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Preventing and Resolving Agency Errors and Omissions

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Overview

Overview

Reduce exposure to agency errors and omissions by strengthening processes, documentation, and communication practices. Build awareness of common E&O claim triggers, policy structure, client interactions, and servicing responsibilities that support accurate coverage placement, ongoing policy management, and effective loss prevention.

Course Highlights and Assignments

Reduce exposure to agency errors and omissions by strengthening processes, documentation, and communication practices. Build awareness of common E&O claim triggers, policy structure, client interactions, and servicing responsibilities that support accurate coverage placement, ongoing policy management, and effective loss prevention. Apply practical strategies for proposals, renewals, claims support, and client relationships to limit liability and improve operational consistency.

Module 1
Introduction
Module 2
Transferring Agency Errors and Omissions Losses
Module 3
Presenting Proposals and Quotes to Minimize Agency Errors and Omissions
Module 4
Placing the Business Once the Proposal or Quote Has Been Accepted
Module 5
Effectively Delivering the Policy to the Client
Module 6
Keeping the Client’s Policy Current
Module 7
Assisting Clients With Cancellations and Nonrenewals
Module 8
Agency Relationships and the Duties Owed
Module 9
Servicing Clients’ Insurance Claims
Module 10
Errors and Omissions Cyber Liability Loss Exposures
Module 11
Conclusion
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