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Step 7 | Deliver the Policy

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Step 7 | Deliver the Policy

If your client doesn’t get their policy and has a claim that gets denied – you could have an E&O issue: 

Refer to below image and discussion about Procedural vs. Knowledge Based Errors on pages 36 and 37 on linked E&O Risk Management PDF.

Just deliver the policy.  Either get the e-delivery acceptance form signed and email it (and make a note that you sent it) – or deliver it in person.  It might give you a chance to cross sell other business or make sure that things are going smoothly. 

At this point, you are close to having the sales process wrapped up. Just don’t forget Step 8 Service the Policy.

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