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Wednesday, 04/23/2014email print

E&O Risk Management: Meeting the Challenges of Change
 

Take this course to gain your 10% loss control credit on your E&O policy, PLUS obtain 6 CE hours!  This highly interactive class is written by the Big “I” Advantage, Inc and Swiss Re Americas from a best-in-class approach.  We will cover many relevant topics including:

  • The common causes and sources of errors and omissions claims
  • Proper documentation – helps avoid E & O and allows for transparency
  • Overview of federal and state laws and rules that apply to insurance agents
  • Excess and surplus lines insurance placement considerations
  • Protecting personal information entrusted to an agent/agency
  • Social media concerns including advertising, defamation, privacy, and more
  • How unethical behavior or the illusion of it can be the basis of an errors and omissions claim 
  • How and Why policies and procedures help assure that staff is acting within their authority
  • The importance of helping staff identify authority granted in agency agreements

 
Hopefully, you will walk away with some fresh ideas, the opportunity to earn a discount on your E & O insurance premium, and get 6 hours of continuing education.
 

Westport Attendance Requirments

Agency Staff Size

 Total Attendees Required at a 6 Hour Seminar

 Position in Agency Plus additonal Requirements 
1

1

Active Agency Principal, Owner, Partner or Officer 

None 

 2-7

2

Active Agency Principal, Owner, Partner or Officer 

One Producer or CSR 

 8-20

 4

Active Agency Principal, Owner, Partner, Officer and one Active Agency Principal, Owner, Partner, Officer, Operations Manager or Producer 

Two Producer's or CSR's 

 21-50

 6

Active Agency Principal, Owner, Partner, Officer and one Active Agency Principal, Owner, Partner, Officer, Operations Manager, or Producer and one CSR 

Three Producer's or CSR's 

 51+

 10

 Active Agency Principal, Owner, Partner, Officer and two Active Agency Principal's, Owner's, Partner's, Officer's, Operation's Manager's or Producer's and two CSR's

Five Producer's or CSR's 

Session:8:30 am - 3:30 pm
Credits:6 Minnesota CE Credits
Cost: $151.00 - Member   $166.00 - Non-Member

Cancellation Policy

Cancellations received seven days prior to the start of the seminar are fully refundable; cancellations received within seven days prior to a seminar will be subject to a $30.00 cancellation fee, whether or not you credit balance to another course.

A 10% loss control credit on your Westport Insurance Corporation E&O premium could apply. Check with Shelley Waldhauser at:
(952) 253-6086 or (800) 864-3846 extension 6086
Email: swaldhauser@miia.org

Questions regarding the seminar call Michelle Schneider:
(952) 253-6070 or (800) 864-3846 extension 6070

Email: mherr@miia.org

Educational Program Calendar

  

New Address
15490 101st Ave N., Suite 100, Maple Grove, MN 55369
P:  763.235.6460  T: 800.864.3846  F: 763.235.6461  E:  miia@miia.org

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