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E&O Risk Management: Roadmap to Policy Analysis (Classroom/Webinar) 08/15/2023

IMPORTANT – all class communications will be sent to the email address with which you register!

REGISTRATION QUESTIONS? Contact Susie Perkins, Education Coordinator at (804)747-9300 or email:

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E&O Risk Management: Roadmap to Policy Analysis (Classroom/Webinar) 08/15/2023

Tuesday, August 15, 2023 (9:00 AM - 12:00 PM) (EDT)


Many insurance and risk management professionals receive little or no training prior to entering the
insurance industry. Most professional designation programs do a good job of training on technical
insurance coverage. Unlike those who specialize in doing in-depth analysis of insurance policies, the
typical insurance professional is more focused on the selling or servicing aspect of the industry. Little
training is done to help seasoned professionals be more adept at policy analysis and comparison. As a
result, coverage denials, missed opportunities, damage to professional reputations, lost clients, bad
faith, and E&O claims result that could have otherwise been avoided.

This course 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.

Upon completion of this course, the participant will 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;
  • understand how all the above impact errors and omissions (E&O) loss control, new sales, and retention of existing business

Course #220494 | 3 OGI | Instructor: Bill Anderson

Webinar AND In-Person

Richmond, VA 23294 United States
Event Contact
Susan Perkins
(804) 747-9300
Send Email
Tuesday, August 15, 2023 (9:00 AM - 12:00 PM) (EDT)
August 15, 2023 (9:00am - 12:00pm)
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