E&O Guardian Agency Tools

Risk management resources for indepependent agents.

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A Quick Check-Up for Your Agency’s Workflows and Procedures

member resources
policyholder resources

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.

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

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


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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