Technology & Workflow

Because technology changes rapidly, so too does workflow. These tools will help you keep up with both evolving technology and workflow best practices.

Agency Guide to E&O Loss Control & Workflow

  • Why worry about E&O?
  • What to do if you have an E&O claim
  • Targets for E&O claims
  • How to Develop a procedures manual
  • Implementing an E&O Loss Control Program
  • How to conduct a self-audit

System Security and Privacy Compliance

Resources to help you manage your information technology risks and comply with the expanding regulations for protecting personally identifiable information.

Agents Council for Technology

ACT_logoThe Agents Council for Technology has a robust section of its website devoted to advanced agency workflows. 

Included is the "Best Practices Guide to Agency Business Processes & Information Management," detailing property, casualty and benefits workflow steps adaptable to any agency size or technological advancement.



Angela Ford
Continuous Improvement Director

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Best Practices Series

Access insightful best practice publications on an array of insurance topics, including:

  • Certificates of Insurance
  • Roof Claims Issues
  • Avoiding Hurricane E&O Claims
  • Insuring Condominiums
  • Personal Lines Best Practices
  • Working Relationships Between Wholesalers & Retailers
  • Managing Markets