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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: 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 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
Members:  $195
Non-Members:  $235

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

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

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

Register

 

On-Demand Option

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


 
  

Upcoming Programs


CISR Agency Operations   
        March 27 ~ Wilkes-Barre, PA
CIC Comm. Casualty   
        March 27-29 ~ Wilmington, DE
CISR Agency Operations   
        March 28 ~ Phoenixville, PA
        *WAIT LISTED*
D&O and EPL   

        April 2 ~ Phoenixville, PA
CISR Comm Casualty II   
        April 2 ~ Lancaster, PA
CISR Comm Casualty II   
        April 3 ~ Dover, DE
D&O and EPL   
        April 3 ~ Ellicott City, MD
CIC Personal Lines   
        April 3-5 ~ Macungie, PA
P&C Licensing Course   
        April 9-11 ~ Mechanicsburg, PAFull Schedule

Let's talk insurance.

Insurance Placement Specialist David Wertz is a licensed agent who can help protect your agency.

Email David
or call 800-998-9644, ext. 506