Books & Forms
Books
Mission: EXCELLENCE
Creating an Internal E&O Loss Control Program
Now available! $129.95
Mission: EXCELLENCE
Agency Errors and Omissions Checklist
Now available! $89.95
Fillable E&O Checklist – available only with purchase of book:
Mission: EXCELLENCE
Creating an Internal E&O Loss Control Program + Agency Errors and Omissions Checklist
SAVE! Purchase both at a reduced price of $189.95
Forms
Errors & Omissions Form Kit
This set of forms is included in the publication Mission: Excellence – Creating an Internal E&O Loss Control Program
E&O Guidelines:
Distributed to all staff member to communicate the basic principles of avoiding E&O exposure. This is in Word format to allow management to customize to their own situation.
E&O Procedures:
Distributed to all staff to communicate what to do (and not to do) in a potential E&O situation.
E&O Incident Report:
An internal document used to report a potential E&O incident to management.
E&O Compliance Checklist:
A tool for management to assure that E&O incidents are handled properly.
Set of five forms (in editable Word format) $50.00
Set of five forms (in editable Word format). Free Download Code:
Hiring: Insurance Knowledge Tests
How do you measure the insurance knowledge a job applicant has? Test them! These tests are great hiring tools to help qualify job candidates.
Commercial CSR Technical Knowledge Test
These six multiple choice questions and eleven short answer questions will help you measure commercial coverage knowledge as well as understand the depth of that knowledge. Can be used to evaluate existing staff as well. In PDF format so that it can be reproduced for agency use.
PDF file and answer key $50.00
Personal CSR Technical Knowledge Test
These twenty multiple choice questions will help you measure personal lines coverage knowledge as well as understand the depth of that knowledge. In PDF format so that it can be reproduced for agency use.
PDF file and answer key $50.00
SAVE: Both Commercial & Personal CSR Technical Knowledge Tests
Purchase both the Commercial and Personal Lines Technical Knowledge Tests together and receive a discount.
PDF files and answer keys $80.00
Job Performance - Review Form
Have you been looking for a form to evaluate employee performance that is agency specific? This is it! This form is designed to evaluate CSRs and Account Managers on the essential skills directly related to their job. Includes instructions and evaluation guidelines. In PDF format so that it can be reproduced for agency use.
PDF file $75.00
Coverage Checklists - Commercial and Personal Lines
One of the best ways to reduce E&O exposure is to require those involved in sales to use coverage checklists. Although a longer checklist may be more encompassing, producers are more likely to use a condensed version, recognizing that checking one area may lead to more questions. These checklists are in Word format so that they can be edited to better fit the needs of your agency and the exposures which you market and service.
Commercial Lines
Editable Word document - $50.00
Personal Lines
Editable Word Document - $50.00
SAVE: Purchase both the Commercial and Personal Lines Coverage Checklists
Editable Word Documents $80.00
E&O Due Diligence Supplemental Checklist
As you perform your due diligence in an agency acquisition or merger, don't forget to focus on E&O as well. This supplemental checklist walks you through a two-part procedure to assist in evaluating the E&O exposure in the acquired agency. Get a good understanding of the agency's focus on E&O loss prevention and how their practices may contribute to future E&O claims.
PDF file $75.00
Homeowners and Auto Policy Waivers
E&O experts will tell you to have your insured "sign off" recommended limits and coverages, yet many agencies don't take the time to complete a waiver form in each of these cases. This simple form will allow you to "check" the area of concern from a list, then require the customer to initial, date and sign. This creates strong protection in the event of an E&O loss. These two forms are in Word format to allow management to customize to fit your agency's needs.
Set of both forms in Word format $ 50.00