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 how questionnaires and checklists can help agency staff to better serve your clients as well as some of the mistakes they've seen by those using them.

Using risk exposure questionnaires and checklists

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