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E&O Resources

E&O Happens

The Big “I” Risk Management Website offers exclusive risk management information and tools to help agency staff avoid E&O claims and improve business practices.
Search for E&O claims frequency data, real-life case studies and analysis, sample client letters, sample agency procedures, agency E&O assessments, podcasts on important E&O topics, and much more.
Big "I" Members whose agency E&O insurance is written by Swiss Re through the Big "I" Professional Liability Program have unlimited access to the web site. Others will have limited access. Log on today.

Loss Control Seminars

Big "I" and Swiss Re approved Loss Control seminars provide the tools and knowledge to protect your agency. In addition, completion of the seminar may qualify for a discount on your E&O premium for many E&O policies. Courses are available in live online webcasts and classroom format. See our education calendar for current offerings.

Virtual Risk Consultant

The Big “I” Virtual Risk Consultant (VRC) powered by Rough Notes is a web based sales and service resource designed to help your agency better serve your customers.
The VRC improves agency staff’s knowledge of client/prospect operations enabling them to better identify and cover client exposures, leading to increased sales.
It is truly an affordable tool that will increase the professionalism of staff and help the agency grow while limiting exposure to E&O claims.

The Big "I" Professional Liability Program underwritten by Westport Insurance Corporation, a member of the Swiss Re Group (rated A Excellent by A.M. Best), is the premiere choice of IIABA member agents. 
Working with our partners at Swiss Re, we have created one of the strongest coverage forms in the marketplace.  Structured using a modular approach, our policy provides solid core coverage as well as coverage units to insure against other exposures of concern.

How to Apply

You will need the following documents: 
  • Loss Runs,
  • Dec Pages & Forms List,
  • Resume/Business Plan (businesses <3 years old)
2. Once the online application is completed, your program manager will be notified and will contact you. 
Questions? Contact:
Natalia Rogers
(406) 442-9555 x106



Coverage Evaluation.pdfCoverage Evaluation

Risk Management Credit

You will  need the free Adobe Acrobat Reader to access these files. 
Download here.

With more than 25 years of experience, Allianz is an industry leader in providing liability coverage for agents and brokers against errors and omissions. Allianz Insurance Company is rated A Excellent by A.M. Best.

How to Apply

1. Open the application

2. Complete the application electronically and save a copy to your computer.

3. Sign the application digitally, then email to


Coverage Highlights.pdfCoverage Highlights.pdf

Coverage Evaluation.pdfCoverage Evaluation.pdf 

You will need the free Adobe Acrobat Reader to view these files. Download here.