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Resources

Resources Cloud.pngIIABA and Swiss Re Corporate Solutions work hard to continuoulsy provide information that helps policyholders manage their E&O exposure and more effectively run their agency.  Contained in this section is a wealth of valuable materials focused on E&O related issues.  ​​​

ACT is a partnership of independent agents & brokers, companies, technology vendors, user groups and associations, dedicated to driving accelerated consistent IA technology workflow improvements.
Big 'I' Virtual University is your link to insurance research. Find coverage analysis, sample forms, court cases, white papers and resource centers on topics important to your agency.
Exclusive on-line provider for approved E&O risk management content.

VRC

The Big “I” Virtual Risk Consultant (VRC) powered by Rough Notes is a web based sales and service resource designed to help your agency better serve your customers. The VRC improves agency staff’s knowledge of client/prospect operations enabling them to better identify and cover client exposures, leading to increased sales.
Knowing your legal duties as an insurance agent is critically important. It serves as a baseline for performance and establishing your approach to serving your customers. It is a balancing act of meeting the insurance needs of your customers while managing your agency's E&O exposure and and any increases in the required standard of care.
This survey offers more perspective into the agent’s E&O litigation environment and gives real-world feedback from the outstanding attorneys on the front line defending your interests.
'A Practical Guide to Agency E&O Risk Management' is a comprehensive reference guide of materials relating to agency E&O risk management. Agencies can download the guide to share with employees in the agency.
Various factors should be taken into account when determining your record retention policy. Swiss Re Corporate Solutions has issued a statement regarding their approach to this complicated issue.