{"id":38,"date":"2025-11-21T15:58:58","date_gmt":"2025-11-21T15:58:58","guid":{"rendered":"https:\/\/www.independentagent.com\/groupsite\/?page_id=38"},"modified":"2026-06-02T14:40:28","modified_gmt":"2026-06-02T14:40:28","slug":"eoadmin-program-news","status":"publish","type":"page","link":"https:\/\/www.independentagent.com\/groupsite\/eoadmin-dashboard\/eoadmin-program-news\/","title":{"rendered":"EO Program News"},"content":{"rendered":"\n<div class=\"header has-background has-primary-background-color header--cover header--min-height-none header--text-left header--width-default\">\n\t\t\t<figure class=\"header__media\" role=\"presentation\">\n\t\t\t\t\t\t\t\t<\/figure>\n\t\n\t<div class=\"header__layout\">\n\t\t\t\t\t\n<div class=\"header__content\">\n\t\n<h1 class=\"header__title\">EO Program News<\/h1>\n\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><\/div>\n\n<\/div>\n\n\t\t\t<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide is-layout-70-30 is-layout-flex wp-container-core-columns-is-layout-a59044aa wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-right:var(--wp--preset--spacing--small);padding-left:var(--wp--preset--spacing--small);flex-basis:30%\"><nav class=\"aside-navigation\"\n\t\t\taria-labelledby=\"aside-navigation\"\n\t>\n\t\t\t<h2 id=\"aside-navigation\" class=\"aside-navigation__label\">Quick Links<\/h2>\n\t\t\n<ul class=\"aside-navigation__items\">\n<li class=\"aside-navigation__item\"><a class=\"aside-navigation__link\" href=\"https:\/\/www.independentagent.com\/groupsite\/eoadmin-dashboard\/\">EO Admin Dashboard<\/a><\/li>\n\n\n\n<li class=\"aside-navigation__item\"><a class=\"aside-navigation__link\" href=\"https:\/\/community.independentagent.com\/communities\/s\/discussions\" target=\"_blank\" rel=\"noopener noreferrer\">Discussions<\/a><\/li>\n\n\n\n<li class=\"aside-navigation__item\"><a class=\"aside-navigation__link\" href=\"https:\/\/community.independentagent.com\/communities\/s\/calendar\" target=\"_blank\" rel=\"noopener noreferrer\">Calendar<\/a><\/li>\n\n\n\n<li class=\"aside-navigation__item\"><a class=\"aside-navigation__link\" href=\"https:\/\/community.independentagent.com\/communities\/s\/discussions\">Files<\/a><\/li>\n\n\n\n<li class=\"aside-navigation__item\"><a class=\"aside-navigation__link\" href=\"https:\/\/www.independentagent.com\/groupsite\/eoadmin-eopc-materials\/\">EOPC Materials<\/a><\/li>\n\n\n\n<li class=\"aside-navigation__item\"><a class=\"aside-navigation__link\" href=\"https:\/\/www.independentagent.com\/groupsite\/eoadmin-program-news\/\">Program News<\/a><\/li>\n\n\n\n<li class=\"aside-navigation__item\"><a class=\"aside-navigation__link\" href=\"https:\/\/community.independentagent.com\/communities\/s\/discussions\">Touchpoint Recordings<\/a><\/li>\n\n\n\n<li class=\"aside-navigation__item\"><a class=\"aside-navigation__link\" href=\"https:\/\/www.independentagent.com\/groupsite\/eoadmin-case-studies\/\">Case Studies<\/a><\/li>\n<\/ul>\n<\/nav>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-right:var(--wp--preset--spacing--small);padding-left:var(--wp--preset--spacing--small);flex-basis:70%\">\n<p class=\"has-h4-variant wp-block-paragraph\">What are the steps to take if a carrier you place business with has been placed into receivership\/rehabilitation?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you have a situation where a carrier you place business with has been placed into receivership\/rehabilitation by the state&#8217;s Department of Insurance, these are the recommended steps to take:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Run a list of clients from your agency management system.<\/li>\n\n\n\n<li>Call the clients to advise them of the financial situation with the carrier. Advise them they will receive a letter from you regarding the matter.<\/li>\n\n\n\n<li>Mail a letter to the client. Sample is available on the E&amp;O Guardian website. If the Receiver\/Rehabilitator has issued an FAQ document in relation to the carrier&#8217;s situation that can be shared with policyholders, we recommend including it with your letter.<\/li>\n\n\n\n<li>There is no need to mail the letter Certified. The mailbox rule is a legal principle which states once something is mailed, it can be presumed to have been delivered. Thus, the burden shifts to the receiving party to show that the letter was not sent, or sent to the wrong address, etc. You can also send an email, as long as you retain a copy of what was sent, and to which email address it was sent.