Earn Credit Toward

Your Agents’ Errors and Omissions Premium!

Your premium should reflect the hard work you’ve done to try to prevent errors and omissions (E&O) incidents. All policies are eligible for our loss control credit that positively impacts your premium.

YOU CONDUCT AN ANNUAL EXPOSURE ANALYSIS PROGRAM REVIEWED BY OUR UNDERWRITERS (5% CREDIT)

The CIC program is designed to meet the insurance professional’s need for technical knowledge in all areas of the industry. The program provides an in-depth practical approach for both agency and company practitioners.

Needs to be a regular part of the agency’s procedures
Requires that a client sign off on coverages not taken
3 new and 3 renewal exposure analysis checklists must be reviewed

PROFESSIONAL TRAINING & DEVELOPMENT OF YOUR STAFF (5% CREDIT)

60% or more of the agency staff achieve recognized designations, including CPSR, CISR, ACSR, CPCU, CIC, and CPIA

ATTENDANCE AT AN APPROVED E&O SEMINAR (5% CREDIT)

Within the last 24 months or within the first 60 days after policy inception date
For all internal CSR employees as well as the principal or office manager of the agency
The seminars must address errors and omissions loss prevention
Required attendees by office size:

-1-3 staff Principal/Office Manager or CSR
-4-10 staff Principal/Office Manager and 1 CSR
  -11-20 staff Principal/Office Manager and 2 CSRs
-21 and over 20% or more of staff

Director of Products & Services

Earn Credit Toward

YOU CONDUCT AN ANNUAL EXPOSURE ANALYSIS PROGRAM REVIEWED BY OUR UNDERWRITERS (5% CREDIT)

PROFESSIONAL TRAINING & DEVELOPMENT OF YOUR STAFF (5% CREDIT)

ATTENDANCE AT AN APPROVED E&O SEMINAR (5% CREDIT)

Amanda H. Bautista