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E&O SHIELD ACTIVE
3

Good morning, Jane.

Monday, March 17, 2026 · Mitchell Insurance Agency

Active E&O Alerts

3

+1 today

Clients Reviewed

12

this week

Docs Auto-Filed

28

this month

Coverage Gaps Found

7

pending review

Active Alerts

3 unresolved

Smith Manufacturing LLC

E&O Alert

GL policy excludes cyber events. Client asked about cyber coverage on call.

2m ago

Rivera Auto Group

Coverage Gap

Fleet policy renewal in 14 days. No umbrella coverage detected.

18m ago

Patel Dental Group

Documentation

Call transcript ready for review. 3 action items pending AMS push.

1h ago

Recent Clients

SM

Smith Manufacturing LLC

4 policies · Today

High
RA

Rivera Auto Group

2 policies · Yesterday

Medium
PD

Patel Dental Group

3 policies · 2 days ago

Low
CF

Chen Family Trust

5 policies · 3 days ago

Low

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Applied Epic AMS360

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Carrier Portals

Email & Documents

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