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RISK MANAGEMENT & AGENCY OPERATIONS

Agencies can access the tools and templates needed to develop or revise agency operations and procedures both for new hire training and for E&O purposes. Resources and training on risk management can help your agency reduce E&O exposure. 

E&O Happens
Find free agency risk management tools and resources including coverage checklists, sample procedures and templates for customer letters on the E&O happens website. Claims frequency data and examples of claims are also shared on the site.  
 
The Moberg Group Agency Operations & Procedures Manual
The Agency Operations and Procedures Manual, provided by The Moberg Group is ideal for training new employees, reinforcing procedures to existing employees, and to meet the requirements of the “Rules of Evidence”. Whether processing a non-premium endorsement, or the most complex reporting form policy, the easy-to-follow workflow makes the process simple, and the templates can be easily customized to fit your agency using basic word processing skills. 
 
Rough Notes Advantage Plus (formerly Big "I" Virtual Risk Consultant (VRC)
Rough Notes Advantage Plus, (formerly the Big "I" Virtual Risk Consultant / VRC) is an insurance knowledge base platform available at a discounted price for members. Quickly get the information you need to understand your customers operations and exposures while identifying appropriate coverages. Gain access to the resources your agency needs, such as E&O checklists, sales and marketing tools, proposal language, plus training and development support.
 
Legal Services Hotline
IIA of IL has retained the services of HeplerBroom, LLC to assist members with legal questions. One 30-minute consultation is available to each member agency at no cost for insurance or agency operations questions such as Errors & Omissions; Insurance Law and Regulations; Employment Practices, Labor and Discrimination; Contracts; Negligence; Business Law, Planning and Accounting. 

E&O Seminars
Virtual E&O seminars help improve overall agency operations and can reduce exposure to the cost and hassle of E&O claims. Members who obtain their E&O coverage through Utica or North American Specialty Insurance Company can qualify for credit on their E&O premium by attending the approved seminar.