The Big “I" Professional Liability program prides itself on its robust risk management program, designed to educate policyholders and to provide key information and tools to reduce agency errors & omissions exposure. As a service to all Big “I" members, the Big “I" Professional Liability team created two new materials to assist Big “I" member agencies.

The “Commercial Producer Onboarding Guide," a self-paced learning resource, provides an overview and learning path through 13 core prerecorded “Lightning Learning" risk management webinars. These webinars are essential tools for both new and seasoned commercial producers. The guide highlights typical commercial lines exposures that can create agency E&O claims and provides learning tools to avoid or minimize risk.

The “Sample Agency Procedures Manual" is a template designed for both personal and commercial lines agency workflow. It is critical that if you implement this manual, you customize it to your agency's procedures—and that once customized and implemented, you follow it. Failure to follow your written procedures and to update the manual when procedures change can result in a client alleging an E&O claim against your agency.

Access to both of these resources requires logging in with Big “I" membership credentials to download.