Page 148 - The UnCaptive Agent
P. 148
TOOLS YOU’LL NEED AND WHEN YOU’LL NEED THEM 121
applications, claims information, and other documents
relevant to the underwriting and servicing of policies.
You should consult your attorney for guidance on the
appropriate length of time to retain these documents.
You should also consult your attorney on how long
you should maintain records of written and electronic
correspondence (email).
