Episode Details

As an insurance agent, remaining compliant is a top priority in order to prove that you’re trustworthy to your clients. Today, we’re going to be teaching you what to look out for to make sure you avoid agent negligence.

 

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Resources:

Do's and Don'ts of Medicare Compliance 

Getting Started Selling Medicare Supplements

The Complete Guide to Client Loyalty and Retention

Why Trust Is an Insurance Agent's Most Important Non-Renewable Resource

 

References:

Insurance agent & broker negligence. Gump, Faiella & Bugalski. (2024, September 20). https://www.centralmolaw.com/services/other-practice-areas/insurance-agent-broker-negligence/.  

McDuffy, T. (2025, October 20). Negligence and the “reasonable person” . FindLaw. https://www.findlaw.com/injury/accident-injury-law/standards-of-care-and-the-reasonable-person.html.  

National Archives and Records Administration. (n.d.-a). Subpart V—Medicare Advantage Communication Requirements. Code of Federal Regulations. https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V.  

National Archives and Records Administration. (n.d.-b). Subpart V—Part D Communication Requirements. Code of Federal Regulations. https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V.  

Understanding insurance broker negligence. Rah Law. (2023, December 14). https://www.rah.law/understanding-insurance-broker-negligence/.  

What is insurance law?. Super Lawyers. (2025, October 8). https://www.superlawyers.com/resources/insurance-coverage/.  

When do an insurance agent’s actions constitute negligence? Glickman & Glickman. (2025, September 29).