PLEASE NOTE - THIS CLASS IS APPROVED FOR PREMIUM DISCOUNTS WITH SWISS RE. IF YOUR STATE HAS AN ACTION ITEM FOR YOU AFTER COMPLETING THE CLASS, IT WILL BE INCLUDED IN THE HANDOUTS/MATERIALS SECTION!
This course is designed to provide insurance agents with essential knowledge and strategies to minimize their exposure to Errors and Omissions (E&O) claims. Participants will engage in a thorough exploration of critical concepts, including:
Compliance with State and Federal Laws
A 360 degree view of an E&O claim
The Role of Agency Procedures
E&O Issues of Certificates of Insurance
By the end of the course, agents will have a deeper understanding of E&O risk management and be equipped with practical tools to enhance their professional practices and protect their agencies.
Learning Objectives
Major Subjects