In a single hectic day, insurance agents may field dozens of phone calls–mostly from clients. Unfortunately, as we attempt to keep everyone happy, we sometimes forget to document what was discussed and what might have been agreed to in a given conversation.
As is so often the case, it is the one conversation that we do not remember and document that can lead to so many problems.
That failure to document is exactly what happened to an agent recently, which led to a day in court defending against the contractual and professional malpractice claims of an unhappy client.
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