Errors & Omissions Protocol
Document with notes every conversation and tasks
Conversation with our agent
Pull the file review with agent
Conversations with client
Conversations with other broker
Conversations with Attorney(s)
Remember time is of the essence
If served, call the attorney serving and comply with directions within the subpoena. Also notify your E&O provider.
Continue to resolve issues.
If you do not get removed from the suit or it doesn’t get dropped or resolved contact E&O and make an official claim.
MCA to create spreadsheet to track monthly billing