EO Loss Control

The Big ‘I’ Publishes M&A Handbook to Reduce Agency E&O Claims 

Resource provides training and checklists to manage E&O risk during ownership transitions.

Cropped shot of team of company workers joining cogwheels on office table as metaphor for collaboration, teamwork, good business system, finding working solutions and effective management

The Importance of Understanding Insurance Carrier Financial Ratings 

Most consumers consider the cost of insurance premiums as their main buying criteria. The main factor that insurance buyers should consider as they price shop their insurance, however, is the…

Small Figures with arrow and dollar signs. Customer Acquisition Cost or monetization concept.

Five Top Tips to Prevent the Most Frequent Errors & Omissions Claims Against Insurance Agencies 

Insurance professionals face several challenges today, from staffing constraints to increasing errors & omissions (E&O) allegations. Of course, while staffing challenges can impact E&O claims, even your most respected customer service representative or your most influential…

Progress process concept. Agile evelopment attainment, motivation, growth concept. Business concept of goals, success, achievement and challenge. White paper airplanes under construction on blue background.

Five Top Tips to Prevent the Most Frequent Errors & Omissions Claims Against Insurance Agencies 

Insurance professionals face several challenges today, from staffing constraints to increasing errors & omissions (E&O) allegations. Of course, while staffing challenges can impact E&O claims, even your most respected customer service representative or your most influential…

Progress process concept. Agile evelopment attainment, motivation, growth concept. Business concept of goals, success, achievement and challenge. White paper airplanes under construction on blue background.

Point of View from an Insurance Expert Witness

This expert witness jumped headfirst into her line of work. As she learned more about the insurance business from a legal standpoint, she was concerned to see how exposed agents…

Young creative dedicated startup team preparing for presentation of business project and discussing ideas while working together at table with paper draft

Does an E&O Audit Make Sense for Your Agency?

Why would an agency owner want to undertake an agency errors & omissions audit? Read this auditor’s top reasons an agency should embrace the practice of an internal audit by…

Folded Paper art origami. Two Businessman shaking hands on a business deal opportunity.Paper craft 3D illustration.

Underinsurance, A Hard Market, and Climate Change

Almost two years ago, the author authored the article “An Agent Call to Action: Underinsurance” which appeared in this publication as well as a couple of other blogs. Essentially, he…

a sunset over the Dolomites in Trentino

Smart Website Safety to Avoid Errors & Omissions Claims

Insurance agents’ website and marketing collateral wording continue to generate errors & omissions claims. This article provides insights into the management of your website wording. Remember, few copywriters or social…

Avoiding Agency E&O Claims with Signed Documents – Safe, Safer, Safest

Most agency errors & omissions claims have some commonality. This article presents a few examples you can use to prevent a potential claim against your agency when managing client signatures.

Global business, internet network connection, IoT Internet of Things, business intelligence concept. Busines global network, futuristic technology background. AI generative