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The wise advice “just be yourself and follow your instincts” applies to insurance agents seeking to mitigate the risk of malpractice litigation. In a competitive market, staying inside of your comfort zone and following a few well established “best practices” can help you avoid being sued for malpractice and, if unfortunately you are sued, help you to present a strong defense.

The starting place to avoiding a future malpractice claim is at the beginning of a client relationship. Set the tone early with new clients. Make sure the client has reasonable expectations as to what services you will be providing and, perhaps more importantly, what you will not. Once the client relationship begins, follow best practices, the ones you know you should be doing:

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