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Live Webcast

E&O Risk Management – Meeting the Challenge of Change-Part 2 (3 hrs)


Credits: 3 CE Credit

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


Part 2:  

Please note - Parts 1 & 2 can be taken out of order!!  Also note, this course runs approx 3.25 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:

  •    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 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 Fireman's Fund 10% Discount" for your state contact.

 


Christopher B. Weldon, Esq.


James C. Keidel, Esq.


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


Stuart Powell Jr. MA, CPCU, CIC, CLU, ChFC, ARM, AMIM, AAI, ARe, CRIS


Tue, Jul 14, 2015 - 01:00p to 04:00p EST
Thu, Jul 23, 2015 - 02:00p to 05:00p EST
Tue, Aug 11, 2015 - 09:00a to 12:00p EST
Thu, Aug 20, 2015 - 10:00a to 01:00p EST
Tue, Sep 08, 2015 - 01:00p to 04:00p EST
Thu, Sep 17, 2015 - 02:00p to 05:00p EST
Tue, Oct 13, 2015 - 09:00a to 12:00p EST
Thu, Oct 22, 2015 - 10:00a to 01:00p EST
Tue, Nov 10, 2015 - 01:00p to 04:00p EST
Thu, Nov 19, 2015 - 02:00p to 05:00p EST
Tue, Dec 08, 2015 - 09:00a to 12:00p EST
Thu, Dec 17, 2015 - 10:00a to 01:00p EST
State Approval Information 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
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 # 988470 GENERAL

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 - This course approved under the title E&O Risk Management – Meeting the Challenge of Change (Part 2).

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 # 91048

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 # 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

KY - This course has been approved for CE credit - Course # C11235

MD - This course has been approved for CE credit - Course # C12316

AL - This course has been approved for CE credit - Course # 21997

MT - This course has been approved for CE credit

GA - This course has been approved for CE credit - Course # 44458

UT - This course has been approved for CE credit - Course # 29358

OR - This course has been approved for CE credit - Course # 1015566

AZ - This course has been approved for CE credit - Course # 100284

WY - This course has been approved for CE credit - Course# 23029

HI - This course has been approved for CE credit - Course# PW212358