Agency Consultant

​​​​​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 program.

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. 

TMG can 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

ContactFor questions or further information contact:

Kristie WeyerKristie Weyer
Insurance Services Director
P: 502-245-5432

The Moberg Group
Courthouse Square
93 Church St., Suite 206
Franklin, NC  285734

Eric Moberg