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E&O Roadmap to Policy Analysis

WHO SHOULD ATTEND:
This course is geared to EVERYONE in the agency who can help prevent an E&O claim! It is designed to guide experienced professionals step by step through the 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.

Additionally by attending one of these seminars, Swiss Re Corporate Solutions & Utica Policyholders may meet the educational requirements needed for a possible discount on their E&O policy! Please contact the Number One Insurance Agency for details at (800) 742-6363.

CLASS TOPICS:
Upon completion of this course, the participant should be able to
  • Understand important contract features in general as well as those specific to insurance policies and how they may or may not affect coverage;
  • Know the general sections of a policy, their purpose, how they can be modified, and the importance of each;
  • Understand how the sections of a policy interact and explain how they work together to determine coverage;
  • Explain the importance of each area of special interest and how they can affect coverage;
  • Understand and explain how a program of insurance should be coordinated and why it is important; and
  • Understand how all the above impact errors and omissions (E&O) loss control, new sales, and retention of existing business.




TUITION: $95.00/ member
with pdf manual
$190.00 / non-member
with pdf manual
  $105.00/ member
with hard copy
$200.00 / non-member
with hard copy
REGISTRATION: Registration begins 1/2 hour prior to class start time.
CLASS TIME: 9:00 AM - 4:00 PM

Please call 48 hours in advance for availability. A $10.00 charge will be added to all registrations received within 24 hours of class.

DATE  GL NUMBER CLASS NAME CITY CEUs
5/31/17 251323 E&O Roadmap to Policy Analysis Milford, MA 6
7/13/17 251324 E&O Roadmap to Policy Analysis Leominster, MA 6
11/16/17 251326 E&O Roadmap to Policy Analysis Milford, MA 6

CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State

REGISTRATION OPTIONS:
We've implemented
a secure system for registration and now only accept credit cards for web registrations.


      

REGISTER BY PHONE:
800-742-6363
800-742-6363
508-634-2900

REGISTER BY FAX:
(508) 634-2930



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