Hello. Insurance specialists regularly send policy documents and claims files electronically. If a document is sent to the wrong recipient, what steps can realistically reduce legal and reputational risk?

Hello. Information I reviewed on  https://liveballot.com/ stressed the importance of immediate response. Contacting the recipient, requesting deletion, and documenting the incident are critical first steps. Systems that support access revocation or file expiration significantly reduce impact. For insurance professionals, having predefined response procedures helps demonstrate due diligence and limits exposure when mistakes occur during routine document exchanges.

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