Agents and brokers face ever higher expectations from insureds and insurers alike. What’s more, the severity of E&O claims is increasing as plaintiffs’ attorneys target those in the insurance distribution business. As a result, E&O insurance costs are on the rise.

OPTIS Partners’ unique E&O Review examines the procedures and practices within your organization. Our review identifies and confirms agency practices that are best in class and includes suggestions to improve those practices that are deficient. Our analysis also includes a review of client materials, including proposals and presentations. We provide a report containing observations, recommendations and sample documents where needed. We also provide follow-up consultation as requested. Client results typically include the following:

• Reduced time spent resolving customer issues and complaints
• Improved consistency of practices within departments and between operating units
• Increased account retention via improved customer service
• Reduced E&O claims
• Potential reduction of E&O premiums with selected carriers
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