Facts: Independent Insurance Agent EB hired the Bertolino LLP to respond to a complaint filed by Allstate Insurance with Texas Department of Insurance. This complaint was that Client answered “No” to a question about whether the policy-holder was a previous Allstate customer. Client responded that it was because her initial Allstate trainer trained her to do that.
Outcome: After the firm responded with an answer showing that Client had never written an improper policy, Texas Department of Insurance closed EB’s matter without any sanction on her license and kept confidential the details of the investigation from the public. She was issued a confidential written warning regarding her insurance activities and was advised to comply with all Insurance regulations in the future.
