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Dec 29
Producer Onboarding, Agency Procedures and More

The Big “I" Professional Liability program prides itself on its robust risk management program, designed to educate policyholders and to provide key information and tools to reduce agency errors & omissions exposure. As a service to all Big “I" members, the Big “I" Professional Liability team created two new materials to assist Big “I" member agencies.

The “Commercial Producer Onboarding Guide," a self-paced learning resource, provides an overview and learning path through 13 core prerecorded “Lightning Learning" risk management webinars. These webinars are essential tools for both new and seasoned commercial producers. The guide highlights typical commercial lines exposures that can create agency E&O claims and provides learning tools to avoid or minimize risk.

The self-paced videos last between eight minutes and 30 minutes and provide insight on understanding and placing various types of commercial coverage. Key points accompany each video, along with a link to download each webinar's slide presentation. We selected topics based on common agency E&O claims managed by the Swiss Re claims team. We encourage agency leaders to require all commercial lines staff to complete the modules.

The “Sample Agency Procedures Manual" is a template designed for both personal and commercial lines agency workflow. It is critical that if you implement this manual, you customize it to your agency's procedures—and that once customized and implemented, you follow it. Failure to follow your written procedures and to update the manual when procedures change can result in a client alleging an E&O claim against your agency.

We recommend you begin by downloading the template document, then reading the general instructions for your agency's management team.

Access to both of these resources requires logging in with Big “I" membership credentials to download.

Learn more about Big “I" Professional Liability by connecting with your state association's dedicated Big “I" Professional Liability program manager.


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