Errors & Omissions Carriers
We represent three E&O carriers: Utica Mutual, SAFECO and CNA.
Simply print and complete the Online form or Adobe PDF File application below and mail or fax it to:
Heather Falk, CISR
6401 Odana Rd.
Madison, WI 53719
Phone: (608) 274-8188 or (800) 261-7429
Fax: (608) 274-8195
Email: hfalk@piaw.org.
We will submit the application to all carriers for consideration.
We will contact you when we have received a quote for you or if we have any questions.
CNA Application
Claims Information Supplement
Life Mutual Fund and or Financial Products Supplement
Utica E&O Control Credit Program
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
| Your Staff Size | # and Who Need to Attend |
| 1-3 | 1 principal/office manager or CSR |
| 4-10 | principal/office manager and 1 CSR |
| 11-20 | 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 of Wisconsin at 1-800-261-7429 to find out how you can benefit from Utica's Errors & Omissions Loss Control Program.























