Coverage Adequacy Review

$18

Copied to clipboard.

Why this works

Annual coverage reviews are the highest E&O risk event in insurance servicing — and the highest retention event when done well. A scorecard format makes the conversation productive rather than a vague 'is everything OK?'

Risks & review

Coverage recommendations must be documented and declined-coverage must be signed off by the policyholder. Standardize the documentation process before deploying coverage review scripts at scale.