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On-Site Group
Individual Viewer
E&O Risk Management Meeting the Challenge of Change-Part 2
Length: 3 hrs
Part 2:
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:
- Agency Defenses Documentation
- E&O Considerations of Agency Operations
- Agency/Carrier Relationships - Law of Agency
*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 # 23076
IL - This course has been approved for CE credit - Course # 66902
SC - This course has been approved for 3 hrs of Ethics CE credit - Course # 129126
KS - This course has been approved for CE credit - Course # 985740GEN
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 # 38198
TX - This course has been approved for CE credit - Course # 91048
NJ - This course has been approved for CE credit - Course # 88893673
OK-This course has been approved for 3 hrs Ethics CE - Course# 1016313
NC - This course has been approved for CE credit - Course #200321
NM - This course has been approved for CE credit - Course# 43838
MD - This course has been approved for CE credit - Course # C12316
KY - This course has been approved for CE credit - Course # C11235
Produced By:
Faculty
- Christopher B. Weldon, Esq.
- James C. Keidel, Esq.
- E. Stuart Powell, Jr., MA, CPCU, CIC, CLU, ChFC, ARM, AMIM, AAI, ARe, CRIS
- W. Vincent Sorgi, Jr., CIC, AAI, AIS
Course Materials
- Student Materials-Agency Defenses Documentation

- Student Materials-E&O Considerations of Agency Operations

- Student Materials-Agency/Carrier Relationships-Law of Agency

- 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,
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