Attend a Training & Qualify for Loss Control Credit from Utica

Eligible Criteria for Loss Control Credit for Utica P&C Agents:


At least 60% of the agency staff hold recognized designations

Recognized designations include CPSR, CISR, ACSR, CPCU, CIC, or others. This program is designed to focus on the education of agency personnel.


Attendance at an approved E&O Seminar
(within the first 60 days after inception date or last 24 months)

The seminars must have quality salient points addressing loss prevention of insurance agents. Please note that proof of attendance is required by Utica in the form of your course completion certificate.
Attendance requirements by size of agency:

OR All required staff attend an affiliate conducted in-house E&O loss prevention seminar.

Attendance of an approved in-house (site of your choosing, including virtual) E&O seminar—all required staff (all internal CSR employees as well as the principal or office manager of the agency) can attend a seminar that deals with E&O loss prevention.
To coordinate an in-house seminar, contact IA&B Events Manager, Alane Fagan at or 800-998-9644, ext. 512.


An annual exposure analysis program

As part of the standard operating procedure of the agency. The program should address all of the potential exposures with a checklist by class of business (as opposed to a generic approach). This would require that the client sign off on coverages not requested. To verify the existence and usage of this program, Utica requires three new and three renewal exposures analysis checklists for review.

Eligible Criteria for Loss Control Credit for Utica P&C Agents:

When you meet any of the outlined criteria, a 5% credit is applied to your premium – up to a maximum of 10% credit. There is no minimum premium threshold, and the credit will be applied after the application of any schedule rating modifiers. The criteria must be met every year for the credit to be continued.
650 Wilson Lane, Suite 200
Mechanicsburg, PA 17055
191 Main Street
Annapolis, MD 21401
Toll Free: 800-998-9644
Fax: 717-795-8347
Copyright 2022 Insurance Agents & Brokers. All rights reserved. Privacy Policy | Disclaimer
Scroll to Top