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Live Webcast

E&O Risk Management – Meeting the Challenge of Change-Part 1 (3 hrs)


Credits: 3 CE Credit

Categories:
Errors and Omissions
Duration:
3 Hours
License:
Access for 30 days after program date.


Part 1:  

Please note - Parts 1 & 2 can be taken out of order!!    Also note, this webcast is running approx 3.5 hrs so plan your schedule accordingly!

This course is one of two parts.  Successful completion of both parts will apply toward the agency's requirement for the 10% Swiss Re and Fireman's Fund 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 and Fireman's Fund 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 and Fireman's Fund 10% Discount" for your state contact.

 

Christopher B. Weldon, Esq.


James C. Keidel, Esq.


Richard Lund, J.D.


W. Vincent Sorgi Jr., CIC, AAI, AIS


William Perkins, AAI, ARM, CRIS


Tue, Sep 08, 2015 - 08:00a to 11:00a CST
Thu, Sep 17, 2015 - 09:00a to 12:00p CST
Tue, Oct 13, 2015 - 12:00p to 03:00p CST
Thu, Oct 22, 2015 - 01:00p to 04:00p CST
Tue, Nov 10, 2015 - 08:00a to 11:00a CST
Thu, Nov 19, 2015 - 09:00a to 12:00p CST
Tue, Dec 08, 2015 - 12:00p to 03:00p CST
Thu, Dec 17, 2015 - 01:00p to 04:00p CST
State Approval Information 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
SC:  This course is approved in SC but please complete the required affidavit in the materials section (zip file - IMPORTANT CE INFORMATION & STATE REQUIRED FORMS)

KS - This course has been approved for CE credit - Course # 988468 ETHICS

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 - This course approved under the title E&O Risk Management – Meeting the Challenge of Change (Part 1).

OH AGENTS - Please contact Debbie Magerko or Cassie Sowers at (800) 555-1742 to ensure a web-based option will fulfill your E&O carrier's requirement.

TX - This course has been approved for CE credit - Course # 91046

For Texas Agents only - successful completion of parts 1 & 2 qualify for  IIAT’s Texas Independent Insurance Adviser (TIIA) E&O Credit - See Materials tab (Swiss Re 10% Premium Discount Instruction form) for TX TIIA Designation form

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

AL - This course has been approved for CE credit - Course # 21996

GA - This course has been approved for CE credit - Course # 44457

UT - This course has been approved for CE credit - Course # 29357

MT - This course has been approved for CE credit

OR - This course has been approved for CE credit - Course # 1015565

WY - This course had been approved for CE credit - Course# 23028

AZ - This course has been approved for CE credit - Course # 100317

HI - This course has been approved for CE credit - Course# PW212357