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E&O 2019 CEUs: 7 Speaker(s): Kathy Silvia, CPCU, CIC, CPIW, LIA, The Fair Insurance Agency This course covers an array of topics that is helpful for every agency and brokerage. This seminar will review the following: understanding the duties and obligations that an agency or brokerage owes to an insured; the best practices to follow with regard to the reporting of a claim or incident; the handling of the customer lifecycle, from marketing an account through the binding of coverage, to policy issuance and the renewal; how to protect the agency or brokerage from E&O claims and, while doing so, sell more insurance in the process; the best practices to follow when issuing certificates of insurance; and, minimizing exposures when dealing with Excess and Surplus lines markets. This Full-Day Pre-Conference Intensive includes the course, continuing education credits, Luncheon Buffet & the Young Agents Opening Reception. Attendance may qualify you for Loss Control Credit on your Swiss Re Corporate Solutions or Utica National Agents’ E&O Policy. (Names to be those we have for the program) ![]()
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