Welcome to the Oaktree Life & Annuity Brokerage Sponsored Errors & Omissions Program.

Oaktree Life & Annuity Brokerage and CalSurance® are proud to offer an errors and omissions plan tailored to the needs of agents contracted with Oaktree Life & Annuity Brokerage.

The Group Errors and Omissions policy provides Claims Made and Reported coverage for acts, errors or omissions arising out of the rendering of or failure to render Professional Services as a licensed life, accident and health Agent. 

Other program advantages include: 

  • Multiple Coverage & Limit Options Available!
  • Installment plans are available using your credit card or ACH (Debit to Checking) if enrolling online.
  • Deductible as low as $500 per claim. 
  • Certificates of Insurance issued immediately upon enrolling online.
  • Top Rated Carrier

Additional details can be obtained from the outline of coverage or the policy.

For additional questions about coverage or enrollment, please contact CalSurance Customer Service at:

Phone:                 (800) 745-7189
Fax:                     (800) 607-6875

Hours:                  Monday – Friday : 7 a.m. to 5 p.m. (PST)


2020 - 2021

E&O Online Enrollment
2020 Enrollment Packet
2020 Specimen Policy



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