'Twas the night before an E&O deposition
And all through the agency
Everyone was running about
In a state of emergency

 

The producer to be deposed
Couldn’t muster a smile
Because there was missing documentation
In the agency’s file

 

The problem it seems
Was that the documentation couldn’t be found
To prove that the customer
Requested his limits go down

 

The agency’s E&O policy deductible
Was quickly disappearing
Increased premiums on renewal
The agency’s principals were all fearing

 

If the producer had followed
The agency’s documentation procedures
This stress and frustration
Would not be here with us

 

As we have said over the years
Good documentation is a must
If it is in your file
An E&O claim will go bust

 

So as you go through your day
And deal with each situation
Remember to document communications
To help avoid E&O litigation

 

Doing so will not only
Provide better customer service
But will also protect the agency
And help everyone be less nervous

 

So this holiday season
Merry you should all be
But never forget good E&O practices
Will help an agency stay E&O free!

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