Agency Forms & Resources
Professional forms and checklists to improve your agency operations and reduce E&O exposure
Errors & Omissions Form Kit
This set of forms includes:
Mission: Excellence – Creating an Internal E&O Loss Control Program
- E&O Guidelines: Communicate basic principles of avoiding E&O exposure (Word format)
- E&O Procedures: What to do in a potential E&O situation
- E&O Incident Report: Report potential incidents to management
- E&O Compliance Checklist: Assure E&O incidents are handled properly
$50.00
Set of five forms (editable Word format)
Commercial CSR Technical Knowledge Test
Six multiple choice and eleven short answer questions to measure commercial coverage knowledge. Great for hiring or evaluating existing staff. In PDF format for agency reproduction.
$50.00
PDF file and answer key
Personal CSR Technical Knowledge Test
Twenty multiple choice questions to measure personal lines coverage knowledge and understand the depth of that knowledge. In PDF format for agency reproduction.
$50.00
PDF file and answer key
SAVE 20%
Both Commercial & Personal CSR Tests
Purchase both the Commercial and Personal Lines Technical Knowledge Tests together and receive a discount.
$80.00
PDF files and answer keys
Job Performance Review Form
Agency-specific form to evaluate CSRs and Account Managers on essential job skills. Includes instructions and evaluation guidelines. In PDF format for agency reproduction.
$75.00
PDF file
Commercial Lines Coverage Checklist
Reduce E&O exposure with this condensed coverage checklist for sales. Editable Word format to fit your agency’s needs and exposures.
$50.00
Editable Word document
Personal Lines Coverage Checklist
Reduce E&O exposure with this condensed coverage checklist for sales. Editable Word format to fit your agency’s needs and exposures.
$50.00
Editable Word document
SAVE 20%
Both Commercial & Personal Lines Checklists
Purchase both coverage checklists together and receive a discount. Editable Word format.
$80.00
Editable Word documents
E&O Due Diligence Supplemental Checklist
Two-part procedure to evaluate E&O exposure in agency acquisitions or mergers. Understand the agency’s focus on E&O loss prevention and potential future claims.
$75.00
PDF file
Homeowners and Auto Policy Waivers
Simple form to document customer “sign off” on recommended limits and coverages. Check the area of concern, customer initials, dates and signs. Strong E&O protection. Editable Word format.
$50.00
Set of both forms in Word format
Errors & Omissions Form Kit
$50.00
Set of five forms (editable Word format)
Description
Errors & Omissions Form Kit This set of forms includes: Mission: Excellence – Creating an Internal E&O Loss Control Program E&O Guidelines: Communicate basic principles of avoiding E&O exposure (Word format) E&O Procedures: What to do in a potential E&O situation E&O Incident Report: Report potential incidents to management E&O Compliance Checklist: Assure E&O incidents are handled properly $50.00 Set of five forms (editable Word format)Related products
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Both Commercial & Personal CSR Tests
Original price was: $100.00.$80.00Current price is: $80.00. -
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