Implementing an E&O Loss Control Program
An E&O Loss Control Program could reduce your exposure!
View the E&O Loss Control ProgramAn Agency Guide to E&O Loss Control
- To encourage you to develop a comprehensive Agency Procedures Manual, if your agency does not now have one, and to provide you with the tools to do so.
OR
- To encourage you to give your current Agency Procedures Manual a critical review, if your agency already has one, and consider making revisions in accordance with recommendations presented in the guide.
- To help you obtain expert advice on the recommended procedures for a particular agency function.
Why Worry About E&O?
Guide to Best Practices approach to E&O
What to do if you have an E&O claim?
Guidelines for handling an E&O claim
Management and Operations - A Two-Pronged Approach
Management philosophy and operational excellence
How to Conduct a Self-Audit
Check out one of the most valuable E&O loss prevention tools
How to Develop a Procedures Manual
Developing written procedures for your agency
Insurance Agents: Targets for E&O Claims
A short history of E&O exposure development
The Client Lifecycle – Agency Workflow Sections
- The following sections of the guide follow a client from “cradle to grave,” representing transactions and workflows in the typical independent agency.
- Regardless of the nature of the transaction, proper documentation is essential and the establishment of consistent procedures is key to being able to defend an E&O claim.
- Each section contains the tools you need to develop Best Practices procedures for the particular workflow.