<\/li>\n\n\n\n<li>If a client does not respond to the letter with their chosen action, the agent can treat it as the client wishes to wait until policy expiration to move their coverage. You will want to diary to follow up with the client prior to expiration to inquire about quoting replacement coverage.<\/li>\n\n\n\n<li>The agency should document all communications with clients as well as the carrier\/Receiver\/Rehabilitator during this process.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">We have developed two sample letters that can be used in this situation, as well carrier downgrade.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/eoadmin.iiaba.net\/files\/1107893\/preview\"><em>EO-GUARDIAN-SAMPLE-CARRIER-Receivership or Rehabilitation by DOI-LETTER.docx<\/em><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/eoadmin.iiaba.net\/files\/1107894\/preview\"><em>EO-GUARDIAN-SAMPLE-CARRIER-DOWNGRADE-LETTER_2023.docx<\/em><\/a><\/p>\n\n\n\n<p class=\"has-h4-variant wp-block-paragraph\">How to be a Closer by Shirley Zelenski<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If there&#8217;s one thing that hasn&#8217;t changed over the decades that we have been working together, it is the goal of writing more business by winning over our competition. To achieve this in such a challenging market, we need feedback and accurate data to keep our product relevant and competitive. We are asking for a commitment from you to help with this, and it&#8217;s pretty easy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Using the simple steps below, we are asking that you close out every quote not taken, and every renewal not renewed in Policy Decisions each month. This will help us provide YOU with collective information about our competition, strategize on how to overcome the loss of business, and win new business. When we run reports out of Policy Decisions, we must have accurate data and that means that you&#8217;re closing out quotes on a regular basis. Closing quotes not taken also guides us in reviewing rate filings, specifically, pricing and what each of you may need to excel.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let&#8217;s help each other to meet our goals. Please, follow the steps attached each month to close out those quotes not taken!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/eoadmin.iiaba.net\/files\/1101183\/preview\"><em>How to Be a Closer 2023.pdf<\/em><\/a><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>What are the steps to take if a carrier you place business with has been placed into receivership\/rehabilitation? If you have a situation where a carrier you place business with has been placed into receivership\/rehabilitation by the state&#8217;s Department of Insurance, these are the recommended steps to take: We have developed two sample letters that [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":0,"parent":2,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"authentication_status":"public","authentication_restrictions":[],"_downloads_block_files":[],"_sponsor_title":"","_sponsor_url":"","_person_author_id":0,"share_enabled":false,"community_list_site":"","bigi_community_list_restrictions":["EO Adminstrators@IIABA","NA - Staff"],"footnotes":""},"class_list":["post-38","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>EO Program News - IIABA Group Site<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.independentagent.com\/groupsite\/eoadmin-dashboard\/eoadmin-program-news\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"EO Program News\" \/>\n<meta property=\"og:description\" content=\"What are the steps to take if a carrier you place business with has been placed into receivership\/rehabilitation? If you have a situation where a carrier you place business with has been placed into receivership\/rehabilitation by the state&#8217;s Department of Insurance, these are the recommended steps to take: We have developed two sample letters that [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.independentagent.com\/groupsite\/eoadmin-dashboard\/eoadmin-program-news\/\" \/>\n<meta property=\"og:site_name\" content=\"IIABA Group Site\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-02T14:40:28+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.independentagent.com\\\/groupsite\\\/eoadmin-dashboard\\\/eoadmin-program-news\\\/\",\"url\":\"https:\\\/\\\/www.independentagent.com\\\/groupsite\\\/eoadmin-dashboard\\\/eoadmin-program-news\\\/\",\"name\":\"EO