RELAX . YOU ’ VE ALREADY OFFERED ALL OF YOUR CLIENTS A PERSONAL UMBRELLA .
RIGHT ?
Can you relax knowing you ’ ve done everything in your power to protect the customers who trust you ? Offering each and every client a personal umbrella doesn ’ t only protect those who purchase the coverage . If you document that you offered an umbrella , even if your client doesn ’ t purchase it , that documentation can help protect your agency against a “ failure to offer ” E & O claim .
DOWNLOAD A CUSTOMIZABLE UMBRELLA OFFER / DECLINE FORM AT WWW . INDEPENDENTAGENT . COM / RLI .
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