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.

Target Areas:

The target areas included in the assessment are:

  • General Commercial
  • Personal Lines
  • Programs & Specializations
  • Sub Brokers  

Please complete the below form and a Gougeon Team member will contact you to share further information about the E&O Risk Assessment.