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Audits

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 The E&O TLC Agency Audit
 Available to all insureds
 
 
 
Conducting an agency audit is an excellent line of defense in preventing an E&O claim and improving client services. The agency audit tools will help your agency analyze its internal operations to ensure that standardized policies and procedures are being adhered to throughout the company. 

  • Customized agency audit
  • Comprehensive review of the procedures and workflows followed throughout the agency
  • Personalized recommendations to reduce the risk of an E&O loss and claim
  • 10% premium credit may be available to Westport member insureds*
For assistance with planning an audit, please contact:

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Brenda Strong
Big I NY Agency Services Director
800.962.7950 x247
bstrong@biginy.org

 
*The audit and approval process may take up to a year to complete. The credit will be applied to the renewal following approval.