Swiss Re Westport Risk Management Credit Program

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Swiss Re Risk Management
Credit Program

The applicant must be a current member of Insurance Agents & Brokers (IA&B).
The Insured/Applicant must attend a 3 hour risk management seminar that is approved by Swiss Re. It can be classroom, on-demand self-study (exam required), live webinar, or in-house.
Attendance requirements by size of agency (see chart).
The credit is good for two continuous policy terms.
Agencies qualifying for the 10% Risk Management Credit can increase the credit by up to a maximum 20% by satisfying two of the following three additional 5% credit options:

50% or more of staff attend the risk management seminar
Receipt and review of agency coverage checklists
Insured/Applicant completion and implementation of the Critical and Urgent Improvements from a voluntary website Operational Efficiency Review. This credit is valid for four consecutive terms (not to exceed a total of 48 total consecutive months) and is applied at the first policy year following completion of the audit. The audit needs to be completed by an approved auditor.

Agency Staff Size	Position In Insured Agency	Attendees Required
1-4	Active Agency Principal, Owner, Partner, or Officer	1
5-11	1 - Active Agency Principal, Owner, Partner, or Officer And any combination of Producers or CSRs	3
12+	1 - Active Agency Principal, Owner, Partner, or Officer And any combination of Active Agency Principal, Owner, Partner, or Officer, Operations Manager, Producer, or CSRs	25% of staff (Max of 15 attendees)
* Active Agency Principal, Owner, Partner, or Officer is defined as participating in daily operations of the agency; owners who are investors or have no active participation of the agency are not included.

To have a webinar conducted specifically to your employees, contact IA&B Events Manager Alane Fagan at AlaneF@IABforME.com or 800-998-9644, ext. 512.

650 Wilson Lane, Suite 200
Mechanicsburg, PA 17055

191 Main Street
Annapolis, MD 21401

Toll Free: 800-998-9644
Fax: 717-795-8347
Email: IAB@IABforME.com

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