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Risk Management Tools

The Moberg Group

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 make the process simple.  Provided on CD I 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


**IIAV members enjoy special, discounted pricing of 25% off the cost of the manual.**

Click here for more information and an order form.

E&O Risk Management Audit/Review Program

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

IIAV & SwissRe/Westport provide a five year 10% 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 IIAV.


Click here for a brochure with detailed information on the E&O Risk Management Review Program.


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


Consulting Services

All IIAV members can receive a FREE 1-hour consultation with the Moberg Group per member/per year.  If you need additional consultation time, TMG is there to assist you.  They can help you with mergers and acquisitions, agency perpetuation, producer and staff compensation planning, sales and producer management, producer training, workflow and procedures and improvement to agency productivity and profitability.

For more information email The Moberg Group at or call 828-349-5250.