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Claim Prevention

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Agency Management

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).
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Agency Procedures

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.
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Tips

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.
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