Every agency wants to save money.
When you meet any of the listed criteria, a 5% credit is applied to your premium—up to a maximum of 10% credit. There is no minimum premium threshold for an account to be eligible for the credit, which will be applied after the application of any schedule rating modifiers. The criteria must be met every year for the credit to be continued.
The criteria is:
- Enactment of an annual exposure analysis program
- At least 60% of the agency staff achieve recognized designations — CIC, CISR, CPCU, ACSR
- Attendance at an approved E&O seminar within the last 15 months or within first 30 days after inception date
- CIC Agency Management
- CISR Agency Operations
- Dynamics of Service
- Wisconsin E&O Seminars
- Wisconsin Ethics Seminars
Qualification by size of agency:
- 1-3 staff size
1 principal/office manager or CSR - 4-10 staff size principal/office manager and 1 CSR
- 11-20 staff size principal/office manager and 2 CSRs
- 21+ 20% of staff
- All required staff attend an affiliate conducted in-house E&O/Loss Prevention Seminar
Call Heather at PIA Wisconsin 1-800-261-7429 to find out how you can benefit from Utica's Errors & Omissions Loss Control Program.
