A periodic review of your agency's business practices can give you an understanding of what procedural breakdowns may be occurring within the agency. Included on this page is information on Agency E&O Audits (fee based) as well as Agency E&O Self-Assessments (free).
Consistency in practices and procedures regarding how business is done is a critical component in E&O claims prevention. Coverage checklists, disclaimers, sample procedures and sample customer letters are just some of the valuable tools you can utilize to help prevent claims in your agency.
Easy to use tips targeted at different positions in the agency, along with printable flyers of what you should ALWAYS do and NEVER do, suitable for your agency bulletin boards.
We are providing the coverage checklists for general informational purposes only. The sample checklists are not intended to provide specific advice about legal, business or other questions and should not be relied upon as such. If specific legal or other expert advice is required or desired, the services of an appropriate, competent professional, such as an attorney, should be sought to ensure that any language used complies with applicable law and is appropriately tailored to the circumstances.
