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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.

Offered in Classroom and On-Demand 

E&O Risk Management: Avoidance & Prevention (9:00 AM - 12:00 PM)

What can you do to avoid and limit your E&O exposures and prevent an E&O claim?  This program reviews these issues and provides you with actionable items to institute when you return to the office.

  • Agency Operations
  • Risk Assessment Questionnaires and Coverage Checklists
  • Social Media Exposures
  • Data Breaches
E&O Risk Management: Claim Time! (1:00 PM - 4:00 PM)

You've done what you could to avoid and prevent an E&O claim.  Unfortunately, it wasn't enough and now you have to navigate the claim process.  This program will guide you through the claim process and the documentation you need to have in place.

  • E&O Claim View
  • Agency Defenses - Documentation

These seminars are approved for loss-control credit for Utica policyholders in Pennsylvania, Maryland, and Delaware; Westport policyholders in Pennsylvania and Delaware; and and Allianz policyholders in Pennsylvania and Delaware. (Attendees taking the on-demand program must pass the exam associated with the course to earn loss-control credit.)

Class Registration Fee (per 3-hour session)
Members:  $100
Non-Members:  $120

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

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

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On-Demand Options

NEW!  Commercial Property Coverage Gaps and How to Fill Them 

This course is designed to help insurance agents and brokers prevent many types of E&O claims involving property insurance.  The verb "prevent" is used here in the risk management sense.  Loss prevention seeks to reduce the frequency or likelihood of claims.  Complete avoidance is impossible.  An agent who has handled everything properly, following every guideline within this course, may still be sued for some alleged error or omission.  However, the producer who successfully completes this course is less likely to be charged with a claim and will be better prepared to defend themselves against allegations.

This course will help agents recognize and prevent many of the problems associated with selling and servicing the following:

  • Commercial property insurance
  • Equipment breakdown insurance
  • Business interruption & extra expense insurance

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

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

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

E&O Risk Management: Meeting the Challenge of Change

Decrease your agency's E&O exposures by learning and reinforcing the principles of E&O and the impact that technology has on these exposures.  This course is presented by Linda McCann, AAI, CPCU, CPIW from Salisbury, MD.

Topics Include:

  • Duties owed to clients
  • Using claims statistics to focus risk management efforts
  • Importance of customer file documentation
  • Procedural steps to reduce E&O exposures
  • Private personal information
  • Direct and indirect costs of data breaches

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

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

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

Ethical Behavior and E&O On-Demand 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 Pennsylvania, Maryland, and Delaware.  (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.

 

LIVE Webinars

E&O Road Map :  Part One & Two

Click here for a full live webinar schedule. 

This seminar is approved for loss-control credit for Utica policyholders in Pennsylvania, Maryland, and Delaware; Westport policyholders in Pennsylvania and Delaware; and Allianz policyholders in Pennsylvania and Delaware.

Search and register for any of the above seminars.

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


 
  

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