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Do Agencies Need to Archive Policy Forms?

A recent issue of our IIABA "Insurance News & Views" email newsletter included an abbreviated version of a VU article entitled "Lost Policies…No Coverage?" The article included the statement that, “The agency, from both E&O and customer-service perspectives, should keep an archived copy of policies indefinitely.” As one of our IN&V readers asked, "Why do agencies need to retain copies of policy forms when our insurers do that?"

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