Errors & Omissions Form Kit
$50.00Set of five forms (editable Word format)
Agency Forms & Resources
Professional forms and checklists to improve your agency operations and reduce E&O exposure
Showing all 10 results
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Commercial CSR Technical Knowledge Test
$50.00Six 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
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Personal CSR Technical Knowledge Test
$50.00Twenty 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
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Sale!
Both Commercial & Personal CSR Tests
Original price was: $100.00.$80.00Current price is: $80.00.Purchase both the Commercial and Personal Lines Technical Knowledge Tests together and receive a discount. $80.00 PDF files and answer keys
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Job Performance Review Form
$75.00Agency-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
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Commercial Lines Coverage Checklist
$50.00Reduce 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
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Personal Lines Coverage Checklist
$50.00Reduce 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
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Sale!
Both Commercial & Personal Lines Checklists
Original price was: $100.00.$80.00Current price is: $80.00.Purchase both coverage checklists together and receive a discount. Editable Word format. $80.00 Editable Word documents
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E&O Due Diligence Supplemental Checklist
$75.00Two-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
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Homeowners and Auto Policy Waivers
$50.00Simple 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