Commit To A Policy Review Habit
Create a specific if-then commitment for reviewing one policy before answering coverage questions.
Review one insurance policy before answering a coverage, deductible, exclusion, or endorsement question. policy review for a real claim, renewal, certificate request, or coverage question When I receive [specific insurance question], I will open [specific policy/form], check [declarations, grant, exclusions, conditions, endorsements], and write [one coverage note or unresolved-question list] before I reply. In 2 days, check whether the policy review happened and what you found before answering. A property claim question where an endorsement or sublimit may change the answer. A certificate request where the client asks for wording not currently shown on the policy. A renewal review where…
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