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The Moberg Group, Inc.  93 Church Street, Suite 206, Franklin, NC 28734  -  (800) 630-2884  -  info@moberggroup.com

E & O Risk Management

E&O REVIEW PROGRAM

SwissRe/Westport provides a five year 10% premium credit for completion and compliance with the Review Program. The Moberg Group, specialists in agency management, operations, procedures, E&O loss control, and agency acquisitions & mergers are available to perform the reviews

Agencies that have established E&O Loss Control standards and Agency procedures:
  • Become more profitable
  • Improve customer service
  • Increase sales
  • Improve use of automation
  • Retain better employees
  • Reduce E&O exposure

The Review Process Includes:
 
Initial On-Site Review:
  • Focus on people & processes
  • All Areas are reviewed
  • Action plan tailored for your agency
  • Time-table established
 
Ongoing Assistance:
  • Help with procedures, tools and advice
 
Follow-up Review (6 months)
  • Focus plan & time-tables
  • Review and adjustment of original plan
 
 
 
 

Your Agency Could Earn a 10% Premium Credit for Five Years! 

 

LEARN MORE

“Eric's technical knowledge of insurance agency operations, automation, and risk management is a valuable asset to insurance agencies. He has a unique ability to translate his technical knowledge into practical recommendations for insurance agencies, offering ways to increase their productivity and improve their risk management. In addition to those skills, Eric is reliable, and an all-around nice guy to work with.”

Sabrena Sally, CPCU, Senior Vice President

Swiss Reinsurance Corporation

 

 

 

"Eric Moberg of The Moberg Group was referred to Van Meter Insurance Group by our E&O carrier, and has worked with us since 2007.

We consider Eric & his group more of a partner than just someone doing a risk review.  They dug 
deeply into our operation, looking for areas that can cause E&O issues, but also things that can make our operation more efficient.  When Eric does find issues he & his staff offer solutions.

Our operation goes from a small 3 person office that specializes in personal lines and farm, to large commercial lines offices.  Eric is able to adapt to each operation.  It is not a “one size fits all” consultation.

With their experience & knowledge The Moberg Group will be a help to any agency operation."


Jerry Heming, Vice President Marketing

Van Meter Insurance Group
National Top 100 Insurance Agency