Resources
Agency Resources
Welcome to the Resources Section
Virtual Agency Solutions offers a portfolio of FREE insurance agency tools and resources. Find agency assessments, Ask an Auditor, watch on-demand courses, interact on the Online Forum, request a quick annual website review or download agency checklists and sample disclaimer language.
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Our resources and tools are available to free subscribers. Join our community of insurance professionals today! You'll receive access to a variety of insurance agency risk mitigation tools and have the opportunity to take advantage of our customized risk management services.
Have a Question? Ask an Auditor Here
Agency Evaluation
Wondering how your agency can improve? Take our Free Operational Agency Evaluation to find DIY operational improvement opportunities at your insurance agency. You will be provided with a personalized report that includes resources based on your opportunities to improve and gain efficiencies.
Note: This is not a full E&O Website Review and will not be eligible for the Swiss Re Premium Credit. This is intended as a quick checkup of your website. For a full review of your site, please consider an E&O Website Review
Annual Website Checkup
Are you curious if the digital footprint on your website is still safe from E&O exposures? Complete a quick request to have a quick, annual website checkup for language that could potentially cause an E&O exposure or be used against you in an E&O claim.
Note: This is not a full E&O Website Review and will not be eligible for the Swiss Re Premium Credit. This is intended as a quick checkup of your website. For a full review of your site, please consider an E&O Website Review
Customizable Agency Tools
Reduce your E&O exposures and gain operational efficiencies at your agency by using some of our customizable agency resources. Find sample checklists, proposals, disclaimer language, forms, employer documents and more!
Note: This is not a full E&O Website Review and will not be eligible for the Swiss Re Premium Credit. This is intended as a quick checkup of your website. For a full review of your site, please consider an E&O Website Review
On-Demand Classes
Find new and engaging insurance focused courses in our library of on-demand classes. Whether it's about E&O risks or to touch on the importance of documentation, learn more in one of our pre-recorded courses for FREE here.