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REGISTER HERE!
This three-hour class Essentials of Management specifically targets management's responsibilities for reducing E&O exposure in the agency. Agency employees involved in sales and service are on the front lines when it comes to reducing E&O exposure.
But management provides the tools and the oversight for their success. Department managers, supervisors and agency principals set the guidelines and controls by which employees perform their work. No matter what your title, if you are involved in
management, this class will provide valuable insights to help reduce your agency's E&O exposure.
This course is oriented towards agency staff and begins with general comments to make them aware of what an E&O claim is, what typically causes a claim and then provides specific processes and procedures to follow in the agency's daily operations
to prevent E&O claims.
Basic Course Information
Learning Objectives
- What Agents Need to Know About Errors & Omissions
- Federal Laws
- Role of Agency Procedures
- Servicing Customer Accounts and Critical Importance of Documentation
Major Subjects
- What You Need to Know About E&O and an Agent's Duties
- Compliance with State and Federal Laws and Complying with Carrier Contracts
- The Role of Agency Procedures and Working with Excess & Surplus Lines and Residual Markets
- Marketing and Technology and E&O Claims Reporting
INSTRUCTOR
Nancy Germond
Executive Director
Independent Insurance Agents & Brokers of America
Kim Hutson
CONTINUING EDUCATION
This webinar course is approved for 3 hours of Wisconsin continuing education credit. Attendees must be present during the webinar to receive CE credits. Swiss Re Risk Management Credit Approved
REGISTRATION INFORMATION
Course fee is $84.00 for IIAW members, $120.00 for non-members.
After purchasing your ABEN webcasts, you will immediately receive a purchase confirmation that will contain instructions on testing your system and accessing your ABEN account. Additionally there will be 3 e-mail reminders sent out prior to
the event; 1 week 1 day and 2 hours prior to the event! The same access instructions will be provided.
CANCELLATION POLICY
A registrant may reschedule a prior registration to another airing date of the class and if there is no other date that will work into your schedule, a refund can be processed. ABEN can also transfer your registration to someone else in
your office. There is no penalty for these requests. All of these requests are handled directly by the CE21 Help Desk at 877-602-9877 or by e-mailing to help@aben.tv
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