Note Taking to Protect Your E&O

Through real-world examples, you’ll gain valuable insights into the best practices for crafting notes that stand up to scrutiny and support your decision-making processes.

Objectives:
By the end of this session, participants will be able to:

• Identify the key elements that should be documented in client interactions
• Understand how proper note-taking helps mitigate E&O risks
• Describe the best practices for phrasing and structuring notes
• Recognize when and how notes may be used as evidence
• Implement strategies to improve accuracy and completeness in documentation

Recommended for all brokers.