E & O Manual of Procedures

ALPINE RISK MANAGEMENT MANUAL OF PROCEDURES

Errors Omissions

Alpine’s Errors and Omissions Loss Prevention Procedures Manual is a comprehensive how-to risk management guide. It provides you the tools to create or rewrite your office procedures to minimize your exposure to E&O claims.

Chapters include:  Binders, Certificates of Insurance, Broker/Agent of Record Letters, Claims, Mail, Cash Management, Records Management (manual and automated), Suspense, Telephone, E-mail & Fax, Personal Lines, Commercial Lines, Surplus Lines, Employment Practices…

Plus special chapters on Independent Contractors and Leased Employees, Fair Credit Reporting Act of 1970, and Agent’s Duties and Responsibilities.

Also included is a special E & O Claims Handling Section that is approved by ALL major E & O Carriers.

Other Special Features:  Procedural Checklists, Sample Forms and Letters, Binder Confirmation, Agent/Broker of Record Letter, Insured’s Rejection of Coverage, Coverage Checklists, Policy Checklists… and many more!

This manual will save you hundreds of person hours as you create your own agency specific written procedures.

Have you ever seen an E & O application that did not ask: “Do you have written procedures”?

Having up to date written procedures could be worth a premium reduction or discount. Call your E&O underwriter.

There is no more comprehensive “how-to” manual available.  Just look at the table of contents.

To see the Table of Contents, click here. (pdf)

We also recommend you purchase the Online Internal Procedural Quality Control Program along with the Alpine Risk Management Errors and Omissions Loss Prevention Procedures Manual.  These two products are integral components.  Combined, they will help your Agency develop consistency of operations, which in turn will help your Agency reduce the possibility of a potentially costly errors and omissions claim.

  • COST – $200.00 – Online Internal Procedural Quality Control Survey and Errors and Omissions Loss Prevention Procedures Manual
  • COST – $100.00 – Alpine Risk Management Errors and Omissions Loss Prevention Procedures Manual as a pdf electronic email attachment.

ADVANTAGES 

  • PREVENTIVE MEDICINE

You can proactively reduce the probability of an Errors & Omissions Claim.

  • SAVE TIME

You don’t have to “re-create the wheel” with this guide which you can adapt to your specific needs.

  • BE IN COMPLIANCE WITH YOUR E&O APPLICATION 
  • STAFF CAN OPERATE MORE CONSISTENTLY AND IN A STANDARDIZED MANNER

FACTS

  • 90% of all E & O claims can be avoided

Most of all errors and omissions claims could have been avoided by consistent adherence to standardized, written operating procedures. Half of all claims would have been defensible or dismissed with proper file documentation.