This seminar addresses the fundamentals of reducing Errors & Omissions (E&O) exposures from the agency perspective. Attendees will learn about E&O risk management in today’s ever-changing insurance landscape, including the two biggest factors in bolstering any E&O claims defense: Documentation and consistent procedures and practices. Potential changes in agency operations learned during the course that can have a game-changing effect on agency E&O exposure.
How and what to document
E&O issues with certificates of insurance
E&O exposures while using social media
Limiting exposures to data breaches
Risk assessment questionnaires and coverage checklists
Benefits of Attending
Increasing staff awareness of the importance of E&O risk management and accountability
Improving overall agency operations while increasing revenue opportunities
Reducing exposure to the cost and hassle of E&O claims
Keeping your deductible dollars in your pocket
Earning CE credits
PLUS... This class may count toward a risk management/loss control credit on your Swiss Re or Utica E&O policy premium.
Swiss Re claims data reveals that no matter the size, business mix, or geographic region, agencies that attend the seminar have better claims experience.