IIAK recommends The Moberg Group (TMG) for Westport E&O
policyholders interested in risk management auditing.
The Moberg Group, a
management consulting firm specializing in the operational analysis of
insurance agencies, provides all Risk Management Audits for the E&O
SwissRe/Westport offers a five year 10% premium credit
for completion and compliance with the Moberg Review Program. This credit is in
addition to any other educational credits earned by the agency.
offer many other services at an additional cost. They can help you with
mergers and acquisitions, agency perpetuation, producer and staff compensation
planning, sales and producer management, producer training, workflow and
procedures and improvement to agency productivity and profitability.
The Moberg Group's audit procedures are designed for even the
smallest agencies, so every agency can take advantage of and benefit from the
credits available for agencies that complete and comply with the program.
IIAK Members will receive a FREE Agency Operations and Procedures Manual (a $250 value) just by completing an audit with TMG.
ALL IIAK Members will receive a FREE 1-hour consultation with TMG per member/per year. Contact The Moberg Group for more information.
E&O Audits: They're Not Too Scary
Understanding the benefits of an E&O Agency Audit