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E&O Risk Management Seminars

Search and register for seminars described below.

Protect yourself and your agency from E&O claims by understanding how and why agents are sued. Find out what you can do to minimize exposures as you implement loss-control protocols within your agency. We offer seminars (in classroom and online formats) that explore E&O from different angles to help you meet customer expectations and prevent claims. Many are approved for Utica (Pa., Md. & Del.) and Westport (Pa. & Del.) loss-control credit.

Who should attend an E&O seminar?

You can benefit from attending an E&O seminar at just about any point in your insurance career. The best defense against an E&O claim is knowledge. These seminars concentrate on your duties and responsibilities as an agent and what is required of you to avoid a claim.

Available Programs

E&O Risk Management: Meeting the Challenge of Change

The ever-changing world of insurance includes new and evolving E&O exposures as well as emerging new ways to protect your agency. There are E&O exposures that exist today that were unimaginable 15 years ago, including those created by social media and data breaches. Following this six-hour seminar, you will walk away with greater knowledge of the following:

  • The duties owed to clients
  • Using claims statistics to focus risk management efforts
  • Why customer file documentation is so important
  • Procedural steps that can reduce E&O exposures
  • What constitutes private personal information
  • Direct and indirect costs of data breaches

This seminar is approved for loss-control credit for Utica policyholders in Del., Md. and Pa. and for Westport policyholders in Del. and Pa. (Attendees taking the on-demand program must pass the exam associated with the course to earn loss-control credit.)

Class Registration Fee
Members:  $195
Non-Members:  $235

Class Schedule
Registration:  7:30 a.m.
Seminar:  8:00 a.m. - 2:45 p.m.

This program is available on-demand.

On-Demand Registration Fee
Members:  $150
Non-Members: $210

On-Demand Schedule
At your convenience, for up to 30 days following registration.

10 Ways to Get Sued (Sources of E&O Claims)

Learn common sources of agency E&O claims so your agency doesn't become another law suit statistic.  This one-day program focuses on major sources of E&O claims against agents that can easily be avoided by adhering to basic duties in the agent-client relationship.

Claims from insurers often allege breach of contract by the agent - - that she/he failed to explain the coverages, failed to recommend a specific coverage, or misrepresented what was covered.  You will spend time learning common origins of E&O claims agents face, including:

  • Exceeding the authority granted by the insurer
  • Underinsurance
  • Failure to inspect
  • Lack of knowledge of the policy coverages and exclusions
  • Issuance of binders and certificates of insurance

You will also discuss the duties you have in your relationship with your clients; how those duties can be breached and their potential outcome.  If your agency role has a impact on E&O exposures, this seminar is a MUST for you to attend.

This seminar is approved for loss-control credit for Utica policyholders in Del., Md. and Pa. but is not approved for Westport policyholders.

Class Registration Fee
Members:  $195
Non-Members:  $235

Class Schedule
Registration:  7:30 a.m.
Seminar:  8:00 a.m. - 2:45 p.m.

Register

Ethical Behavior and E&O Program

Jerry Milton, CIC, shows you how to stay out of hot water when it comes to errors and omissions in this online program. Jerry says, "E&O claims all come from the L-Syndrome; lack of knowledge, lack of consistency, lack of communication or lack of documentation." With a full video presentation and supporting materials, you will learn how to strengthen these "lacking" areas as Jerry discusses the following:

  • Usual allegations
  • Agent authority
  • Agent's duties
  • Failure to provide standard of care
  • Breach of contract
  • Binders
  • Certificates of insurance
  • Claims scenarios

This seminar is approved for loss-control credit for Utica policyholders in Del., Md. and Pa.  (Attendees taking the on-demand program must pass the exam associated with the course to earn loss-control credit.)

On-Demand Registration Fee
Members: $75
Non-Members: $105

On-Demand Schedule
At your convenience, for up to 30 days following registration.

Search and register for any of the above seminars.

Power Hour Webinar (members only): Current causes of commercial E&O


 

 

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Upcoming Programs


WT Hold: Personal Lines 
        Oct. 24~ Altoona, PA
Additional Insureds   
        Oct. 24 ~ 1 - 4 p.m. Webinar
CISR Risk Management 
        Oct. 24 ~ York, PA
Construction Defects   
        Oct. 25 ~ 1 - 4 p.m. Webinar
Flood Insurance
        Oct. 25 ~ Monroeville, PA
E&O Risk Mgmt.
        Oct. 25 ~ Mechanicsburg, PA
HO/Auto Marketplace   
        Oct. 26 ~ 1 - 4 p.m. Webinar
CISR Comm. Property 
        Oct. 26 ~ Waldorf, MD
CISR Personal Auto 
        Oct. 26 ~ Trevose, PA
Full Schedule

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For me, IA&B is an excellent resource for timely and relevant training.
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April Ressler, CIC, CRM

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