Home Breadcrumb caret Partner Content Breadcrumb caret Announcements Breadcrumb caret Events IBAO Webinar: 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 […] By Samantha Chang | November 28, 2024 | Last updated on January 29, 2025 1 min read 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. REGISTER Event Details: Start Date: 02/04/2025 End Date: 02/04/2025
