Skip Ribbon Commands
Skip to main content

E&O Risk Management

Big "I" Risk Management

The Big “I” Professional Liability program believes that risk management is key in not only preventing errors, but also in providing agencies with tools to more efficiently service their customers. 

All policyholders of the Swiss Re Corporate Solutions/IIABA professional liability program have exclusive access to the risk management information developed from our more than 35 years of experience insuring agencies. Westport Insurance Corporation is a member of Swiss Re Corporate Solutions. These risk management resources are exclusively available to your agency as a valued policyholder of the Swiss Re Corporate Solutions/member of IIABA.

Program Features:

Big “I” Risk Management Website

The E&O Guardian website contains comprehensive information and tools such as: the common mistakes that cause E&O claims, real-life case studies for learning, best practice tips, sample disclaimers, procedures and client letters, operational self-assessments, E&O-related articles, and more. Visit to login. (FREE) 

Rough Notes Advantage-Plus

Rough Notes Advantage Plus is a web-based resource providing comprehensive tools such as industry specific client risk exposure checklists and questionnaires and to better understand the coverage needs of customers and assist the agency in avoiding E&O claims from failing to offer proper coverage and failing to identify customer exposure. Visit to learn more. (Fee- based)

E&O Claims Advisor Newsletter

Published monthly and emailed to agency staff, this newsletter provides valuable information on agency E&O trends and hot topics. (FREE)

(FREE) Risk Management Webinars

These quarterly webinars address emerging E&O risk management topics. Less than an hour in length and perfect for all agency staff, the webinars include detailed discussion from industry leaders on reducing exposure to E&O claims. (FREE)

Agency E&O Seminar

Administered by IIABA state associations, E&O seminars are an excellent way to increase procedural and knowledge-based E&O risk management awareness to agency personnel. Agencies with the requisite number of staff attending may qualify for a premium credit and may also qualify for CE credits providing a double benefit. Learn more by contacting your state program manager. (Fee-based) 

Big “I” Virtual University

VU is a website with information on hundreds of insurance related business and technology articles, white papers and information affecting today’s insurance marketplace. It also provides a forum to answer questions that can’t otherwise be found in the research library through the “Ask an Expert.” Visit (FREE) 

Big “I” Agents Council for Technology (“ACT”)

ACT brings agents, carriers, vendors, user groups and industry associations together in an effort to employ the best workflows and technologies available within the independent agency system in order to improve our competitive edge. Please visit the ACT website at and watch the short video briefing on the site to get a good overview of the high-quality information that we make available to agents and carriers. (Free) 

Should you have any questions, please contact your state association or Nancy Germond at We appreciate your continued support of the Big “I” Professional Liability Program and Swiss Re Corporate Solutions and hope you find these risk management resources useful in helping your agency avoid E&O claims.

​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556

Follow Us!

​Empowering Trusted Choice®
Independent Insurance Agents.