Mistakes that Lead to E&O Claims

Be a part of this one-day seminar to learn from Jerry Milton, CIC, how to head-off mistakes in the transaction process that involve E&O claims. There are numerous steps taken in securing insurance for clients. And, the manner in which these various steps occur vary by phone, in person, e-mail and faxing. Each transaction carries the potential to make an error, even if your agency has a procedures manual guiding you along the way.

In his presentation, Jerry will heighten your awareness of common mistakes involved in E&O claims by highlighting the milestones in the "life" of an account. From the proposal and application process to policy issuance and certificates of insurance to claims processing, and lastly, renewal or cancellation, you will review information you have to provide and procedures during the process.

You will also learn the importance of documentation and standard practices throughout the entire transaction. Whether you are a producer or CSR, your actions play a valuable role in preventing E&O claims. By attending this program, you will find out how.

Course Links

Loss Control Credit Approvals
Best Practices of E&O Loss Control
CIC (Certified Insurance Counselor)

IA&B Registration Policies

Waitlist Procedures

Registration Fee

Member: $189
Nonmember: $229

This seminar is approved for Loss Control Credit for Utica policyholders in Delaware, Maryland and Pennsylvania and for Westport policyholders in Delaware and Pennsylvania.

2012 Dates & Locations

Date

Location/Hotel Information

CE Approvals

Daily Schedule

Register

May 15

*Sold Out*

IA&B Headquarters
5050 Ritter Road
Mechanicsburg, PA 17055