Risk Management Tools

Agency Operations & Procedures Manual

After years of trying to write a manual for your office, you can now buy a complete manual and with very little time and effort customize it to fit your agency using basic word processing skills. Published by The Moberg Group (TMG), the leading provider of E&O Risk Management Services and Consulting Services, the manual was designed specifically for independent agents and brokers. Whether processing a non-premium endorsement, or the most complex reporting form policy, the easy to follow workflow make the process simple. Provided digitally, this manual is ideal for training new employees, reinforcing procedures to existing employees, and to meet the requirements of the "Rules of Evidence".

The manual includes:
  • General Agency Procedures
  • Personal Lines Work Flow & Procedures
  • Commercial Lines Work Flow & Procedures
  • Employee Benefits Procedures
  • Job Descriptions
**IIANC members enjoy special, discounted pricing of 25% off the cost of the manual.**

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E&O Risk Management Review Program

To help IIANC member agents remain competitive, well-organized, and profitable, IIANC Member Services (IMS) and SwissRe/Westport in conjunction with The Moberg Group (TMG), offer the Agency E&O Review Program for agencies participating in the E&O insurance program. TMG, specialists in agency operations, management, and business development, conducts the E&O Review Program for agencies referred by IMS. The program focuses on the agency’s operations, identification of potential E&O exposure, and recommendations for specific actions to be performed within a recommended timetable.
  • IMS & SwissRe/Westport provide a five year 10% premium credit for completion and compliance with the Review Program.
  • E&O Review credits are in addition to the credits received for participation in the E&O education classes provided by IIANC.


For more information or to schedule a review in your agency, visit www.MobergGroup.com, email info@moberggroup.com or call 828-349-5250.
  
  

Virtual Risk Consultant

The Big I Advantage® Virtual Risk Consultant powered by Rough Notes ("VRC") is an online sales and service resource designed to help your agency better serve your customers. Using this tool will lead to increased sales by improving  your  staff’s knowledge of a prospect’s operation enabling them to better identify and cover customer exposures. The VRC will help your staff better understand the product they sell.  It will also assist agency staff with preparing proposals, explaining complicated insurance terms, and most importantly documenting client files. It is truly a tool that will increase the professionalism of staff and help your agency grow while limiting your exposure to E&O claims.

Big "I" members have exclusive access to Big I Advantage® Virtual Risk Consultant. Similar products sell for thousands of dollars. Big "I" members enjoy a deeply discounted rate:

Agency Size (per state)  Annual Subscription Price Four-Year Subscription Price
(Best Value!)
Up to 15 users per agency $250 $750
More than 15 users per agency $500 $1500