Skip to content

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.

Class Topics

  • 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
  • And more!

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.

REGISTRATION: Begins 30 minutes before class time

CLASS TIME: 9:00 am to 12:00 pm

CEUs: Massachusetts CE Credits Applied For