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The Moberg Group

Risk Management Tools

Agency Operations & Procedures Manual

After years of trying to write a manual for your office, you can now buy a complete manual and with very little time and effort customize it to fit your agency using basic word processing skills. Published by The Moberg Group (TMG), the leading provider of E&O Risk Management Services and Consulting Services, the manual was designed specifically for independent agents and brokers.

Whether processing a non-premium endorsement, or the most complex reporting form policy, the easy to follow workflow makes the process simple. Provided on CD in Microsoft Word format, this manual is ideal for training new employees, reinforcing procedures to existing employees, and to meet the requirements of the "Rules of Evidence". The manual includes:

  • General Agency Procedures
  • Personal Lines Work Flow & Procedures
  • Commercial Lines Work Flow & Procedures
  • Employee Benefits Procedures
  • Job Descriptions

E&O Risk Management Review Program

To help member agents remain competitive, well-organized, and profitable, Big I Kentucky (Big I KY) and SwissRe/Westport in conjunction with The Moberg Group (TMG), offer the Agency E&O Review Program for agencies participating in the Big I KY E&O insurance program. TMG conducts the E&O Review Program for agencies referred by Big I KY. The program focuses on agency operations, identification of potential E&O exposure, and recommendations for specific actions to be performed within a recommended timetable.

  • Big I KY & SwissRe/Westport provide a five year 10% premium credit for completion and compliance with the Review Program.
  • E&O Review credits are in addition to the credits received for participation in the E&O education classes provided by Big I KY.

For more information or to schedule a review in your agency, visit, email or call 828-349-5250.

Free Agency Consulting Program

**Up to 1 Hour of Free Phone Consultation Each Year for Big I Kentucky Member Agencies!**





With over 20 years experience in almost every aspect of the insurance industry, The Moberg Group can provide the solutions you need to help your agency succeed. The Moberg Group is a leading provider of independent agency consulting services and the largest provider of E&O loss control programs for independent insurance agencies. Regardless of the size of your agency or brokerage, The Moberg Group's team of highly experienced consultants can assist your organization with the following selection of services:

  • E&O Risk Management
  • Business Planning
  • Mergers and Acquisitions
  • Agency Valuations
  • Perpetuation Planning
  • Workflow Implementation