Thorough documentation is critical to defending against errors and omissions (E&O) claims. Verbal communications – whether over the phone or in person – are often inadequately recorded, resulting in potential disputes about what was said.
It is advisable to confirm verbal discussions with written correspondence to the client, outlining the topics covered and any required actions, and recommending they contact their agent should any aspect be unclear or incorrect. This practice can help prevent misunderstandings and serves as valuable protection in the event of a claim.
