Document Retention – Boring But Necessary

While maybe not the most exciting topic, document retention is actually an important issue for insurance agents and brokers and can impact insurance agents’ and brokers’ professional liability insurance (E&O). Clients may rely on the agent or broker (producer) to have copies of critical documents (read policies), and may hold their producer responsible for providing a copy in time of need. Recent articles in Business Insurance notes the importance of document retention (see here and here). Best practices would be…

Read more detail on Legal News Directory – Insurance

Related news:

This entry was posted in Insurance and tagged , , , . Bookmark the permalink.

Leave a Reply