Enhance your agency's protection and efficiency with a Virtual E&O Audit. Conducted by a Swiss Re-approved auditor, this audit reviews key workflows—such as customer file maintenance, documentation, and templates—to reduce E&O exposure, improve service, and create a culture of E&O awareness. PLUS, receive up to a 15% premium credit annually for up to 5 years*.

Work with an experienced professional who is an impartial independent agency consultant and Swiss Re approved auditor to review the agency operations with the goal of:

During this agency E&O audit process, agency operational workflows are reviewed including:

Your agency will receive an Operational Improvement Report recapping what was reviewed and a summary of urgent, critical and long-term improvements. The report will outline the process and resources to improve the agency operations including suggested responsible party and completion date.

Participating in voluntary risk mitigation activities is an exclusive way to potentially earn your agency E&O premium credits and enhance your agency operations. This proactive service is the top recommended service from Virtual Agency Solutions. The operational review is scheduled and completed at the request of the agency. The entire process is offered virtually to respect employee health and safety concerns.