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Agency Shield

The program starts with a simple, yet comprehensive online survey about your agency's processes and current risk exposures.  After completion, the ASP™ coordinators at Swiss Re will assess your survey and develop a detailed action plan that identifies areas of improvement in your current workflow procedures.  The action plan includes a series of easy to implement steps and recommendations for reducing E&O exposure, strategies to ensure high-quality client service, and counsel on ensuring compliance.
The goal of ASP™ is to help your agency establish a standardized process that makes your procedures focused and efficient throughout your agency, ultimately leading to better productivity, increased profits, and reduced E&O exposure.
Here's how it works -

  • Your agency selects a person within your office to be the Agency Shield Program™ champion.  He/she will be the primary contact for the program and will be responsible for making sure all activities have been completed.
  • Based on the information within your registration application, the ASP™ survey will be customized according to your business profile.  The survey asks questions about your agency's policies and procedures relative to automation, documentation, processes and workflows; claims, audits, training and education, licensing and administration and human resources.
  • The agency champion oversees the completion of the ASP™ survey, and once finished, returns it to the ASP™ accreditation center at Swiss Re.
  • The survey responses are compared with best practices of agencies of similar sizes and operations.  Differences are outlined in a project tracking sheet that contains recommendations on better ways to manage a particular activity.
  • The ASP™ Coordinator at Swiss Re keeps tabs on your progress and is there to assist you with any questions or roadblocks you run into.  We recognize that you have an agency to run so these activities are designed to be completed while continuing to handle your daily business.  All activities can be delegated as appropriate and do not need to be completed in their entirety by the agency champion.

Program Features

  • Detailed and systematic review of agency operations
  • Focuses on reduction of E&O exposures
  • Helps agencies avoid the direct and indirect costs associated with having an E&O claim, such as deductibles, loss of credits, loss of productivity and stress of being involved in a claim
  • Assists you in establishing standards across all agency activities
  • Helps to develop benchmark processes for new hires
  • Template for training your staff in the important area of customer service and potential agent liability
  • Potential for a 10% premium credit good for three years to participating agencies who complete ASP™*

* Subject to State Department of Insurance approval

 

For More Information on any of our products please contact:

North Florida
Fred Phelps
850-893-4155 ext. 342

Central Florida
Dawn Korzen
850-727-9948

Central and South Florida
Jackie Cook
941-223-5667