E&O Seminars - Classroom

E&O Risk Management: Meeting the Challenges of Change

Take this course to gain your 10% loss control credit on your E&O policy, PLUS obtain 6 CE hours!  This highly interactive class is written by the Big “I” Advantage, Inc and Swiss Re Americas from a best-in-class approach.  We will cover many relevant topics including:
  • The common causes and sources of errors and omissions claims
  • Proper documentation – helps avoid E & O and allows for transparency
  • Overview of federal and state laws and rules that apply to insurance agents
  • Excess and surplus lines insurance placement considerations
  • Protecting personal information entrusted to an agent/agency
  • Social media concerns including advertising, defamation, privacy, and more
  • How unethical behavior or the illusion of it can be the basis of an errors and omissions claim 
  • How and Why policies and procedures help assure that staff is acting within their authority
  • The importance of helping staff identify authority granted in agency agreements
To gain the 10% loss control credit agencies must have the following number of individuals attend the E&O Seminar


Hopefully, you will walk away with some fresh ideas, the opportunity to earn a discount on your E & O insurance premium, and get 6 hours of continuing education.
Session:  8:30 am - 3:30 pm
Credits:  6 Minnesota CE Credits
Cost: $151.00 - Member   $166.00 - Non-Member
Cancellation Policy:  Cancellations received seven days prior to the start of the seminar are fully refundable; cancellations received within seven days prior to a seminar will be subject to a $30.00 cancellation fee, whether or not you credit balance to another course.
E&O HOTLINE  800-550-9891 
Amy Rau
Director of Education & Events