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E&O Risk Management
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.
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.
Live Webinars
These webinars are approved for loss-control credit for Utica policyholders in Pennsylvania, Maryland, and Delaware; North American Specialty/Westport policyholders in Pennsylvania and Delaware; and Allianz policyholders in Pennsylvania and Delaware:
- Agents E&O: Duties, Best Practices, Operations, Workflows, and Certificates
- Agents E&O: Defenses and Preventions for the Insurance Professional
These webinars 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
- That's Personal: Home & Auto Exposures Your Insured Doesn't Share
- Other courses include: CISR Agency Operations, CIC Agency Management, CPIA courses, and any CIC or CISR course taken to update a designation.
Your Investment
- IA&B Members - $25 | Non-Members - $55 for all 1 hour webinars
- IA&B Members - $75 | Non-Members - $105 for all 3 hour webinars
- IA&B Members - $100 | Non-Members - $140 for all 4 hour webinars
On-Demand Options
Learn how to minimize exposures and implement loss-control protocols within your agency. Our E&O seminars are available on-demand, allowing you to complete them online at your pace within 30 days of registering.
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 on-demand 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
This on-demand option is approved for loss-control credit for Utica policyholders in Pennsylvania, Maryland, and Delaware and North American Specialty/Westport policyholders in Delaware and Pennsylvania.
Note: 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
This on-demand option is approved for loss-control credit for Utica policyholders in Pennsylvania, Maryland, and Delaware and North American Specialty/Westport policyholders in Delaware and Pennsylvania.
Note: Attendees taking the on-demand program must pass the exam associated with the course to earn loss-control credit.
Your Investment
- Members: $75
- Non-Members: $105
CE Requirements and E&O Loss Control Credit
Full attendance is required to earn state continuing education credit and Loss Control Credit. Continuing education credit approval is subject to re-evaluation by the state insurance departments and can change at any time.
Q&A
For frequently asked Q&As regarding webinars, on-demand and other education related questions, go to our FAQ page.
“Agents E&O: Documentation, Social Media, Cyber - The best E&O webinar I have ever taken. It was very helpful!”
Mercine Ross, CIC, CISRChristian Baker Company
Lemoyne, PA
Lemoyne, PA
650 Wilson Lane, Suite 200
Mechanicsburg, PA 17055
Mechanicsburg, PA 17055
191 Main Street
Annapolis, MD 21401
Annapolis, MD 21401
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