New and Updated E&O Promotional Materials

• Benefit Your Agency with Our Online Customer Care Center and E&O Risk Management Resources
• Diminishing Deductible
• E&O Agency Acquisition Checklist
• E&O Reference Guide
• Online Customer Care Center
• Opportunities to Reduce Your Agents’ Errors & Omissions Premium
• Pre-Claims Assistance Helpline
• Save Money While Working to Grow Your Book of Business Online – with Jump Suit Group
• Your Agents’ Errors & Omissions Claims Team

E&O Sales Tear Sheets

Our Sales Tear Sheet during the year covered a variety of useful topics. Click the links to access each full issue.

• Are You Asking Insureds for Referrals?
• Help Boost Retention by Talking About Optional Coverages
• Help Drive Business Using Our Risk Management Articles and Tips
• Help Your Website Help Your Business
• Highlight Coverages and Benefits for Prospects with Flyers in Our E&O Sales Toolkit
• Pick Up the Phone to Contact Prospects
• Research Your Prospects
• Utilize Social Media Effectively

E&O Risk Management Newsletter

• Handling Certificates of Insurance? What Can Go Wrong?
• When Using Wholesalers, You Don’t Want to Assume

E&O Affiliate and Policyholder Tips

• 6 Questions to Ask Before Buying a Cyber Insurance Policy
• 7 Tips to Remember When Moving a Client's Coverage to a New Carrier
• Best Practices When Handling Applications
• CLAIM SPOTLIGHT: Inform Your Clients About the Protective Safeguards Endorsement
• CLAIM HIGHLIGHT: Named Insureds - and Tips that Can Help You Avoid Related Claims
• Documenting Conversations Can Help Reduce Your E&O Exposure
• Providing Clients with Claims Guidance Can Help You or Hurt You
• The “Dos and Don’ts” of Creating Website Content for Your Agency
• What Activities Can an Unlicensed CSR Perform?

New and Updated E&O Articles

• Auditing Your Agency Can Help Determine Its Future
• Carrier Ratings: Have the Necessary Process in Place
• Create or Update Your Agency's Policies and Procedures Manual
• Exercise Caution When Using the E&S Market
• Help Safeguard Your Agency from Uninsured/Underinsured Motorists Coverage Issues
• Perform the “Mirror Test” to Help Reduce Your E&O Exposure
• Protect Yourself and Your Clients When Selling Cyber Insurance
• The Good, Bad, and In-Between of Documentation
• Treat BORs the Way They Should Be Treated
• Use the Declined Coverage Form as an Important Marketing and E&O Prevention Tool
• What to Do When Terminating a Relationship with a Client

EVEN MORE IMPORTANT COMMUNICATIONS!

• Help Your Staff Benefit from Our Risk Management Materials
• Important Update to E&O Easy Estimate Emails
• Multi-factor Authentication
• Affiliate Webinar: Overview of E&O Risk Management and Marketing Resources including announcement of our new special offering from Jump Suit Group
• Policyholder Webinar: Join Jump Suit Group for a Special Digital Marketing Services Webinar
• We're Updating Our Email List and Need Your Help!
  

E&O Toolkit
Our toolkit has the tools to help you to build more business. CLICK HERE to log in and view it!

There’s more in store in ’24!  Remember, too, that our team is always available to help, so please reach out anytime you need us.

THANK YOU FOR YOUR BUSINESS. 

This information is provided solely as an insurance risk management tool. Utica Mutual Insurance Company and the other member insurance companies of the Utica National Insurance Group (“Utica National”) are not providing legal advice or any other professional services. Utica National shall have no liability to any person or entity with respect to any loss or damages alleged to have been caused, directly or indirectly, by the use of the information provided. You are encouraged to consult an attorney or other professional for advice on these issues.