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E&O Risk Management Seminars

Search and register For All E&O Webinars and On-Demand Courses

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 

Due to COVID-19, in-person training courses are cancelled. Check back for updates regarding the return of classroom programs.  


On-Demand Options

NEW for 2021! Commercial Liability Coverage Gaps and How to Fill Them

Errors and omissions by an insurance producer can be extremely costly and damaging to the producer’s professional reputation. This course is designed to help insurance agents and brokers prevent many types of errors and omissions involving commercial liability insurance. Agents strive to reduce the likelihood of  claims but 100% avoidance is not a guarantee.  An agent or broker 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 an error or omission and will probably be better able to defend himself or herself against these allegations.

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

  • Commercial general liability insurance
  • Commercial auto insurance

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

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

Register

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.)

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.

Register

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.)


Live CE Webinars

These seminars are 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.

  •         Agents E&O: Duties, Operations, Checklists and More   
  •         Agents E&O: Documentation, Social Media, Cyber and More

These seminars are approved for loss-control credit for Utica policyholders in Pennsylvania, Maryland, and Delaware.

  •         Commercial Lines Coverages, Court Cases & Chaos
  •         Nailed It:  Understanding Insurance Requirements in Construction
            Contracts
  •         Culture Ethics and E&O: The Right Way to Run an Agency
  •         That's Personal: Home & Auto Exposures Your Insured Doesn't Share (And
            Why That's Bad)

 

Register for live webinars 


 
  

Master CE Approval Chart

Verify how many continuing education credits (CEs) you'll receive from IA&B courses. 

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