E&O Risk Management – Meeting the Challenge of Change-Part 2 (3 hrs)
Total Credits: 3 including 3 CE Credit
- Average Rating:
- 1334
- Categories:
- E&O - 10% premium discount qualified | Ethics
- Speakers:
- Christopher B. Weldon, Esq. | James C. Keidel, Esq. | W. Vincent Sorgi Jr., CIC, AAI, AIS | Stuart Powell Jr.
- Duration:
- 3 hrs
- License:
Audience: Agent and Customer Service Training
Description
This course is Part 2 of 2 (3 hrs each) in this E&O module - As of January 1, 2020 3 hours of content must be taken to qualify for the 10% E&O premium discount!
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 ONLY 1 part 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
SC Course number 128610
Type of Course: Ethics
Course Materials
| PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB) | Available after Purchase | ||
| Additional E&O Reference Links | Available after Purchase | ||
| Student Materials-Agency/Carrier Relationships-Law of Agency | Available after Purchase | ||
| Speaker Bios | Available after Purchase | ||
| Student Materials-Agency Defenses Documentation | Available after Purchase | ||
| Student Materials-E&O Considerations of Agency Operations | Available after Purchase | ||
| Q&A (0.01 MB) | Available after Purchase | ||
| DOI Statement 2019 (78.1 KB) | Available after Purchase | ||
| Swiis Re/Allianz/Utica Premium Discount Instructions (33.2 KB) | Available after Purchase | ||
Speaker
Christopher B. Weldon, Esq. Related Seminars and Products
Chris started his legal career in 1990 as an Assistant District Attorney. After leaving the District Attorney's Office in 1992, Chris continued in litigation, handling malpractice lawsuits and other types of actions, ranging from simple personal injury cases to complex contract and corporate disputes. In 1999, Chris joined a multi-state law firm and helped the firm to establish an independent Connecticut office. At that firm, he primarily handled professional liability claims and lawsuits involving insurance agents and brokers. Since that time, he has continued to focus his practice in the area of professional liability, not only defending insurance agents and brokers, but also representing attorneys, real estate brokers and architects and engineers. Through his representation of insurance agents and brokers, he gained significant experience with insurance policies and has used that knowledge to successfully resolve many insurance coverage disputes for insurance carriers as well. In 2008, Chris, together with Jim Keidel and Steve Cunningham started the law firm of Keidel, Weldon & Cunningham. Over the years, Chris has primarily focused his practice in New York, Connecticut and Pennsylvania, but, because of his significant expertise in the area of professional liability, he has been retained by carriers nationally and in the U.S. Virgin Islands, to become admitted pro hoc vice in order to work with their local counsel. Chris authors articles and lectures on the subject of E&O liability prevention for insurance agents and brokers. He is licensed as a continuing education instructor by the Insurance Departments in a number of states. Community Activities:
Wilton Connecticut Fire Commission 2016-Present Wilton Connecticut Police Commissioner 2006-2016
Chairman 2012-2016
Wilton Connecticut Charter Commission 2008-2008 Wilton Connecticut Cell Tower Commission 2001-2002
Practice Areas:
Insurance Agents and Brokers Insurance Coverage
Excess Monitoring General Liability
Corporate and Business Matters
Contact:
cweldon@kwcllp.com NY: (914) 948-7000
CT: (203) 869-2200
PA: (215) 821-1172
RI: (401) 773-7730
Cell: (203) 984-5394
James C. Keidel, Esq. Related Seminars and Products
Jim started his legal career in the late 1980s working as an in-house attorney for a major life insurance company. After several years of handling life insurance related litigation, in 1990 Jim joined an upstate New York law firm specializing in the representation of insurance agents and brokers in all facets of their business. Jim chartered their New York City office, expanding it from a solo operation to a fully-staffed mid-sized office. In light of his enormous success with the New York City office, in 1999, he was asked to establish their Connecticut office with similar prosperity. Based upon his significant achievements, Jim was made a managing partner, heading up the firm's professional liability practice. In 2008 Jim started the law firm of Keidel, Weldon & Cunningham, LLP along with Chris Weldon and Steve Cunningham. Since 1990, Jim has exclusively handled high exposure, complex professional liability claims and lawsuits involving insurance agents and brokers, and has counseled insurance agents and brokers on loss prevention. Jim has been licensed by Insurance Departments in 50 states as a continuing education instructor. He has presented the annual E&O loss control seminar to members of IIABNY for approximately twenty years. He frequently presents private E&O seminars and conducts E&O audits at insurance agencies and brokerages across the country. He also represents insurance agents and brokers on all other facets of their businesses including regulatory work, contract negotiations and employment issues. Jim frequently serves as mediator and arbitrator in high exposure insurance coverage disputes. Community Activities:
Ridgefield Insurance and Risk Management Committee 2002-2015 Ridgefield Justice of the Peace 2000-Present
Ridgefield Connecticut Board of Education2015-Present
Practice Areas:
Insurance Agents and Brokers Insurance Coverage
Excess Monitoring General Liability
Corporate and Business Matters
Contact:
jkeidel@kwcllp.com NY: (914) 948-7000
CT: (203) 869-2200
NJ: (201) 490-7706
Cell: (203) 470-9921
Reviews
| 5 |
|
| 4 |
|
| 3 |
|
| 2 |
|
| 1 |
|