Our risk management articles and tips are great ways to help drive new business.
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Information Your Agents Should Know About

NEW E&O FLYER - Click to find out more:
DIMINISHING DEDUCTIBLE: Instant Savings on Your Deductible

SALES PRACTICES

 Utilize Social Media Effectively

Run a quick check of your social media activity.

When was your last LinkedIn post? If it was more than three weeks ago, it's time for a post.

Are you on Twitter or Instagram? If not, sign up and create a calendar for posting content regularly.

 

COVERAGE MATTERS

Agencies Should Consider the
Loss Control Services Endorsement


Coverage is included in the main form for loss control services provided in conjunction with policies written or placed by the insured. However, the endorsement is needed if the agency provides loss control services, but does not write or place the policy.

Endorsement language: 14-E-1123

What’s needed to apply for the endorsement? 

  • The Loss Control and Risk Management Services Questionnaire: 14-Q-139


 

Provide "Need-to-Know" Risk Management Information

 Drive New Business and Keep Current Insureds Informed with Our Loss Control Articles


An important and useful part of our Agents’ E&O Program is our monthly loss control articles. Articles span a broad range of topics, such as documentation guidance, using wholesalers, certificates of insurance (COIs), staff training, application handling, and navigating limit discussions, to name a few.

The articles provide “need-to-know info” and are often developed in response to questions from insureds, including the following:

  • Boost Your Agency’s Defense with Disclaimers
  • Are Your Clients Carrying Adequate Limits?
  • Be Aware of the Growing Concern of Insurance to Value
  • How Long Should an Agency Maintain Its Documents?
  • What Should You Do When a Customer Makes an Allegation of an Error or Omission?
  • 6 Common Causes of Agents’ E&O Claims article series 

Accessing the Articles is Easy

For Affiliates: Sign in to @your.service, click “E&O Risk Management” to go to the risk management website, and then click “Loss Control Articles” to view the list.

For Clients: Clients sign in to our Customer Care Center, click “Risk Management” to go to the risk management site, and then click “Loss Control Articles” to view the list.


READY TO HELP
Do you have a client looking for risk management guidance on a particular topic and you aren’t sure what to suggest? Reach out to Tabitha DeGirolano of our E&O team at
tabitha.degirolano@uticanational.com for help. 


This information is provided solely as an insurance risk management tool. Utica Mutual Insurance Company and the other member insurance companies of the Utica National Insurance Group ("Utica National") are not providing legal advice or any other professional services. Utica National shall have no liability to any person or entity with respect to any loss or damages alleged to have been caused, directly or indirectly, by the use of the information provided. Your are encouraged to consult an attorney or other professional for advice on these issues.

Utica National Insurance Group

180 Genesee Street

New Hartford, NY 13413

1-800-598-8422

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Utica Mutual Insurance Company, its affiliates and subsidiaries, 180 Genesee St., New Hartford, NY 13413

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