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On-Site Group
Individual Viewer
E&O Risk Management Meeting the Challenge of Change-Part 1
Length: 3 hrs
Part 1:
This course is one of two parts. Successful completion of both parts will apply toward the agency's requirement for the 10% Swiss Re E&O discount. * This course is designed to give agents important information to help reduce their exposure to E&O claims. Topics that will be discussed include:
- Understanding Agent Duties
- The Role of Agency Procedures
- An E&O Claim – 360° View
- Reporting an E&O Claim
- Risk-assessment Questionnaires and Checklists
*Subject to state filings
Important - Please Read:
To claim the Swiss Re 10% discount, when both parts 1 and 2 are complete, send a copy of both completion certificates to your state independent insurance agents and brokers association. Please see the document on the materials tab marked "Swiss Re 10% Discount" for your state contact.
State Specific Details:
LA- This course has been approved for CE credit - Course # 23075
IL - This course has been approved for CE credit - Course # 66901
SC - This course has been approved for 3 hrs P&C CE - Course # 129124
KS - This course has been approved for CE credit - Course # 985739GEN
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 # 91046
NJ - This course has been approved for CE credit - Course # 88893671
OK - This course has been approved for 3 hrs CE (Ethics) - Course# 1016312
NC - This course has been approved for 3 CE credit - Course # 200322
NM - This course has been approved for CE credit - Course# 43839
MD - This course has been approved for CE credit - Course # C12313
KY - This course has been approved for CE credit - Course# C11234
Produced By:
Faculty
- Christopher B. Weldon, Esq.
- James C. Keidel, Esq.
- Richard Lund, J.D.
- W. Vincent Sorgi, Jr., CIC, AAI, AIS
- William Perkins, AAI, ARM, CRIS
Course Materials
- Student Materials-Understanding Agent Duties

- Student Materials-Role of Agency Procedures

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

- Student Materials-Reporting and E&O Claim

- Student Materials-Assessment Questionnaires & Checklists

- Speaker Bios

- PLEASE OPEN-IMPORTANT CE INFO AND STATE REQUIRED FORMS

- 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.