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Thursday, 04/24/2014email 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 


Active Agency Principal, Owner, Partner or Officer 




Active Agency Principal, Owner, Partner or Officer 

One Producer or CSR 



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

Two Producer's or CSR's 



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 



 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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