Why perform an Errors and Omissions Risk Assessment on Your Brokerage?
To gain an overview of your E&O exposures allowing you to fine tune your processes while identifying training, finding new income opportunities and eliminating gaps that could affect you and your client's bottom line.
The Assessment will:
- review a sample of files to identify possible E&O exposures and will confirm if/how your brokerage procedures are being followed.
- review and confirm your brokerage's degree of compliance with the various applicable procedures, standards and regulations.
The target areas included in the assessment are:
- General Commercial
- Personal Lines
- Programs & Specializations
- Sub Brokers