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Agency Errors and Omissions

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Overview

Overview

Familiarize yourself with the reasons why it’s important for agencies to be vigilant about potential errors and omissions losses and uncover strategies for limiting them by first defining errors and omissions and placing them in the context of an agency’s operations.

Course Highlights and Assignments

Familiarize yourself with the reasons why it’s important for agencies to be vigilant about potential errors and omissions losses and uncover strategies for limiting them by first defining errors and omissions and placing them in the context of an agency’s operations. Learn how to avoid errors and omissions in situations such as presenting proposals and quotes, placing business, delivering the policy to the client, keeping the client’s policy current, and assisting clients with cancellations or nonrenewals. The balance of the course looks at agency relationships and the duties owed to clients, servicing clients’ insurance claims, and errors and omissions related to cyber liability loss exposures. 

Check Your State's Proctor Requirements Before Selecting This Course

Module 1
Transferring Agency Errors And Omissions (E&O) Losses

Module 2
Presenting Proposals And Quotes To Minimize Agency Errors and Omissions (E&O)

Module 3
Placing The Business Once The Proposal Or Quote Has Been Accepted

Module 4
Effectively Delivering The Policy To The Client

Module 5
Keeping The Client's Policy Current

Module 6
Assisting Clients With Cancellations Or Nonrenewals

Module 7
Agency Relationships And The Duties Owed

Module 8
Servicing Clients' Insurance Claims

Module 9
Errors And Omissions Cyber Liability Loss Exposures      
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