This article explains how to add an existing individual Errors & Omissions Insurance policy to your SureLC profile.  If you don't already have an E&O insurance policy you may be able to purchase it on the E&O Insurance page (please note not all agencies have this enabled). For more information about how to purchase a new or renew an existing E&O policy through CalSurance click here.  

 

How to Add an Existing E&O Policy 

How to Remove an E&O Policy 

 

 

How to Add an Existing E&O Policy 

Step 1: Log in to your SureLC profile and select E&O Insurance in the navigation menu. If you're not sure how to log in, click here. 

Step 2: Locate the Add Existing E&O Policy section and select ADD EXISTING POLICY.  

Step 3: A window will appear (an example is shown below) where you can navigate to the folder containing your computer's E&O policy declaration page. Select your E&O policy declaration page to upload it to your SureLC profile.

Step 4: Once the policy is shown, review the information added to each field to ensure it matches the policy and edit if needed. Make sure all the required fields (highlighted in red) are updated. The required information can be found on the E&O declaration page at the bottom of the screen (scroll down to see the rest of the policy information). Please note the certificate number is optional and only has to be added when you have a certificate number on the policy. 

After reviewing and updating the required fields to ensure they match your policy, click SAVE & EXIT to update your SureLC profile. 

Step 5: Once your profile has been updated, the E&O policy information will appear at the top of the Errors & Omissions page. Please note policy information can be edited for up to 30 days. 

Please Note: The uploaded E&O policy declaration page will also be added and made available for review in the profile documents section of your profile. 

 

How to Remove an E&O Policy 

1. Login to your profile. 

2. Select the E&O insurance page in the menu. 

3. Select the actions button on the top right of your E&O policy snapshot and select Archive. 

Please Note:  Archiving a policy removes it from the E&O Page and moves it to the Archive tab on the Profile Documents page for reference. 

If you need additional help uploading your E&O policy, please contact your agency. Your agency's contact information is in the help & support section of your profile.