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Agent's E&O: Duties, Best Practices, Op's, Workflows & Certs

Agent's E&O: Duties, Best Practices, Op's, Workflows & Certs

Instructor Kym Martell
NY- 3 CE (All Licenses) NYCR-272832
CT -3 CE (General) 6000115958

Agents who focus on E&O loss prevention fortify their agency from potentially devastating claims while improving the customer experience. In this course, agents will learn best practices regarding agent’s duties, agency operations, using checklists, and other exposures present in the day-to-day operations of most agencies. 

How to Qualify for the E&O Loss Control Credit
Big I NY & CT members whose E&O coverage is written by Swiss Re/Westport Insurance Corp. or Allianz through IAAC or IAS can qualify for a premium reduction credit if they meet the current attendance criteria.

Information and the link will be emailed to the registered attendee the morning of the program by 8:00 am.  If you do not see the email in your general in-box, be sure to check your junk or spam folder.

For: All Agency staff

Members: $75 per person

Non-Members: $130 per person

Questions?  
New York       edu@biginy.org or 800-962-7950, press 3. 
Connecticut   team@bigict.org or 860-563-1950 

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Cancellation Policy

Per the New York Department of Financial Services, you cannot receive CE credit for any course previously used for your license renewal (based on the course approval number). 
Per the Connecticut Insurance Department, a course can be taken for CE one time in the current license period.  It may be taken again in a subsequent license period.  


When
2/28/2023 9:00 AM - 12:00 PM
Where
Online At Your Desk
Online registration not available.

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