Author
Compliance officer, Harbor Mutual
Member help
Logged the day it arrives, acknowledged within two working days, owned by a named person, reviewed against dated sources. The procedure is short because the hard part is following it when the member is upset.
Tess Nakamura · Compliance officer, Harbor Mutual · · 3 min read
Compliance
The simplest way to stop people quoting an old rate is to delete the old sheet. We do the opposite: keep it, mark it superseded, and restrict who can open it. Here is why the audit trail wins.
Tess Nakamura · Compliance officer, Harbor Mutual · · 4 min read
Compliance
No. A quote is a sentence about a document. An approval is a decision about a member. Keeping them apart is the simplest piece of compliance we do, and the one most often blurred in a friendly conversation.
Tess Nakamura · Compliance officer, Harbor Mutual · · 3 min read