E and O claims bankrupt agents. Document quotes, conversations, and coverage recommendations in the CRM to cut risk.
One missed coverage recommendation can end an agency. Documentation is the best defense.
Agent cannot prove coverage offered.
He said she said in court.
Cannot prove client declined coverage.
Every quote saved with timestamp.
Call, SMS, email logged.
Client sign off on declined coverages.
Every review logged.
Carrier emails stored in CRM.
Pull full client history in seconds.
Every agent has E and O risk.
High limits, high stakes.
Suitability documentation.
Team risk management.
Quote, conversation, review logging.
Adds AI receptionist, coverage recommendation forms, advanced audit.
Book a 20 minute demo. We will walk through E and O protection.