Back What does everyone use for checklists? Where do you get them?

I am curious about how everyone handles checklists. We have all been told and told that we need to use checklists and have them signed for every policy that we write, but how many people actually do this and more importantly to me, where did you get your checklist and how often do you update it? We have a checklist that one of the instructors at an E&O education seminar uses in his own business, but to me it tries to cover too much in one checklist...i.e. multiple policy issues. Discussion? Resources? Ideas?

We use the IRMI checklists, they are broken down by line of coverage. website is www.irmi.com

Do you have access to Once & Done or SAGE? These have good checklists for use.

We also use IRMI and Sage. We also have a set from the BIG of TX agent association and a set from our E&O carreir, Westport now Swiss Re and yes we use them !! You may want to check out Grace Bauer also, she is a consultant, can find her on the web.

We have several we use that we got either from PIA or IIA there is one for policies one for endorsements