Agent Development Webinar- If It's Not Documented, It Didn't Happen...

This course shows insurance professionals how better documentation supports client service, strengthens E&O defense, and reduces agency risk. Participants will learn what belongs in the client file, how documentation affects claims and defense strategy, and which high-risk situations require clear written follow-up.

Speaker: Nettie Ardler
Date:  Wednesday June 24, 2026
Time: 1:00 PM - 2:00 PM
CE Credits: 1 HR of Ethics Credit