E&O Tools

Innovative, Highly Customized Tools & Resources

The E&O TLC program was created by IIABNY in conjunction with the partners of Keidel, Weldon & Cunningham, LLP to bring valuable E&O loss control resources to IIABNY members and IAAC insureds.

Here you will find:

  • A library of forms, letters, checklists, disclaimers, and reference material
  • Quality seminars & webinars with E&O loss prevention tips & procedures
  • Agency audit tools
  • Customized training and consulting options plus a FREE hotline for members

Big Book of Form Letters 062316_reduced.jpg

Dozens of form letters, forms, coverage checklists and disclaimers to help your agency avoid and defend against E&O claims. 

Purchase Options:

Nook, iBooks (Apple), and Google Books Version (EPUB)

The E&O Report
March 2016: Cars & Kids III

Find a past issue »


 925 Westchester Ave, White Plains, NY
p: 914.948.7000 | f: 914.948.7010




Letters Sample Client Letters​*

» Electronic Document Acknowledgement

» Electronic Records Consent

» Sample Acknowledgement, Consent & Waiver Form

» Additional Insured Request Form

» Commercial Lines - Short

» Commercial Lines - Long
(shared by FAIA)

» Personal Lines - Short

» Personal Lines - Long
(shared by FAIA)

» Workers' Compensation

» Carrier Rating Downgrade New!

» Carrier Downgrades

» Carrier Downgrade Notification New!

» Carrier With A Low Financial Rating


DisclaimersDisclaimers FormsReference Material ToolsOnline Tools

» Web

» E-mail

» Facebook

» Voicemail

» Agency Website Privacy Guidelines

» E&O Considerations for the Automated Agent (ACT)

» 10 Things to Know About Umbrella Coverage (


» Virtual Risk Consultant​

​Web-based sales and service resource designed to help your agency better serve your customers. The VRC offers systemic steps that assist agency staff with

  • Understanding the client's operation
  • Identifying exposures
  • Creating thorough customer proposals
  • Documenting customer files with signed coverage checklists


» Risk Management Website
(E&O Happens)

Claims data, case studies, prevention tools, articles, education courses & more available exclusively to Westport Insurance Corporation and First Specialty Insurance Corporation policyholders

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Find a Class 

Find a Class » Find a Webinar »
Our seminars provide valuable information that not only helps protect insurance agencies and brokerages from potential E&O claims and lawsuits, but also has the added benefits of providing better customer service and selling more insurance.
Spring Session: Meeting the Challenge of Change
  • IIABNY's Annual E&O Loss Control Seminars with Jim Keidel, Esq & Chris Weldon, Esq
  • Half day LIVE or VIDEO sessions
  • The LIVE and VIDEO are the same course so you cannot earn CE credit for both. Each year offers a new course approval number, so you will still earn CE even if you have taken the live or video E&O seminar in previous years.
Fall Session: Meeting the Challenge of Change
  • Full day session with Mishell Magnusson
  • Each year offers a new course approval number and a different approval number from the spring seminars, so you will still earn CE even if you have taken it in previous years.
ACSR 4 - Errors & Omissions Loss Control
Earn a Premium Reduction Credit!
IIABNY members whose E&O coverage is written through IAAC may qualify for a premium reduction on their renewal if the required agency staff attend a designated E&O seminar.

 The E&O TLC Agency Audit
 Available to all insureds
Customized agency audit
Conducted by experienced E&O attorneys of Keidel, Weldon & Cunningham, LLP
 Comprehensive review of the procedures and workflows followed throughout the agency
 Personalized recommendations to reduce the risk of an E&O loss and claim
10% premium credit may be available to Westport member insureds*
Conducting an agency audit is an excellent line of defense in preventing an E&O claim and improving client services. The agency audit tools will help your agency analyze its internal operations to ensure that standardized policies and procedures are being adhered to throughout the company. 
For assistance with planning an audit, please contact:


Brenda Strong
IIABNY Agency Services Director
800.962.7950 x247

*The audit and approval process may take up to a year to complete. The credit will be applied to the renewal following approval.


Arrows.gifPrivate Consultation
The partners of Keidel, Weldon & Cunningham, LLP are available for a personal consultation to discuss specific issues affecting your agency. 

Phone.gifFree Hot Line
Members can phone IIABNY (800-962-7950) to seek consultation from the law firm of Keidel, Weldon & Cunningham, LLP. The law firm may be able to answer questions quickly over the telephone. In those cases when an answer cannot be provided in a short time on the phone, the law firm will offer options for further consideration.

Questions.gifPrivate Loss Control Seminars
A private E&O seminar can be specifically customized and presented for your agency. IIABNY can arrange for the seminar to provide for continuing education credits for all licensed seminar attendees.