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.
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.