E&O Guardian Declination forms

Make your Mark with Risk Analysis Checklists.

Coverage declination forms signed by clients are crucial defense tools when defending a “failure to offer” claim.  Without a signed declination or proof your agency requested one, your E&O adjuster will have a tougher time defending your agency should a failure to offer coverage claim arise. If the insured does not return the form or wish to sign it, proof you sent the form in your agency management system or file notes provides the adjuster with a stronger defense against failure-to-offer negligence allegations. Similarly, your agency procedure manual should detail this critical step so that all producers and service reps take advantage of these forms. 

Declination Forms Available for Download

  • Active Assailant
  • Change in Coverage
  • Commercial Umbrella
  • Contractors Professional Liability
  • Cyber Coverage
  • Discontinued Operations
  • Earthquake
  • Environmental
  • EPLI
  • Flood
  • Home Business
  • Ordinance Law
  • Personal Umbrella
  • Professional Liability
  • Property Policy
  • UM/UIM
  • Workers Compensation

Access to Declination Forms is reserved for Big “I” members.


Big “I” Risk Management

Big “I” member Resources.

Big “I” Members Only.

Sample Procedures Manual


Checklists


Declination Forms


Records Retention


ACT Resources


Big “I” Risk Management

Big “I” E&O Policyholder Resources.

Big “I” E&O Policyholders Only.

Disclaimers


Letters


Auditing Tools


Workflows & Procedures Check-up.

Consistency in practices and procedures is a critical component in E&O claims prevention. ​Coverage checklists, disclaimers, sample procedures and sample customer letters are just some of the valuable tools you can utilize to help prevent claims in your agency.

You must be a Big “I” member to view.

Some resources are exclusively available to SwissRe Corporate Solutions E&O policyholders. 

SwissRe Policyholder exclusives.

Disclaimers.

Disclaimers are simple to implement and can help to show a pattern of consistent practice that can aid in the defense of an E&O claim. Download disclaimers.

Letters.

Effective client communications and comprehensive file documentation are very important in preventing or absolving your agency from an E&O claim. Find samples.

Auditing Tools.

Swiss Re policyholders have the opportunity to receive a premium discount on their E&O policy for having an approved agency E&O procedures audit and implementing recommendations. Find a wealth of resources.

Get an E&O Quote today!