E&O Risk Managment: Meeting the Challenges of Change

  • September 12, 2017
  • 9:00 AM - 3:30 PM
  • IIAM Headquarters

Registration

  • **Membership will be verified**
  • Discount for IIAMD members who have their E&O policy written through either Westport or Fireman's Fund.

Registration is closed
E&O Risk Management
Meeting the Challenges of Change

Presented By: Stanley Lipshultz, CPCU


Date: September 12, 2017

Time: 9AM-3:30PM

CE: 6 P/C

Location: IIAMD Headquarters

2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

Course Material: Handouts

**This E&O course is approved for the 10% Risk Management Credit on your SwissRe (Westport) or Fireman's Fund E&O policy**

Topics covered in this seminar:
  • An E&O Claim - 360 Degree View
  • Understanding Agent Duties
  • Agency/Carrier Relations - Law of Agency
  • E&O Considerations of Agency Operation
  • The Role of Agency Procedures
  • Agency Defenses - Documentation
  • Minimizing E&O Exposures from Excess & Surplus Lines
  • Limiting Exposures to Data Breaches
  • Limiting E&O Exposures when Using Social Media
  • Certificates of Insurance
  • Agency/Carriers Contracts - E&O Considerations
  • Compliance with State and Federal Laws
  • Reporting an E&O Claim
  • Risk Assessment Questionnaires and Coverage Checklists

Please review the Staff Attendance Requirements to make sure you send the required amount of staff to the E&O seminar to receive the risk management credit for your agency E&O policy.

Members of IIAM, who have their E&O policies written through Westport or Fireman's Fund, receive a 50% discount on member pricing. Call the association office at 410-766-0600 for the discount registration code.

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