Use the following checklists to help identify coverage gaps, document conversations, and reduce your E&O exposure—all while delivering better service to your clients.
Why use checklists?
- Avoid E&O exposures by documenting your process
- Build trust with clients by showing diligence and attention to detail
- Stay sharp by reinforcing complex coverages
- Drive value by helping clients understand what they have and what they might be missing
Please Note: These checklists are samples only and not exhaustive to every exposure. Please adapt them as necessary to best meet the needs of your team and clients.
Sample Coverage Checklists (courtesy of Big "I's" E&O Guardian website)
- Business Income Checklist
- Business Owners Policy Checklist
- Commercial Lines Coverage Checklist
- Commercial Property Checklist
- Commercial Umbrella
- Contractors
- Contractual Review Checklist
- Crop Checklist
- Dwelling
- Environmental Impairment Checklist
- Farm & Ranch Coverage Checklist
- Life & Health Coverage Checklist
- Mergers & Acquisitions Checklist
- PAP
- Personal Lines Coverage Checklist
- Personal Umbrella
- Professional Liability
- Workers' Comp Checklist
