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Agents EO Duties, Operations, Checklists and More

Agents EO Duties, Operations, Checklists and More

Instructor Kym Martell
NY - Filed for CE
CT - 3 CE PC 114589

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.

 
The affidavit (NY licensees only), information and 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

 
Big I NY Members: $75 per person
Non-Members: $130 per person

New York Resident Licensees must complete and return a CE attendance affidavit in order to receive credit. 

*Excludes TLA License

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
12/9/2020 9:00 AM - 12:00 PM
Where
Online At Your Desk UNITED STATES
Online registration not available.

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