E&O Risk Alert Agent
Proactively identifies potential Errors & Omissions risk situations to prevent claims
What you need to use this
- ✓ Agency Management System
- ✓ Document Management
- ✓ Task Management
What this agent does
- Monitors for E&O risk indicators across all client accounts
- Flags missing renewals, lapsed policies, and coverage gaps
- Identifies uncompleted certificate requests and endorsements
- Alerts on missing documentation and unsigned applications
- Tracks unresolved client communications and requests
- Monitors policies with inadequate limits for client risk
Examples of work it does
→ Caught 5 renewal gaps before E&O claims materialized
→ Identified 25 missing COIs and resolved all within 48 hours
→ Prevented E&O claim from uncompleted endorsement request
→ Found 10 policies with inadequate limits before claims occurred
→ Reduced E&O risk score for carrier audit
How to get started
1
Pick
Choose this agent for your business
2
Connect
Give it access
3
Done
Pay when work is done.
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Let's talk about how this fits your business