This tool will help you identify areas that could leave you vulnerable to an errors or omissions claim. By isolating and remedying these areas, you can minimize loss of time and reputation. This will help you find areas for improvement on certificates of insurance procedures, what to communicate and what not to communicate, red flags that need your prompt attention and helpful benchmarks.
To get the most out of the assessment, answer with what your agency is doing today. Your assessment answers and scores will not be shared with underwriters and will not negatively affect your pricing or terms.
The assessment takes at least 30 minutes. If you get interrupted you can ‘save’ and pick up where you left off. To help save you time, you can email others in your agency and give them sections to fill out.
Once you complete the assessment, you can get reports on:
- Areas that need improvement
- All areas to continually keep you where you need to be.
Taking a little time now to identify and address vulnerable areas can help you avoid being blindsided with an errors and omissions lawsuit.
Take advantage of what we’ve learned over the past 50 years and start the assessment now!
Utica National and your errors and omissions agent appreciate your business and want to support you in your continual improvement efforts.
Please Login to customer care to access self assesment tool