Risk Management Materials

Risk Management Resources

Below you will find a variety of risk management materials designed to minimize potential losses.

Resources for Real Estate Agents

Useful Links for Texas Real Estate Agents
Best Practice Tips for Real Estate Agents
Ten Ways to Avoid Lawsuits Against Real Estate Agents
Tips for Real Estate Agents When Handling As-Is Transactions

Resources for Insurance Agents

Best Practices for Insurance Agents and Brokers
Useful Links for Insurance Agents
Best Practices for Policy Renewals Post Covid

Resources for Attorneys

Attorneys Communication With Clients
Attorneys Supervising Attorneys and Non-Attorneys
Attorneys Client Matter Selection
Attorneys Documenting the File
Links for Attorneys

Resources for Accountants

Accountants Engagement Agreements
Accountants Responding to Subpoenas
Accountants Limiting the Scope of Engagement
Accountants Confidentiality of Client Communications
Accountants Client Records