Program Advantages

Allianz offers an E&O policy form which is one of the broadest available to Independent Insurance Agents. Eligibility has been expanded to include agencies selling P&C products as well as LA&H products with annual revenues up to $10,000,000.

Allianz considers each account on its own operation, individually underwriting and pricing to ensure that you are covered for the needs of your agency.

Coverage Highlights:

  • Admitted/A+ A.M. Best rated
  • Claims Made1st Party Personal Data Compromise Coverage, if eligible
  • Broad definition of covered Professional Services
  • Loss Control and Risk Management services coverage
  • First Dollar Defense available
  • Worldwide Coverage, where such coverage is legally permissible
  • Full Prior Acts available, if eligible
  • Policy limits up to  $5,000,000
  • Employee Benefit Plan Administration activities coverage
  • Employee Practices Liability available by endorsement, if eligible
  • Damages include attorney’s fees and costs that may be awarded
  • Deductible waiver if no claims for 5 years and continuous coverage with Allianz
  • Automatic 90-day coverage for acquisitions
  • Supplementary payments such as expense reimbursement and regulatory defense
  • Specialized experience in claims settlement

Allianz policyholders can also get a 10% flat discount if they take an approved ABEN class.

Underwriting Requirements:

  • Three years industry experience required
  • Retail P&C agency with incidental LA&H activites
  • Limited placement through others or low/non-rated carriers

Submission requirements:

  • We can provide an indication based on most current E&O application. If accepted, a full AGCS application and supporting documents would be required to finalize terms
  • Current five (5) year loss runs
  • Resume of principals IF entity has been established less than three (3) years

All descriptions of coverage are subject to the terms, conditions and exclusions of the individual policy. 

Your E&O Specialists

IIABCal has partnered with professional liability specialists, Cooper & McCloskey (CMI), to provide you with the choices and resources you need to manage your E&O insurance. CMI has extensive knowledge and experience dealing with the California insurance agents and brokers professional liability marketplace and can tailor coverage specifically designed for your agency. 

Who To Contact:

Lic #OC08404
Cooper & McCloskey, Inc.
1981 N. Broadway, Suite 340
Walnut Creek, CA  94596
415-433-7700 (main line)
www.cmiprorisk.com

Mike Orrick
916-865-8111
morrick@iiabcal.org