Agency Risk Management Analysis

Protecting Your Agency Starts Here

Agency Risk Management services are available to all independent agencies large and small, member or non-member.

Agency Risk Management is a health check for your agency.

Engaging in Agency Risk Management services can offer you piece of mind in knowing your agency is operating efficiently and effectively.

Our Agency Risk Management team works alongside you and your agency as an independent partner. Get started today by taking just 5 minutes to complete this quick and easy Risk Analysis. Upon completion you will receive a Risk Score and a custom Risk Profile to help you start proactively mitigating risk in your agency. Protecting and investing in your most important asset starts here! 

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Protecting Your Agency Starts Here

This is our 20 question Risk Analysis. Answer the questions for your agency, and we will create a custom risk report for you.

  • Has your agency experienced employee turnover in the last year?
  • Does your agency have a Procedure Manual and has it been updated in the past three years?
  • Does your agency conduct a daily data back-up?
  • Does your agency use coverage checklists with every new customer to identify and analyze risk exposure?
  • Do employees consistently document all customer contacts in an agency management system?
  • Does your agency use coverage checklists with every customer to identify and analyze risk exposure for renewals?
  • Are the agency E&O limits comparable to industry benchmarks for an agency of your size and in accordance with our largest exposure?
  • Do you have a clear understanding of your agency's customer segmentation (book of business)?
  • Do you know your agency's proforma operating profit?
  • Does your agency have a market analysis and use a corresponding marketing plan?
  • Do you feel your agency is up to date with the latest industry trends?
  • Does your agency have mission and vision statements?
  • Do your employees know what your mission and vision statements are?
  • Does your agency have a perpetuation strategy?
  • Do you have an onboarding and training process for new employees?
  • Do you have a Crisis Management Plan that is updated annually?
  • Have you revised your employee agreements since January 1, 2018?
  • Does your agency have a Social Media Policy?
  • Does your agency have a website that has been reviewed by an E&O compliance expert
  • Have you experienced a Data Breach/Cyber claim in the last three years?
  • Have you experienced an E&O claim in the last three years?

Please answer all the questions.

Thank you!

Your Score: out of 100

We've received your Risk Management Analysis score and you will be hearing from an IIAW representative shortly.