Mission: EXCELLENCE: Agency Errors and Omissions Checklist

This workbook is intened to act as a simple tool to aid in determining the level of Errors and Omissions exposure within an insurance agency. The straightforward, simple format allows the user to measure theirty-two different areas by assigning scores to each area evaluated. By completing the checklists periodically, agencies can identify practices which need attention and monitor improvements over time. Designed as a companion book to Mission: EXCELLENCE - Creating an Internal Loss Control Program, the two books together can help agencies identify and address concerns related to Errors and Omissions liability.