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On-Site Group
Individual Viewer
E&O Risk Management Meeting the Challenge of Change-1 Event
Length: 6 hrs
Single event 6-hour ABEN Webcast:
This course, which will apply toward the agency's requirement for the Swiss Re 10% E&O discount*, is designed to give agents important information to help reduce their exposure to E&O claims. Topics that will be discussed include:
- Agency/Carrier Relationships – Law of Agency
- Understanding Agent Duties
- An E&O Claim – 360° View
- Agency/Carrier Contracts – E&O Considerations
- Agency Defenses Documentation
- E&O Considerations of Agency Operations
* Subject to state filings
State Specific Details:
LA- This course has been approved for CE credit - Course # 23074
IL - This course has been approved for CE credit - Course # 66900
KS - This course has been approved for CE credit - Course # 985738GEN
KS Agents - KAIA will send the agent a Certificate-the agent is responsible for filing CE with the state of Kansas
MS - This course has been approved for CE credit
OH - This course has been approved for CE credit - Course # 38197
TX - This course has been approved for CE credit - Course # 91044
KY - This course has been approved for CE credit - Course #C11522
NJ - This course has been approved for CE credit - Course # 88893672
OK - This course has been approved for 6 hrs CE (3 general, 3 ethics - producers & adjusters) Course# 1016310
CO - This course has been approved for CE credit - Course# 52618
RI - This course has been approved for CE credit
VT - This course has been approved for 6 hrs CE credit - Course # 25293
MD - This course has been approved for CE credit - Course # C12353
NM - This course has been approved for CE credit - Course# 43837
Produced By:
Faculty
- James C. Keidel, Esq.
- Richard Lund, J.D.
- E. Stuart Powell, Jr., MA, CPCU, CIC, CLU, ChFC, ARM, AMIM, AAI, ARe, CRIS
- W. Vincent Sorgi, Jr., CIC, AAI, AIS
- Christopher B. Weldon, Esq.
- William Perkins, AAI, ARM, CRIS
Course Materials
- Student Materials - Agency/Carrier Relationships-Law of Agency

- Student Materials-Understanding Agent Duties

- Student Materials-An E&O Claim - 360 View

- Student Materials-Agency/Carrier Contracts-E&O Consideration

- Student Materials-Agency Defenses Documentation

- Student Materials-E&O Considerations of Agency Operations

- Speaker Bios

- PLEASE OPEN-IMPORTANT CE INFO AND STATE REQUIRED FORMS

- Course Schedule

- Additional E&O Reference Links

- Swiss Re 10% Discount Instructions



High quality continuing education for independent insurance agents,
brought to you via live streaming video.