E&O Risk Management - Meeting the Challenge of Change
Total Credits: 3 including 3 CE Credit
- Average Rating:
- 2
- Categories:
- Swiss Re Risk Management Credit Approved | Errors and Omissions
- Faculty:
- Marisa Fridenmaker, CSIR
- Course Levels:
- Basic
- Duration:
- 3 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
PLEASE NOTE - THIS CLASS IS APPROVED FOR PREMIUM DISCOUNTS WITH BOTH SWISS RE AND UTICA! IF YOUR STATE HAS AN ACTION ITEM FOR YOU AFTER COMPLETING THE CLASS, IT WILL BE INCLUDED IN THE HANDOUTS/MATERIALS SECTION!
This course is designed to provide insurance agents with essential knowledge and strategies to minimize their exposure to Errors and Omissions (E&O) claims. Participants will engage in a thorough exploration of critical concepts, including:
Compliance with State and Federal Laws
A 360 degree view of an E&O claim
The Role of Agency Procedures
E&O Issues of Certificates of Insurance
By the end of the course, agents will have a deeper understanding of E&O risk management and be equipped with practical tools to enhance their professional practices and protect their agencies.
Basic Course Information
Learning Objectives- Deeper understanding of E&O risk management
- Equipped with Practical Tools to enhance professional practices
- Protect agencies from an E&O claim
Major Subjects
- Compliance with State and Federal Laws
- A 360 degree view of an E&O claim
- The Role of Agency Procedures
- E&O Issues of Certificates of Insurance
Course Materials
| IMPORTANT_CE Credit Instructions_Read Before Webcast_Updated (752.6 KB) | Available after Purchase | ||
| Timed Outline (22.3 KB) | Available after Purchase | ||
| VA 2024 Course Introduction Statement (124.6 KB) | Available after Purchase | ||
Faculty
Marisa Fridenmaker, CSIR Related Seminars and Products
Mari is IIANC's Professional Development Insurance Trainer. She brings over 16 years of experience in commercial insurance. She spent much of her career in the independent agency environment on a team as an Account Manager, servicing large clients in various industries, and as a Training Specialist assisting new Account Managers.
Mari earned the Certified Insurance Service Representative (CISR) designation in 2018 and is working toward the Certified Insurance Counselor (CIC) designation with an expected completion date of November 2024.
Mari holds a Bachelor of Science in Business Administration degree from The Ohio State University.
Dates
|
Tue, Mar 04, 2025 - 11:00am to 01:54pm EST
|
|
Fri, Mar 21, 2025 - 03:00pm to 05:54pm EDT
|
|
Fri, Apr 04, 2025 - 11:00am to 01:54pm EDT
|
|
Mon, Apr 21, 2025 - 03:00pm to 05:54pm EDT
|
|
Fri, May 02, 2025 - 11:00am to 01:54pm EDT
|
|
Wed, May 21, 2025 - 03:00pm to 05:54pm EDT
|
|
Wed, Jun 04, 2025 - 11:00am to 01:54pm EDT
|
|
Tue, Jun 24, 2025 - 03:00pm to 05:54pm EDT
|
|
Wed, Jul 09, 2025 - 11:00am to 01:54pm EDT
|
|
Thu, Jul 24, 2025 - 03:00pm to 05:54pm EDT
|
|
Mon, Aug 11, 2025 - 11:00am to 01:54pm EDT
|
|
Wed, Aug 27, 2025 - 03:00pm to 05:54pm EDT
|
|
Tue, Sep 09, 2025 - 11:00am to 01:54pm EDT
|
|
Thu, Sep 25, 2025 - 03:00pm to 05:54pm EDT
|
|
Tue, Oct 07, 2025 - 11:00am to 01:54pm EDT
|
|
Thu, Oct 30, 2025 - 03:00pm to 05:54pm EDT
|
|
Wed, Nov 05, 2025 - 11:00am to 01:54pm EST
|
|
Fri, Nov 21, 2025 - 03:00pm to 05:54pm EST
|
|
Wed, Dec 10, 2025 - 11:00am to 01:54pm EST
|
|
Tue, Dec 30, 2025 - 03:00pm to 05:54pm EST
|
State Specific Details
Basic Course Information
Designed For All Insurance AgentsReviews
| 5 |
|
| 4 |
|
| 3 |
|
| 2 |
|
| 1 |
|