Courtesy of our friends at the Independent Insurance Agents of Wisconsin

Thanks to the efforts of our national association to provide its members with excellent resources, we're thrilled to pass along these outstanding tools to help assess your agency's exposure to potential E&O loss and focus on the management of that risk.

Sample Coverage Checklists available for your use and adaptation are:

• Commercial Lines Coverage Checklist
• Commercial Lines New Business Coverage Data Sheet
• Commercial Lines Renewal Checklist
• Farm and Ranch Coverage Checklist
• Life and Health Coverage Checklist
• Personal Lines Coverage Checklist
• Personal Lines New Business Coverage Data Sheet
• Personal Lines Renewal Checklist

Looking for something like this and don't see it? We're here to help! 

Contact us at agencyopps@bigiok.com!