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The Moberg Group

Risk Management Tools

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 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 IIAV member agents remain competitive, well-organized, and profitable, IIAV Member Services (IMS) 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 IMS. The program focuses on
the agencys operations, identification of potential E&O exposure, and recommendations for specific actions to be performed within a recommended timetable.
  • IMS & 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 IIAV.

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 

IIAV Member Agencies!**

IIAV knows that our members are often looking for a knowledgeable, 
qualified resource to consult with on a variety of topics like agency management,
 automation, performance management, perpetuation planning and more. That's why we
have partnered with The Moberg Groupa known leader in the insurance agency 
consulting arena, to connect you with a trusted resource when you have questions. And
as an added bonus, your IIAV membership gives you up to one (1) hour of phone 
consultation annually at no charge with The Moberg Group. The complimentary 
consultation is broken out into two 30-minute segments each six months. They are also 
available to help should your agency have additional needs or projects 
(addl. fee schedule applies)

The Moberg Group, founded in 1993 by Eric Moberg, provides sales coaching, assists 
in planning for compensation, marketing, and growth, and provides help with agency 
evaluations and valuations, acquisitions, and more.

Management Strategy

  • Sales & Marketing
  • Agency Performance (prior, current, planned)
  • Preliminary Industry Performance Evaluation
  • Agency Perpetuation
  • Profitability: EBITDA earnings before interest, taxes, depreciation & amortization

Process Optimization

  • Evaluate Current Workflow
  • Productivity Analysis
  • Standards
  • Procedure Documentation
  • Quality Assurance Practices
  • E&O Status

Automation Analysis

  • Agency Automation
    - Current utilization
    - Current automation plan
    - Disaster recovery plan
  • Document Management Strategy
    - Review and advise

Performance Management

  • Talent Management
  • Hiring Practices
  • Compensation Programs
  • Staff Evaluation/Recommendations

Contact:  800-630-2884

Take advantage of this valuable IIAV member service and contact The Moberg Group today!

About The Moberg Group

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

Additional Services
The Moberg Group is IIAV's recommended provider for E&O audits with their "Agency E&O Review Program." They also publish the most widely used Agency Operations & Procedures Manual for insurance agencies, on which IIAV members receive discounted pricing.


**Above services do not qualify for the complimentary 1 hour phone consultation.