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This guide provides insurance agencies with a compilation of problematic phrases commonly found on websites, social media, and marketing materials that could lead to errors and omissions claims. It offers suggested alternatives to help improve wording and mitigate risks associated with client communications.
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Begin by identifying the context in which you need to consider what not to say.
02
Make a list of potential phrases or statements that could be offensive or inappropriate.
03
Review common communication pitfalls in the specific situation (e.g., workplace, personal relationships).
04
Understand cultural sensitivities and avoid stereotypes or generalizations.
05
Seek feedback from trusted colleagues or friends about your phrasing.
06
Edit your statements to remove any negative or harmful language.
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Practice delivering your message without the identified phrases.

Who needs what not to say?

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Anyone engaging in public speaking or presentations.
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Community leaders working to maintain inclusion and respect.
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People involved in conflict resolution or mediation to ensure productive dialogue.
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What Not to Say refers to a specific set of guidelines or standards that outline phrases or comments to avoid in communication to maintain professionalism and respect.
Individuals or organizations that are involved in regulated communications or that fall under certain professional guidelines are required to file what not to say.
To fill out what not to say, one must reference the specific forms or documentation provided by the governing body that outlines prohibited phrases, and ensure adherence to their guidelines.
The purpose of what not to say is to promote effective and respectful communication, to prevent misunderstandings, and to maintain a professional environment.
Information that must be reported typically includes prohibited phrases, context in which they should be avoided, and any relevant examples that illustrate the guidelines.
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