Safeguard your agency.


Safeguard your agency.

Big "I" E&O Guardian

Download PDF Guide:

BIG "I" SAMPLE AGENCY PROCEDURES MANUAL

The Sample Agency Procedures Manual is a template designed for both personal and commercial lines workflow. It is critical that if you decide to implement this manual, you must 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 it when procedures change can result in a client alleging and errors and omissions claim against your agency. We recommend you begin by downloading the template document then read the general instruction for your agency’s management team.

*You will be prompted to login with your Big “I” membership credentials to access this resource.

Change is a constant and such it is with insurance agents legal standard of care and duty to advise. the Big “I” Professional Liability and Swiss Re Corporate Solutions for an insightful webinar presentation designed to help you understand the nuances of this important topic.

 

Panelists:

  • Myles Hassett, Hassett Glasser, PC
  • Donna Asta, Claims Expert, Swiss Re Corporate Solutions
  • Richard Lund, US Agents Risk Management Coordinator, Swiss Re Corporate Solutions

The webinar provides a fresh look of agents legal duties as it varies from state to state. By watching, you’ll learn how the standards go from being simply an insurance order taker, to developing a special relationship, to the highest professional standard of care.

All Big “I” members and staff are welcome and encouraged to watch.

Additional Resources:

Do Insurance Producers Have a Duty To Advise?

Cyber Declination

PUP Declination

HBI Declination

WATCH THIS SERIES ON-DEMAND!

1. The Attorney’s Perspective
Watch On-Demand
2. The Agent’s Perspective
Watch On-Demand
3. The Association’s Perspective
Watch On-Demand
4. The Claims Adjusters’ Perspective
Watch On-Demand
5. The Auditors’ Perspective
Watch On-Demand
6. Wrap-Up
Watch On-Demand

UPDATED
PROCEDURES
MANUALS

COMING SOON

We'll Notify You When This Resource is Ready:

updated
STANDARD OF CARE

COMING SOON

We'll Notify You When This Resource is Ready:

Find articles and pages by using the corresponding search field.
SEARCH FOR ARTICLES:
SEARCH FOR PAGES: