Make sure the customer knows
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Perform the "Mirror Test"
to Help Reduce Your E&O Exposure

by Curt Pearsall, CPCU, AIAF, CPIA

President – Pearsall Associates, Inc.
and Consultant 
to the Utica National E&O Program

A substantial number of E&O claims continue to involve failure to identify customers’ exposures and subsequently offer insurance proposals to address these exposures.


MAKE SURE THE CUSTOMER KNOWS

With hard market conditions and the economy, many agencies have remarketed their personal and commercial accounts to additional carriers in the hope of getting a degree of premium relief. As a result, the potential exists for differences between the current carrier’s policy and these additional markets.

What if the coverage with the new carrier is deficient in some areas compared to the incumbent carrier? Are the sub-limits less in some areas? Is the definition of “who is an insured” more limited? What is excluded on one policy compared to another? What about the carrier’s rating?

Read Full Article »


OPEN OUR E&O SALES TOOLKIT
TODAY AND BUILD MORE BUSINESS!

Attached you will find information being provided by Utica Mutual Insurance Company for use and dissemination to your agency customers. We hope you find the content instructive and beneficial. Pursuant to Section 10 of your Agent Agreement with Utica Mutual Insurance Company, you are authorized to use this material in its entirety if the following guidelines are followed: The material will be used in its entirety; the material will include all disclaimers; the material will include copyright or other language attributing material to Utica Mutual Insurance Company, and its author, if available. Failure to follow these guidelines will result in revocation of the license. Utica Mutual Insurance Company shall have no liability to any person or entity with respect to loss or damages alleged to have been caused, directly, or indirectly, by the use of the information provided. Feel free to edit for formatting and marketing purposes.

 

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