Sample Proposal and Quote Procedures

E&O Loss Control Guide

• Why Worry About E&O?
• What to Do If You Have An E&O Claim
• Management and Operations - A Two-Pronged Approach
• Implementing an E&O Loss Control Program
• Insurance Agents: Targets for E&O Claims
• How to Develop a Procedures Manual
• Marketing and Selling
• New Business
• Policy Changes
• Claims
• Renewals
• Cancellations and Non-renewals
• Certificates of Insurance
• Policy Audits
• Technology Issues and E&O
• Other Issues
• E&O Alert
• Sample Letters - Marketing and Selling
• Sample Proposal and Quote Procedures
• Best Practices for Using Wholesalers
• Understanding Surplus Lines
• How to Conduct a Self-Audit
• Ten Things You Don't Want to See in Your E&O Policy
• Carrier Insolvency
• Sample Disengagement Letter