Risk Management

• Reduce E&O exposure
• Dispute resolution
• Verbal instructions
• Audio signatures

Reduce Errors and Omissions (“E&O”) Exposure

blueButler iDR delivers core fundamentals to eliminating Errors and Omissions and E&O liability.

100% recording – iDR ensures that every phone call with a client is recorded and easily accessible by all authorized staff. Anyone can review the details of phone call discussions with the client by simply clicking a button to playback the recording. This instant recall allows staff to catch errors before they are made – double-checking the client’s actual instructions before a policy is issued.

Instant Online Audits – iDR empowers your audit process by allowing managers to click-to-review the actual client call on any policy that is flagged as a high “risk” or over a specified amount. This empowers managers to verify that the policy details were captured correctly and avoid potentially expensive mistakes in interpretation of the policy issued.

Complete Voice Transaction History – iDR provides a “Google-like” search of the complete history of all client discussions that enables you to verify if an error or omission actually occurred. This fast and easy method of recalling the exact instructions given by the client lets you resolve disputes before they escalate, not only avoiding the E&O liabilities, but also enables you to keep your customers happy in potentially hostile situations while freeing valuable management time for other activities.

Audio Signatures

New customer business is often lost between the time a quote is provided and the signed documents are finalized. Call recording enables you to bind the business over the phone using a secure “audio signature” when the quote is given to the client. You book the business ahead of the time it would take to receive the signed documents from the client and you eliminate the chance of that business going to the competition.