Tools
Important Web Sites
Department of Financial Services
Excess Line Assoc. of NY
Risk Management**
Virtual Risk Consultant

Forms
Web/Email Disclaimer
Facebook Disclaimer
ACORD Form
Commercial Line Checklist
Personal Line Checklist
Electronic Records Consent

**Available exclusively to Westport Insurance Corporation and First Specilaity Insurance Corporation policyholders






















 

Reference Material

Agency Website Privacy Statement Guidelines

Case Studies

Court Decisions
Murphy v. Kuhn
Chase Scientific Research, Inc. v. NIA Group, Inc.
Hoffend & Sons, Inc. v. Rose & Kiernan, Inc.

Sample Letters and Checklists

Sample Acknowledgement, Consent & Waiver Form 

Sample Letter To Clients About Carrier Downgrades 

Sample Letter To Clients About A Carrier With A Low Financial Rating 

Self-insurance trust program checklist - questions for a trust manager* 
Sample Letter To Clients Who Join a Self-Insured Trust 
Group Self-Insured Trusts Funding Status Report (NYS Workers Compensation Board)

Note:  Many of these sample letters are available in WORD format for easy customization.  Please contact an IAAC Representative to obtain this version.

Virtual University
Should Agents Send Certificates to Insurers?
Warning: Furnishing MVRs to Insureds Could Be Hazardous to Your E&0 Policy!*
How to Explain Coinsurance to Clients*
The Danger of Not Reporting Claims*
Agent Liability for Property Undervaluation*

Articles
Acquisition/Merger: An Errors & Omissions Challenge*
Collision Damage Waivers in New York: Advice for Customers*
What Your Agency Can Do to Prevent Identity Theft
Insurance Agent Liability in Katrina Litigation (IRMI.com, January 2007) 
Fair Credit Reporting Act, Fair and Accurate Credit Transactions Act, and Drivers Privacy Protection Act
The Privacy Provisions of the Gramm-Leach-Bliley Act and Their Impact on Insurance Agents & Brokers

The E&O Report - Current Issue