DOCUMENT THE DECISIONE&O Conversation Documentation ChecklistCreate a clearer file record of recommendations, client choices, unresolved questions, and follow-up. Print or save as PDFAgencyPrepared byDateAccount or referenceConversation factsDate, time, and participantsReason for the conversationClient facts providedMaterial changes discussedQuestions asked by the clientDocuments or illustrations reviewedOptions and decisionsOptions presentedImportant limitations discussedClient selectionDeclined coverage or limitsQuestions requiring carrier confirmationNo guarantee of coverage or claim outcome statedFollow-throughWritten recap sentApplications and signatures completedCarrier response documentedRequested documents receivedOpen task, owner, and due dateFinal policy or endorsement reviewed