Question: On a day when a client calls and asks for a certificate of insurance to be immediately issued and electronically sent by the close of
On a day when a client calls and asks for a certificate of insurance to be immediately issued and electronically sent by the close of day to the certificate holder, which is the correct course of action for a producer to take?
A
Issue and email the certificate, and then call the insurance company the next day to add coverage because the coverage that the producer showed on the certificate was not included in the policy
B
Issue and email the certificate based on the producers memory of what the policy covers
C
Issue and mail the certificate, then review the policy the next day to ensure that the coverage in the policy matches the coverage that was requested for the certificate
D
Review the policy to ensure that the policy coverage matches the coverage that was requested to be shown on the certificate, then issue and email the certificate
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