E&O Prevention Tool Box

Agency Operations and Procedure Manual

This publication is offered to FAIA members at a special price through an exclusive agreement with The Moberg Group, FAIA's E&O risk management consultant. Learn more and order from FAIA’s website.

Big “I” Risk Management Website

This content-rich website helps agency staff improve business practices and avoid E&O claims by providing policyholders access to:

  • E&O Tools: An agency E&O self-assessment, sample coverage checklists, sample disclaimers, file documentation and records retention information, sample customer letters, and more.
  • Claims Information: The most frequent types of E&O claims, common errors and problems causing E&O claims, and practical real-life E&O case studies demonstrating how claims can be avoided.
  • Articles, Content, and Podcasts: E&O related articles on ways to avoid claims, including an archive of IA Magazine’s monthly “E&O Angle” articles and E&O Claims Advisor Newsletters, E&O quick tips for all positions in the agency, and podcasts on avoiding E&O claims from social media, certificates of insurance, natural catastrophes, and much more.

E&O Education Training

FAIA’s education department offers many E&O prevention classes throughout the year, many of which are fulfill requirements for Westport E&O loss-control credit. Browse E&O classes.