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Agency E&O - We Have You Covered!

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Now Offering Markel's Top-Rated E&O Insurance Program

We're partnering with program administrator CalSurance to offer Errors & Omissions insurance to our agency partners. Insured by Markel and rated "A (Excellent)" by AM Best, this program has helped agents save on their E&O coverage. The quick & simple enrollment application will get your agency one step closer to receiving top-rated coverage.

Apply now for a quote!


The Details

  • Individual limits per agency, up to $5M/$5M
  • Tiered pricing based on revenue and selected limits
  • Markel Insurance Company (admitted carrier)
  • First dollar defense (deductible only applies to indemnity) and defense outside with limit (capped at $1M)
  • Coverage for P&C and Life activities, plus enhancements for Cyber Management Liability, Subpoena Expense Coverage, etc.
  • Significant cost savings to agency partners
  • Policy effective date of July 1, 2020

Automatic Enrollment Eligibility

  • Instant enrollment questionnaire (7-8 questions)
  • Agencies with E&O claims under $25,000 within the last 5 years 
  • Agencies with high percentages of certain business lines may be subject to be individually underwritten. 
  • If the agent’s/agency’s annual revenue exceeds $1,500,000, it will be individually underwritten.

Retroactive Date

  • The earlier of the date of first continuous claims-made E&O coverage or the retroactive date on the policy immediately preceding this policy.
  • Prior Knowledge and Pending and Prior Litigation Exclusion date as of 7/1/2020 or time of enrollment.

Payment Options

  1. Payment in full by check
  2. Payment in full online by ACH/debit
  3. 4-pay with installment due dates on the date of enrollment (9/1/20, 11/1/20, and 1/1/21) 

Main Contact

Dean L. Milber JD/MA
Director | CalSurance & Lancer Claims
Phone: 714.939.7380

Enroll your agency online at

Enroll now →