Skip Ribbon Commands
Skip to main content
None

E&O

E&O HOTLINE  800-550-9891 

Session:  8:00 am - 11:00 am
Credits:  3 Minnesota CE Credits
Cost: $90.00 - Member   $105.00 - Non-Member

Westport E&O Requirements
Agencies that attend this seminar will receive a 10% loss control credit on their Westport E&O Premium.  Once an agency attends the seminar the 10% credit will apply for 2 years
Number of agency staff required to attend is bases upon staff size
Staff Size                                                           Required to attend
     1-4                                                                                  1
     5-11                                                                                3 
      12+                                                         25% of Staff (max of 15 attendees)

* Your agency can receive an additional 5% credit if 50% of your agency attend.

E&O: Agent Obligations, Procedures, and Operations
Course Description
Agents who focus on E&O loss prevention fortify their agency from potentially devastating claims while improving the customer experience. In this course, agents will learn best practices regarding agent’s obligations, agency procedures and developing workflows to help defend and prevent E&O claims. 

E&O: Duties, Laws, Documentation, and Data Breach
Course Description
Agents who focus on E&O loss prevention fortify their agency from potentially devastating claims while improving the customer experience. In this course, agents will discuss the importance of understanding their legal duty of care, the benefit and importance of documentation, and adopting a best practices approach in their workflow procedures and to help them comply with federal, state laws, and defend themselves against Data Breaches.


Road Map to Policy Analysis
Course Description

Some errors and omissions claims can be directly attributed to the lack of training agents receive in analyzing insurance policy coverage forms and endorsements.  This course is designed to guide insurance professionals through a step by step process of reading policy language, applying a basic coverage analysis to look for possible gaps in coverage, and understanding advanced coverage issues. It will explain what to look for in terms of wording, punctuation, and formatting, including negative and positive implications of specific wording. In addition, the course will address E&O loss control issues and help the agency look at ways to obtain and retain business.

CGL & Business Auto Coverage Gaps and How to Fill Them
Course Description

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 general liability and business auto 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 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.
 
Cancellation Policy: Full refund or transfer will be granted if request is received in writing within 7 days prior to the seminar.  Requests received after that date will incur a $35.00 fee.    No refund/transfer will be granted for no shows.

Introducing a New Registration Portal! 

Click Here to Activitate your New Account

Activate-Account-Thumbnail1.jpg 

E&O Schedule

Register through our NEW registration portal. Everyone must activate their NEW account by setting up a user name and password.


 
Amy Rau
Director of Education & Events
763-235-6471