Do your insurance applications meet the 3 C’s?
The 3 C’s – Complete, Current and Correct! When carriers receive your applications, they are expecting that they meet these 3 requirements. Their willingness to provide a proposal / the aggressiveness...
View ArticleE&O Insights: Put the Power of the Signed Application to Work
This is an excerpt from an Insurance Journal article that I authored in the March 10, 2014 edition. “With few exceptions, an application is a necessary document to secure a proposal or to bind...
View Article“What if I know the answer on the application is false?”
Recently in one of my E&O classes, I had this great question posed to me. What the person explained was that as they were completing the application with the customer, they knew that the answer the...
View Article
More Pages to Explore .....
