E&O Guardian Checklists

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Download Popular Checklists

Commercial Umbrella Checklist

Commercial Property Checklist

Commercial Lines Coverage Checklist

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Personal Lines Coverage Checklist

Big “I” Risk Management

Big “I” member Resources.

Big “I” Members Only.

Sample Procedures Manual


Checklists


Declination Forms


Records Retention


ACT Resources


Big “I” Risk Management

Big “I” E&O Policyholder Resources.

Big “I” E&O Policyholders Only.

Disclaimers


Letters


Auditing Tools


Workflows & Procedures Check-up.

Consistency in practices and procedures is a critical component in E&O claims prevention. ​Coverage checklists, disclaimers, sample procedures and sample customer letters are just some of the valuable tools you can utilize to help prevent claims in your agency.

You must be a Big “I” member to view.

Some resources are exclusively available to SwissRe Corporate Solutions E&O policyholders. 

SwissRe Policyholder exclusives.

Disclaimers.

Disclaimers are simple to implement and can help to show a pattern of consistent practice that can aid in the defense of an E&O claim. Download disclaimers.

Letters.

Effective client communications and comprehensive file documentation are very important in preventing or absolving your agency from an E&O claim. Find samples.

Auditing Tools.

Swiss Re policyholders have the opportunity to receive a premium discount on their E&O policy for having an approved agency E&O procedures audit and implementing recommendations. Find a wealth of resources.

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