Competitive E&O for Independent Agents

E&O Graphic

Offered by The Thompson Agency and NAILBA
in conjunction with Arthur J. Gallagher & Co.

Our Exclusive Errors & Omissions (E & O) Insurance Program

We are committed to your career success. Our goal is to continually offer outstanding new programs and services that will help you build and protect your business. A great example is the development of one of the most competitive agent Errors & Omissions plans in the industry.

Finally, a competitively priced, comprehensive E & O program specifically tailored to You, the independent insurance agent. When you enroll in the Agentsresources.com E & O Program, you will be insured with a highly rated, admitted carrier, and you can choose up to $2 million dollars of per claim coverage.

 

Benefits of enrolling in the AgentResources.com E & O Program
  • Comprehensive coverage for your life insurance, variable product and mutual fund business.
  • No membership fees - Other life insurance agent programs require a membership fee to enroll in their E & O program. Not the case with AgentResources.com.
  • Quality Carrier - Clarendon National Insurance Company is one of the largest insurance carriers in the E & O program business in the United States. Clarendon is an admitted carrier and Rated “A-“ “Excellent” by AM BEST.

 

What activities are covered under this policy? 
  • Sale, or attempted sale and servicing of:
  • Life Insurance
  • Accident & Health Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Fixed Annuities
  • Employee Benefit Plans, Individual Retirement Arrangements, IRAs and KEOGH Retirement Plans (see below)
  • Administration of Employee Benefit Plans (see below)
  • Variable Products – if this option is elected
  • Mutual Funds – if this option is elected
  • Financial Planning incidental to the sale of the above products

 

Policy Limits & Retention:

(dependent on which option chosen) Applicable to Defense Costs & Damages, each Wrongful Act or series of Wrongful Acts:

 

Options:

$1,000,000 per Wrongful Act Limit / $1,000 per Wrongful Act Retention or $2,000,000 per Wrongful Act Limit / $2,500 per Wrongful Act Retention
$5,000,000 Policy Aggregate (this limit will increase when 500 agents are enrolled in this program)

Please visit AgentResources.com today to get a premium indication for Agents in your area. You can even fill out a brief application for quote on line!

 

For questions regarding the E&O Program, please contact:

Arthur J. Gallagher & Co. Insurance Brokers of California
Attn: Carolyn Osborn
15 Enterprise, Ste 200 Aliso Viejo, CA 92556
(800) 532-0327 x801
Carolyn_Osborn@AJG.com


Download application (PDF)

Get an E&O Quote: www.agenteoprogram.com