Advice on staying out of court from Insurance Broker

The following brilliant advice on limiting insurance claims and staying out of court:

  • Always work to Letters of Appointment; if you work with me you’ll be asked to sign a written agreement
  • Maintain an effective diary system; I write every meeting down by hand
  • Avoid free advice! This is why I charge for every initial consultation
  • If relying on Specialists ensure Client knows where advice came from. As I’ve said a million times I’m confident I can design well – it’s the things I cannot control such as the percolation of the land that can scupper your project.
  • If the Practice can no longer cope with small clients, get rid of them! Luckily I’m coping OK at moment!
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