Agency Self-Assessment

A quick check up for your agency's workflows and procedures

How is your agency doing from an E&O perspective? The free agency E&O self-assessment provided below walks you through all aspects of the business cycle, from writing new business to processing claims. It will provide you with a good understanding on where your agency workflows and procedures need attention. When completed by different staff members, it can provide an indication if procedures are consistently being followed. Click and download the below documents to get started.

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