E&O Operational Efficiency Reviews (E&O Audits)

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

TMG has performed nearly 2000 Operational Efficiency Reviews (E&O Audits) over the past 27 years and we would love the opportunity to work with you to provide an E&O Audit.

Beginning January 1, 2020 all Operational Efficiency Reviews are required to include an agency website review for a potential audit credit of 15%.  Combined with a 2020 10% Risk Management credit your agency could earn a total fo 25% in premium savings.  

  • Become more profitable
  • Improve customer service
  • Increase sales
  • Improve use of automation
  • Retain better employees
  • Reduce E&O exposure

Operational Efficiency Review Agenda:
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

The Moberg Group, Inc.

93 Church St. Suite 206

Franklin, NC 28734

Telephone:    828-349-5250


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