Utica E&O Credit Opportunities


Utica's Errors & Omissions Loss Control Program

Utica Gives You the Credit You Deserve!

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, CRM, CPIA
  • Attendance at an approved E&O seminar within qualified timeframe for your agency

Total Staff Size
1-3 staff size
4-10 staff size
11-20 staff size

Who Needs To Attend
1 principal/office manager or CSR
1 principal/office manager and 1 CSR
1 principal/office manager and 2 CSRs
20% of staff

Approved Seminars

  • Any CIC Update
  • CIC Agency Management
  • CISR Agency Operations
  • Dynamics of Service
  • Wisconsin E&O Seminars
  • Wisconsin Ethics Seminars

PIA of Wisconsin Ethics and E&O seminars are Utica approved

Contact Heidi at PIA Wisconsin to find out how you can benefit from Utica's Errors & Omissions Loss Control Program, 1-800-261-7429 or .

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Professional Insurance Agents of Wisconsin
6401 Odana Road | Madison, WI 53719
Phone: (608) 274-8188 | Toll Free (800) 261-7429
Fax: (608) 274-8195 | Toll Free (866) 203-7461