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... this has been accomplished. The audit checklist should mirror the task list of each system component. One consultant client has found two approaches to the design and implementation of his audit system. The audit format was developed by the customer service representatives in accordance with what a complete file should include. Essentially, the CSRs worked as a team to develop the audit form. In addition, the consultant is in the process of placing his system task lists on his agency software program. This will provide immediate guidance for personnel wishing to review ... ); 4. An agent attempting to keep track of everything we are supposed to do in our duties to perform' for the insured; and 5. An expert witness who unravels the allegations of the plaintiff when things go wrong. Just what is a systemic operational plan? The vast quantities of paper from insurance agencies alone must account for the depletion of our national forests. As a friend of ours says, where there's paper, there's trouble. He's a plaintiff attorney, and he's right. Attorneys and consultants in E ... items. Award for the plaintiff (insured) . If that sounds like a simple mistake, take a look at this error in obtaining the proper coverage: Case No.2: Failure to Obtain Proper Coverage To maintain his business relationships with clients, the insured required general liability and other coverages. A certificate of insurance was issued indicating that the insured had all the proper coverages to meet the standards of contracts required by the client. The client, a general contractor, reported a loss arising from the work of the insured. The ...

...ts, the insured required general liability and other coverages. A certificate of insu...nt is that it should exist. Innovation and creativity have no place in the she...