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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, Weldon & 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

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​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

Find a past issue

 


 
 
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 925 Westchester Ave, White Plains, NY
p: 914.948.7000 | f: 914.948.7010
 
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A list of court decisions related to E&O. [more]
Library of materials in the E&O TLC including forms, checklists, client letters, disclaimers, reference materials, and web tools [more]
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. [more]
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. [more]
The partners of Keidel, Weldon & Cunningham, LLP are available for a personal consultation to discuss specific issues affecting your agency. [more]