Big “I” Sample Agency Procedures Manual
The Sample Agency Procedures Manual is a personal and commercial lines workflow template. If you decide to implement this manual, you must customize it to your agency’s procedures, and once customized and implemented, you follow it. Failure to track and update your written procedures when practices change can result in a client alleging errors and omissions claim against your agency.
We recommend you begin by downloading the template document then read the general instruction for your agency’s management team.
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