Testimonials

E&O Plus has enabled us to maintain and increase our standard of excellence across our entire organization. It has provided a benchmark for each of our offices and each of our divisions to meet or exceed at all times. Over the years, as we continue to enhance the exposure checklists, the client service plans and stewardship reports, the file documentation, file organization, and retention plans, we know that we are providing a consistent level of exceptional service to all of our clients. This process gives us and our clients the confidence to expand our operations and scope–both geographically and through specialty practices. It also provides a template for new members of our staff to learn and to follow as they deliver products and service the E&O Plus and RCM&D way. Everyone in our office knows what is expected when delivering service. And changes in servicing assignments, as well as the addition of new staffing are more seamless than before. Finally, we don’t have to spend very much time defending our past actions, because we have done it right the first time!

E&O Plus is like having a playbook that provides you with established loss control protocol, auditing checklists and more. It gives you something you can run with and integrate into your agency. I compare the E&O Plus program to our safety loss control guys who go around day-to-day on construction sites making sure people have their hard hats and eye protection on. That’s really what this is… the auditor comes in to see if you have best practices, and if you are following the procedures that will keep you out of trouble from an E&O point of view.

E&O Plus has provided an approach to insurance agency/brokerage loss control which is thorough and consistent. Any professional sales organization needs to know that its risk is being managed in order to give the sales staff confidence that they are on a firm footing. Sales confidence increases sales success. Clients love the “quality management”/loss control that they get from an E&O Plus insured. And if they have had the experience of having to deal with an insurer dispute, they see the benefit of the support provided by E&O Plus’ claim management.