• Obtain applications, quotes, proposals and change requests.
• Preserve communications concerning requested limits and coverages.
• Identify the producer’s role and relationship to the insurer.
• Compare requested coverage with the policy and renewals actually issued.

Source path identified by the Washington master index: https://www.victimsguide.com/wa-insurance-agents-failure-to-procure. The individual source page was not retrievable in this pass; verify the live guide and current Washington primary authority before publication.