Earn Credit Toward
Your Agents' Errors and Omissions Premium!
![utica-2 Utica logo](https://growthzonecmsprodeastus.azureedge.net/sites/1468/2023/08/utica-2-d3bed718-2311-46ce-afb5-3ad98a5ed792.png)
Your premium should reflect the hard work you’ve done to try to prevent errors and omissions (E&O) incidents. All policies are eligible for our loss control credit that positively impacts your premium.
$
YOU CONDUCT AN ANNUAL EXPOSURE ANALYSIS PROGRAM REVIEWED BY OUR UNDERWRITERS (5% CREDIT)
• Needs to be a regular part of the agency’s procedures
• Requires that a client sign off on coverages not taken
• 3 new and 3 renewal exposure analysis checklists must be reviewed
$
PROFESSIONAL TRAINING & DEVELOPMENT OF YOUR STAFF (5% CREDIT)
• 60% or more of the agency staff achieve recognized designations, including CPSR, CISR, ACSR, CPCU, CIC, and CPIA
$
ATTENDANCE AT AN APPROVED E&O SEMINAR (5% CREDIT)
• Within the last 24 months or within the first 60 days after policy inception date
• For all internal CSR employees as well as the principal or office manager of the agency
• The seminars must address errors and omissions loss prevention
• Required attendees by office size:
-1-3 staff Principal/Office Manager or CSR
-4-10 staff Principal/Office Manager and 1 CSR
-11-20 staff Principal/Office Manager and 2 CSRs
-21 and over 20% or more of staff
![Amanda Amanda](https://growthzonecmsprodeastus.azureedge.net/sites/1468/2023/07/Amanda-43b8ec73-2a57-4165-9e77-0a790b47f890.jpg)
For more information on E&O classes, contact:
Amanda Bautista
Director of Products & Services
Email: amanda@piasouth.com
Phone: 770.921.3278