E&O Best Practice for Provider Drop-Down

December 19, 2023 at 11:27 AM / by APEXA Training Team  /  2 minute read

APEXA Tips & Tricks Dec 2023

As an Advisor, when adding or editing an E&O policy, you may be wondering what exactly APEXA is looking for in the E&O Provider drop-down menu? Let’s break it down for you.

When reviewing the physical E&O certificate issued by your provider, you may notice a bolded name at the top of the document. This is often the logo or name of the brokerage or agency that issued the coverage but is NOT the actual E&O provider. If you continue to read on, you should see a name labeled with terms like ‘insurer’ or ‘provider.’ This is the name you should search for in the drop-down menu on APEXA.



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Topics: Tips & Tricks

APEXA Training Team

Written by APEXA Training Team

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