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EO Risk Management

We believe risk management is key in not only preventing errors, but also in providing agencies with tools to more efficiently service customers. As a Big "I" Member you have exclusive access to the risk management tools EO Happens website and the Rough Notes Advantage Plus.

 
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Big "I" Members whose agency E&O insurance is written by Swiss Re through the Big "I" Professional Liability Program have access to an exclusive risk management website. Log on today to fish for E&O claims frequency data, real-life case studies and analysis, sample client letters, sample agency procedures, agency E&O self assessments, podcasts on important E&O topics, and much more.

DON'T LET THIS HAPPEN TO YOU:
  • Failing to procure coverage requested by the client
  • Not adequately identifying client exposures
  • Failing to provide timely notice of a claim to the carrier
  • Misrepresenting or not explaining policy provisions
  • Providing inaccurate information to carriers
  • Failing to properly add additional insureds or loss payees
 

   
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ring value to your agency with RoughNotes Advantage Plus powerful online client service resource tool that no Big I member should be without.  RoughNotes has useful information for all positions in the agency from the agency principal to the CSR and will increase the professionalism of the agency, leading to increased sales.  Agency staff will be more knowledgeable about client/prospect operations and the commercial and personal lines risk exposure analysis process offers a systemic approach to:
 
  • Understanding the clients operation with overviews for more than 650 business classes and personal lines risks
  • Identifying client exposures with customizable client surveys/questionnaires,
  • Creating thorough customer proposals with information pertinent to their operation and a glossary of insurance terms,
  • Prudently documenting customer files with signed coverage checklists. 

 
 
Questions? Contact Joni Fairbrother at joni@iiabaz.com.