SwissRe Corporate Solutions and the Big "I" Professional Liability risk management team recently surveyed their E&O defense attorneys to gain more perspective into the agent's E&O litigation environment and to get real-world feedback.

We are presenting the results by topic to provide direction on where potential E&O claims may be lurking in your agency.

This month's edition explains what good documentation consists of, what should be included and what should be left out of a client's file.

What does good documentation consist of?

View series archives