Small Agency E&O Application

This application is for agencies with less than $1,000,000 in gross annual premium. You may qualify to apply with a shortened form.

In order to qualify for the traditional small agency application, you must be able to answer “NO” to all of the questions 1-9 below. If you answer “YES” to one or more questions, please complete the standard Westport application.

Qualification Questionnaire:

  • Does your agency principal have less than three years of experience as an agency manager or producer?
  • Does your agency perform any of the following services: COBRA, HR Consulting, TPA, Safety Consulting, or other non-insurance related services?
  • Does your agency sell mutual funds and financial products?
  • Does more than 20% of your agency's written premium come from nonstandard auto?
  • Does your agency have any additional locations?
  • Do you want insurance for an entity that has an ownership interest of 10% or more in your agency or insurance for an affiliate of your agency?
  • In the last 5 years, has any past or present agency personnel been the subject of complaints filed, investigations and/or disciplinary action by any insurance or other regulatory authority or been convicted of a criminal activity?
  • Has your agency experienced any errors or omissions claims or breach of privacy claims in the last 5 years, which involved Loss or Expense payments or reserves, including claims paid out of agency funds?
  • Are you aware of any potential errors or omissions claims or breach of privacy claims or incidents which may give rise to a claim against your agency?
  If you answered “YES” to one or more questions, please complete the standard Westport application.   If you responded 'no' to the above questions, your agency qualifies for this application. Please fill out the information below to get started.

Insurance Agents Errors & Omissions Application

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