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Swiss Re Corporate Solutions Loss Control Credit Requirements and Available Class Schedules

How to Qualify for Swiss Re Corporate Solutions Loss Control Credit
Available to P&C Agents Only. 
 
Who must attend a loss control seminar approved by Swiss Re Corporate Solutions?
Total Staff Size Who Must Attend Total Attendees
1 1 Active Principal, Owner, Partner or Officer 1
2-7 1 Active Principal, Owner, Partner or Officer
1 Producer/CSR
2
8-20 1 Active Principal, Owner, Partner or Officer
1 Active Principal, Owner, Partner, Officer,
Operations Manager or Producer
2 add'l Producer or CSR
4
21-50 1 Active Principal, Owner, Partner or Officer
1 Active Principal, Owner, Partner, Officer,
Operations Manager or Producer
1 CSR
3 add'l Producer or CSR
6
51+ 1 Active Principal, Owner, Partner or Officer
1 Active Principal, Owner, Partner, Officer,
Operations Manager or Producer
2 CSR
5 add'l Producer or CSR
10
What classes qualify?
  Video Training Room:
 
E&O Risk Management - The Challenge of Change I  [6 Hrs]...check listing for when program will run
 
  Streaming Live:
    Streaming Class: E&O Roadmap to Policy Analysis Part 1 & 2 [6 Hrs] ...check listing for when program will run
   
  Traditional Classroom:
    E&O Roadmap to Policy Analysis  [1 day seminar]
 
E&O Risk Management - The Challenge of Change I  [1 day seminar]
    E&O Risk Management - The Challenge of Change II [1 day seminar]
   
  Also Available...
 

To arrange for an on-site class in your agency, please contact Debbie White at 800.222.2699 or email her at dwhite@massagent.com

We will also provide E&O educational opportunities at MAIA's Annual Conference - The BIG Event - in November.


Conditions and Definitions for this program are as follows:
  • You must attend a loss control seminar approved by Swiss Re Corporate Solutions.

  • No claims are made against your agency in each of the three years following the attendance at the seminar.

  • If there are no claims made during the three year discounted term, the insured may qualify for credit by attending another seminar during the third year of the discounted term and prior to the policy period expiration date.

  • If a claim is made against the insured during any of the three years of the discount term and the agency qualifies again prior to the next renewal date by attending Loss Control seminar (s) as described above, the loss control credit will be reinstated and the three year loss control period will begin to run again.  This is one-time opportunity; additional losses during the policy period results in the loss of the credit at the next renewal date.

  • For the purpose of this program, a claim is defined as an Errors & Omission incident or situation for which a payment for loss and/or expense is made by either Swiss Re Corporate Solutions or if a loss reserve on a reported incident is established by the Claims Department of Swiss Re Corporate Solutions.  Reporting of an incident where no reserve is established and no payment is made will not be considered as a claim for purposes of this program.  Any time or expenses for Swiss Re Corporate Solutions' staff does not constitute a payment for loss or expense.

  • Upon completion of an approved Loss Control Seminar, you will receive a CEU form by email stating that you have met the E&O requirements.  All attendees, regardless of their need for CE, should retain a copy of this record and should submit it to Swiss Re Corporate Solutions with their E&O renewal application.
For more information about our E&O Programs, please contact our E&O Department at the Number One Insurance Agency at 1-800-742-6363 or email estoppel@massagent.com or mstangelo@massagent.com