Risk Management

Short, but very informative clips with practical tips in risk management.

Courtesy of Pearl Insurance.

Shift The Risk.
Know Your Role.

Don't Oversell It.
State ONLY the Facts.

Relay on Documentation.
Keep Good Records.

Use All Required Disclosures.
Avoid Conflict of Interest.

Follow Company Procedures.
Don't Be a Rogue Agent.

Use Your Brokerage Email
For All of Your Business Communications.