Documentation

The quality of an agency’s Documentation speaks volumes about its business practices. Sloppy, incomplete and inconsistent file documentation is a plaintiff attorney’s dream. By contrast, well-organized, well-documented files can be used to support the agency’s legal position in a he-said; she-said courtroom encounter.

Emphasis on quality documentation should be an agency mantra. Anyone looking through a client file should easily be able to understand the history of transactions, discussions and decisions contained in the following items:

• Phone logs
• Email
• Risk exposure questionnaires
• Proposals and quotes
• Policies
• Client correspondence
• Company correspondence
• Voicemail transcripts

If your agency documentation is lacking in any of these areas we can help. As part of the Agency E&O Audit process we’ll review a sampling of your customer files. We will make recommendations and provide examples of ways you can improve. Consistent, complete documentation can act like a shield protecting you from the slings and arrows of litigation.