Program News - IIABA Group Site\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.independentagent.com\\\/groupsite\\\/#website\"},\"datePublished\":\"2025-11-21T15:58:58+00:00\",\"dateModified\":\"2026-06-02T14:40:28+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.independentagent.com\\\/groupsite\\\/eoadmin-dashboard\\\/eoadmin-program-news\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.independentagent.com\\\/groupsite\\\/eoadmin-dashboard\\\/eoadmin-program-news\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.independentagent.com\\\/groupsite\\\/eoadmin-dashboard\\\/eoadmin-program-news\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.independentagent.com\\\/groupsite\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"EO ADMIN Dashboard\",\"item\":\"https:\\\/\\\/www.independentagent.com\\\/groupsite\\\/eoadmin-dashboard\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"EO Program News\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.independentagent.com\\\/groupsite\\\/#website\",\"url\":\"https:\\\/\\\/www.independentagent.com\\\/groupsite\\\/\",\"name\":\"IIABA Group Site\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.independentagent.com\\\/groupsite\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"EO Program News - IIABA Group Site","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.independentagent.com\/groupsite\/eoadmin-dashboard\/eoadmin-program-news\/","og_locale":"en_US","og_type":"article","og_title":"EO Program News","og_description":"What are the steps to take if a carrier you place business with has been placed into receivership\/rehabilitation? If you have a situation where a carrier you place business with has been placed into receivership\/rehabilitation by the state&#8217;s Department of Insurance, these are the recommended steps to take: We have developed two sample letters that [&hellip;]","og_url":"https:\/\/www.independentagent.com\/groupsite\/eoadmin-dashboard\/eoadmin-program-news\/","og_site_name":"IIABA Group Site","article_modified_time":"2026-06-02T14:40:28+00:00","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.independentagent.com\/groupsite\/eoadmin-dashboard\/eoadmin-program-news\/","url":"https:\/\/www.independentagent.com\/groupsite\/eoadmin-dashboard\/eoadmin-program-news\/","name":"EO Program News - IIABA Group Site","isPartOf":{"@id":"https:\/\/www.independentagent.com\/groupsite\/#website"},"datePublished":"2025-11-21T15:58:58+00:00","dateModified":"2026-06-02T14:40:28+00:00","breadcrumb":{"@id":"https:\/\/www.independentagent.com\/groupsite\/eoadmin-dashboard\/eoadmin-program-news\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.independentagent.com\/groupsite\/eoadmin-dashboard\/eoadmin-program-news\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.independentagent.com\/groupsite\/eoadmin-dashboard\/eoadmin-program-news\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.independentagent.com\/groupsite\/"},{"@type":"ListItem","position":2,"name":"EO ADMIN Dashboard","item":"https:\/\/www.independentagent.com\/groupsite\/eoadmin-dashboard\/"},{"@type":"ListItem","position":3,"name":"EO Program News"}]},{"@type":"WebSite","@id":"https:\/\/www.independentagent.com\/groupsite\/#website","url":"https:\/\/www.independentagent.com\/groupsite\/","name":"IIABA Group Site","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.independentagent.com\/groupsite\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.independentagent.com\/groupsite\/wp-json\/wp\/v2\/pages\/38","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.independentagent.com\/groupsite\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.independentagent.com\/groupsite\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.independentagent.com\/groupsite\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.independentagent.com\/groupsite\/wp-json\/wp\/v2\/comments?post=38"}],"version-history":[{"count":7,"href":"https:\/\/www.independentagent.com\/groupsite\/wp-json\/wp\/v2\/pages\/38\/revisions"}],"predecessor-version":[{"id":165,"href":"https:\/\/www.independentagent.com\/groupsite\/wp-json\/wp\/v2\/pages\/38\/revisions\/165"}],"up":[{"embeddable":true,"href":"https:\/\/www.independentagent.com\/groupsite\/wp-json\/wp\/v2\/pages\/2"}],"wp:attachment":[{"href":"https:\/\/www.independentagent.com\/groupsite\/wp-json\/wp\/v2\/media?parent=38"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}