“These last couple of months have been some of the first months that we have had that budget line versus actual variance down to every single GL.”
KS
Katelyn Stienen
FP&A Today ·
Fall Line Specialty · Profiles in Risk · Rob Reynolds, Founder & CEO and Michelle Middleton, COO at Fall Lines Specialty - PIR Ep. 867
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Recommend agents assess multiple lines of insurance (GL, DNO, umbrella) for AI liability exposure rather than relying on a single policy
“These last couple of months have been some of the first months that we have had that budget line versus actual variance down to every single GL.”
“If the board disregards the external auditor report, their DNO policy can get canceled.”
“There is not one person involved in that self-assessment. There's multiple people. They know different things and are aware of different processes and policies.”
“Our business, Pro Solution, we would recommend less insurance than most other financial advice firms”
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