Agent’s E&O: Documentation, Social Media, Cyber
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 documentation, social media use, cyber risks and other exposures present in the day-to-day operations of most agencies.
Agent’s E&O: Duties, Operations, Checklists and More
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 duties, agency operations, using checklists and other exposures present in the day-to-day operations of most agencies.
Hopefully, you will walk away with some fresh ideas, the opportunity to earn a discount on your E & O insurance premium, and get 3 hours of continuing education.
Road Map to Policy Analysis
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
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.