Skip Ribbon Commands
Skip to main content
OTHER PAGE

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?"

Big ‘I” members must be logged in to view all the content on this page.
 

image 
 
​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

Follow Us!

​Empowering Trusted Choice®
Independent Insurance Agents.