Are your clients expecting that you will communicate with them on social media and through text messages? As digital communication methods continue to evolve, people are becoming more depending on technology to interact with service providers. The topic of managing errors and omissions concerns while using new methods of communication was discussed at the Midwestern Region Agency Advisory Council meeting this year. To provide resources and guidance in this area, the State Auto team conducted interviews with leading technology experts in the insurance industry and researched tips for managing your E&O exposure in today’s digital environment. The bottom line: Agents should evaluate their agency workflow and procedures and plan to evolve along with changing client needs. If implemented successfully, your process will contribute to better customer service in addition to managing your E&O and compliance needs. Tips for Managing E&O with Digital Communication
Digital marketing and sales resources for independent insurance agents