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E&O Tools


E&O Tools

Innovative, Highly Customized Tools & Resources

The E&O TLC program was created by Big I New York in conjunction with the partners of Keidel & Cunningham, LLP to bring valuable E&O loss control resources to Big I NY 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


The E&O TLC Agency AuditAvailable to all 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. 

  • Customized agency audit
  • Conducted by experienced E&O attorneys of Keidel & 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*

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

For assistance with planning an audit, please contact:

Cindy_Headshot_100px.jpgCindy Scharf
Agency Consultant & Corporate Project Manager 
800.962.7950 EXT: 232

Private Consultation

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

Free Hot Line

Members can phone Big I NY (800-962-7950) to seek consultation from the law firm of Keidel & 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.

Private Loss Control Seminars

A private E&O seminar can be specifically customized and presented for your agency. Big I NY can arrange for the seminar to provide for continuing education credits for all licensed seminar attendees.

For more info and to schedule, contact Sue below:

Susan Keegan, AIC, MBA
Learning & Development Manager
800.962.7950 EXT: 215

In partnership with Keidel & Cunningham, LLP - we've created a book filled with dozens of form letters, forms, coverage checklists, and disclaimers to help your agency avoid and defend against E&O claims.

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.

Don't forget! You can earn a Premium Reduction Credit! Big I NY 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.

Learn More & Register Now