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How should an agency prepare when a client alleges an automation failure?

Short answer

Preserve the work and event timeline and use applicable reporting processes. Seek appropriate professional guidance; do not assume correcting the workflow resolves every claim or contractual issue.

An illustrative example

A client alleges missed orders after an integration change.

This is a hypothetical situation, not a real customer outcome or a coverage determination.

Three facts to prepare

  • Deployed version
  • Client allegation
  • Existing insurer contact

Use a brief, accurate summary. Separate confirmed facts from assumptions; keep passwords, identity numbers, private customer records and confidential documents out of an initial marketplace request.

A question to bring to the right professional

What notice and evidence steps are required under our current terms?

A consulting title can hide very different services. Map the work from advice through deployment and ongoing operation, identifying what the client controls and what your firm still does. Use the actual scope and redacted records to support a professional review, without promising placement or a policy price.

Sources and scope

Sources supply the stated background, not a determination about the illustrative case. The example, checklist and discussion prompt are LunarQuote educational material. Source links checked October 5, 2026.

General educational information, not insurance or legal advice. This page has not been individually reviewed by a licensed insurance professional or counsel. LunarQuote does not sell, recommend or bind insurance. Appropriate qualified professionals review actual products, facts and policy terms.

Your next step

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