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Jan 09
E&O Agency Self-Assessment Toolkit

Courtesy of our friends at the Independent Insurance Agents and Brokers of America

Thanks to the efforts of our national association to provide its members with excellent resources, we're thrilled to pass along these outstanding tools to help assess your agency's exposure to potential E&O loss and focus on the management of that risk.

E&O Agency Self-Assessment Worksheets available for your use are:

  • Cancellation and Non-Renewal
  • Certificates
  • Claims
  • Marketing and Selling
  • New Business
  • Policy Audit
  • Policy Changes
  • Renewals
  • Surplus Lines and Non-Standard Markets
  • Technology​

E&O Self-Assessment Toolkit


Looking for something like this and don't see it? We're here to help! 

Contact us at agencyopps@BIGiOK.com


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