This seminar addresses the fundamentals of reducing Errors & Omissions (E&O) exposures from the agency perspective. Attendees will learn about E&O risk management in today’s ever-changing insurance landscape, including the two biggest factors in bolstering any E&O claims defense: Documentation and consistent procedures and practices. Potential changes in agency operations learned during the course that can have a game-changing effect on agency E&O exposure. 

Class Topics

• How and what to document
• E&O issues with certificates of insurance
• E&O exposures while using social media
• Limiting exposures to data breaches
• Risk assessment questionnaires and coverage checklists
• And more!

Benefits of Attending

• Increasing staff awareness of the importance of E&O risk management and accountability
• Improving overall agency operations while increasing revenue opportunities
• Reducing exposure to the cost and hassle of E&O claims
• Keeping your deductible dollars in your pocket
• Earning CE credits

PLUS... This class may count toward a risk management/loss control credit on your Swiss Re or Utica E&O policy premium.  

Swiss Re claims data reveals that no matter the size, business mix, or geographic region, agencies that attend the seminar have better claims experience.

CLASS TIME

Sign-in begins 30 minutes prior to the class start time.
9:00 am to 12:00 pm

CEUs: 3 

GL NUMBER: 230604

PRICE:  Members: $60 / Non-Members: $115
PROMETRIC NUMBER:   21564