Big Book of Form Letters & Other E&O Tools - PDF VersionDozens of form letters, forms, coverage checklists and disclaimers to help your agency avoid and defend against E&O claims.

Free to Members!
View MoreB_EO_TOOLS_PDFW_BOOK
E&O Website Review - NYWhat is an E&O Website Review
Your agency website could be used against you in an E&O claim. Have your website reviewed by a Swiss Re approved auditor to see what potential language could be used against your agency in an E&O claim.

What to Expect
After performing your insurance website review, our team will ...
View MoreEO_WEBSITEREV022PRODUCTNT
DIY Hiring Toolkit - All PositionsThe DIY Hiring Toolkit Bundle contains a comprehensive guidebook (pdf format) to walk you through every step of finding, interviewing, and hiring the right candidate. The bundle also includes editable documents you can customize to meet the hiring needs of your company. The guidebook contains examples of the editable documents.

The DIY ...
View MoreHIRING_ALLHIRING
DIY Hiring Toolkit - Full Bundle - CSR - Commercial LinesThe DIY Hiring Toolkit Bundle contains a comprehensive guidebook (pdf format) to walk you through every step of finding, interviewing, and hiring the right candidate. The bundle also includes editable documents you can customize to meet the hiring needs of your company. The guidebook contains examples of the editable documents.

The Comm...
View MoreHIRING_CL_BUNDLHIRING
DIY Hiring Toolkit - Full Bundle - CSR - PL CLThe DIY Hiring Toolkit Bundle contains a comprehensive guidebook (pdf format) to walk you through every step of finding, interviewing, and hiring the right candidate. The bundle also includes editable documents you can customize to meet the hiring needs of your company. The guidebook contains examples of the editable documents.

The Pers...
View MoreHIRING_PC_BUNDLHIRING
DIY Hiring Toolkit - Full Bundle - CSR Personal LinesThe DIY Hiring Toolkit Bundle contains a comprehensive guidebook (pdf format) to walk you through every step of finding, interviewing, and hiring the right candidate. The bundle also includes editable documents you can customize to meet the hiring needs of your company. The guidebook contains examples of the editable documents.

The Per...
View MoreHIRING_PL_BUNDLHIRING
DIY Hiring Toolkit - Full Bundle - Producer-Commercial LinesThe DIY Hiring Toolkit Bundle contains a comprehensive guidebook (pdf format) to walk you through every step of finding, interviewing, and hiring the right candidate. The bundle also includes editable documents you can customize to meet the hiring needs of your company. The guidebook contains examples of the editable documents.

The Comm...
View MoreHIRINGPCL_BUNDLHIRING
DIY Hiring Toolkit - Full Bundle - Personal Lines ProducerThe DIY Hiring Toolkit Bundle contains a comprehensive guidebook (pdf format) to walk you through every step of finding, interviewing, and hiring the right candidate. The bundle also includes editable documents you can customize to meet the hiring needs of your company. The guidebook contains examples of the editable documents.

The Pers...
View MoreHIRINGPPL_BUNDLHIRING
Cybersecurity Compliance BundleThe Cybersecurity Compliance Bundle contains a comprehensive set of documents and templates to walk you through every step of complying with the New York State cybersecurity regulations. The bundle includes editable documents you can customize to meet the needs of your company.

Included documents:

  • Cybersecurit...
View MoreP_CYBER_COMPLI2PRODUCTTX
Claims Handling Best PracticesNYCS-268970
NY 10 Credits- All Licenses (Excluding TLA)
On Demand Self-Study (Includes e-book)


This program is self-paced, online continuing education designed to fit the busy schedule of working professionals. Whether you are an early bird or a night owl, our online education course will be waiting for you whenever yo...
View MoreW_CLAIMS_BPWCEDEMAND
10 Things to Know about the NY Cybersecurity RegulationInstructor- Tim Dodge
NYCS-268216
NY 2 Credits- All Licenses
On Demand Podcast (Audio Only)


This program is self-paced, online continuing education designed to fit the busy schedule of working professionals. Whether you are an early bird or a night owl, our online education course will be waiting for you whenever...
View MoreW_CYBER_CEWCEDEMAND
E&O Road Map to Policy AnalysisNYCS-266654
NY 11 Credits- All Licenses (Excluding TLA)
On Demand Self-Study (Includes e-book)


This program is self-paced, online continuing education designed to fit the busy schedule of working professionals. Whether you are an early bird or a night owl, our online education course will be waiting for you whenever yo...
View MoreW_EO_ROADMAPWCEDEMAND