E&O Avoidance Tips — The Importance of Good Documentation
How important is documentation in avoiding an E&O claim? It may be the difference in turning around an angry client, presenting a compelling renewal strategy, or winning an E&O claim. At the very least, good documentation keeps our businesses running more smoothly and efficiently allowing staff in multiple departments to keep up with the events on workflow and specific accounts regardless of sick days, vacations, or staffing changes.