E&O Roadmap To Policy Analysis


This course is geared to EVERYONE in the agency who can help prevent an E&O claim! It is designed to guide experienced professionals step by step through the process of reading policy language, applying a basic coverage analysis to look for possible gaps in coverage, and understanding advanced coverage issues. It will explain what to look for in terms of wording, punctuation, and formatting, including negative and positive implications of specific wording. In addition, the course will address E&O loss control issues and help the agency look at ways to obtain and retain business.

Additionally by attending one of these seminars, Swiss Re Corporate Solutions & Utica Policyholders may meet the educational requirements needed for a possible discount on their E&O policy! Please contact the Number One Insurance Agency for details at (800) 742-6363.


Upon completion of this course, the participant should be able to

  • Understand important contract features in general as well as those specific to insurance policies and how they may or may not affect coverage;
  • Know the general sections of a policy, their purpose, how they can be modified, and the importance of each;
  • Understand how the sections of a policy interact and explain how they work together to determine coverage;
  • Explain the importance of each area of special interest and how they can affect coverage;
  • Understand and explain how a program of insurance should be coordinated and why it is important; and
  • Understand how all the above impact errors and omissions (E&O)

REGISTRATION:          8:30 a.m.

CLASS TIME:               9:00 a.m. - 4:00 p.m.


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