| 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 and omissions. Have you checked out their new resource designed to help your agency create a procedures manual? 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 errors and omissions claim against your agency. The Big ''I" Professional Liability team recommends you begin by downloading the template document then reading the general instructions for your agency's management team. Access to this resource requires login 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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