG SHOULD I KEEP MY RECORDS? by Curtis Pearsall There's no single answer to the question of how long you should keep your records. A rule of thumb generally calls for a seven-year retenti...
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E&O: E-MAILS AND BINDING COVERAGE by Curt Pearsall E-mail between agents and their clients is becoming increasingly common. Curt Pearsall recommends that you and your staff develop and implement ...
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E&O IN A CHANGING MARKETPLACE by Curtis Pearsall In most parts of the country, the marketplace is taking on a different look. As companies attempt to improve their bottom line, the...
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E&O: ARE YOU A GOOD AGENCY OR A GREAT ONE? by Curt Pearsall Obviously, determining whether youre a good agency or a great one is a matter of opinion. But whose opinion counts: those of ...
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DON'T SAY IT'S SO UNLESS YOU'RE SURE IT'S SO by Curtis Pearsall Recently, I had a personal situation that could have led to an E&O claim. Every year in August, I take my two boys and my oldest s...