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Audits

The E&O TLC Agency Audit - Available 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
cscharf@bigict.org 
800.962.7950 EXT: 232