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Insurance Sales Objection

Our errors and omissions carrier requires approval for any new system that touches client data.

3 responses
anchor
Thanks

"We have an E&O carrier approval package ready — SOC 2 documentation, data architecture overview, security practices. We can submit to your carrier and typically get approval within 2-3 weeks."

probe
Thanks

"Which E&O carrier, and what's the approval process — do they have a specific form or is it more of a review package? I want to understand the path so we can navigate it efficiently."

validate
Thanks

"E&O carrier approvals are routine for our platform — we're already approved by the major carriers. Your carrier likely has a standard process for reviewing technology vendors. Let's start the conversation with them."