Total Credits: 3 including 3 CE Credit
Audience: Agent and Customer Service Training
Agency E&O Exposures and Defenses” is an interactive seminar that looks at the risks of Error & Omission claim for an independent insurance agency. This course will serve as an update and reminder for insurance professionals about the risks of E&O claims and allegations and also the rewards an agency could earn for strong internal practices and good customer service. It is important to raise awareness of where E&O vulnerabilities exist and take the time to develop strong habits among agency personnel. This seminar will utilize claim statistics, case studies, storytelling, risk assessments and questionnaires to provide an engaging environment for participants to learn in.
In order to meet the 3-hour requirement, the following individual modules are included in this course:
PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB) | Available after Purchase |
PLEASE READ - Viewer Requirement for E&O Premium Discounts (21.2 KB) | Available after Purchase |
Slides Handout (9.5 MB) | Available after Purchase |
Course Outline (27.4 KB) | Available after Purchase |
Excellent Resource for Checklist Examples (12.2 KB) | Available after Purchase |
Q&A (12.8 KB) | Available after Purchase |
Christopher J. Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA, CRIS, AINS, joined the insurance industry in 1990. He is Executive Director Risk Management and Education for the Independent Insurance Agents and Brokers of America (Big "I") Virtual University. His current duties involve researching, writing, and teaching property and casualty insurance coverages and concepts to Big "I" members and others in the insurance industry.
During his career, Boggs has authored more than 1,000 insurance and risk management-related articles on a wide range of topics as diverse as Credit Default Swaps, the MCS-90, and enterprise risk management. In addition to this, Boggs has written 15 insurance and risk management books:
Boggs is a regular speaker at industry events, speaking for groups such as the National Association of Mutual Insurance Companies (NAMIC), the National Society of Insurance Premium Auditors (NSIPA), the American Association of Managing General Agents (AAMGA), the Institute of Work Comp Professionals (IWCP), and the CPCU Society.
A graduate of Liberty University with a bachelor's degree in Journalism, Boggs' background includes work as a risk management consultant, loss control representative, producer, claims manager, and quality assurance specialist.
Mallory is the Vice President of the Independent Insurance Agents of Wisconsin. Joining the team in 2017, Mallory actively pursues building agency tools for agents in Wisconsin and across the United States. She views creating operational resources for independent agents as both a passion and privilege. Through innovative new practices, Mallory identifies key risks and mitigation plans in a tailored fashion to meet the needs of agencies of all sizes.
Mallory enjoys facilitating the E&O Risk Management courses and is an approved auditor for Swiss Re Corporate Solutions. Mallory conducts Operational Improvement Review audits and E&O Website reviews both in-person as well as virtually for agents across the United States. She serves as the staff liaison for the Young Agents at the Independent Insurance Agents of Wisconsin and was recognized in 2020 as the Staff Liaison of the Year.
Mallory holds a Master’s degree in Business Administration from the University of Wisconsin-Whitewater. Prior to joining IIAW, she worked for seven years within the global risk management space at Kimberly-Clark Corporation in Neenah, WI.
Fri, Sep 22, 2023 - 12:00pm to 03:18pm EDT
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Mon, Sep 25, 2023 - 10:00am to 01:18pm EDT
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Fri, Sep 29, 2023 - 12:00pm to 03:18pm EDT
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Wed, Oct 04, 2023 - 12:00pm to 03:18pm EDT
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Fri, Oct 20, 2023 - 02:00pm to 05:18pm EDT
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Thu, Nov 09, 2023 - 04:00pm to 07:18pm EST
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Tue, Nov 28, 2023 - 10:00am to 01:18pm EST
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Tue, Dec 05, 2023 - 12:00pm to 03:18pm EST
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Wed, Dec 20, 2023 - 02:00pm to 05:18pm EST
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Wed, Jan 03, 2024 - 10:00am to 01:18pm EST
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Fri, Jan 19, 2024 - 01:00pm to 04:18pm EST
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Mon, Feb 12, 2024 - 04:00pm to 07:18pm EST
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Tue, Feb 27, 2024 - 10:00am to 01:18pm EST
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Thu, Mar 07, 2024 - 01:00pm to 04:18pm EST
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Wed, Mar 20, 2024 - 04:00pm to 07:18pm EDT
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Thu, Apr 11, 2024 - 10:00am to 01:18pm EDT
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Thu, Apr 25, 2024 - 01:00pm to 04:18pm EDT
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Thu, May 02, 2024 - 04:00pm to 07:18pm EDT
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Fri, May 17, 2024 - 10:00am to 01:18pm EDT
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Wed, Jun 12, 2024 - 01:00pm to 04:18pm EDT
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Tue, Jun 25, 2024 - 04:00pm to 07:18pm EDT
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Fri, Jul 12, 2024 - 10:00am to 01:18pm EDT
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Mon, Jul 29, 2024 - 01:00pm to 04:18pm EDT
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Mon, Aug 05, 2024 - 04:00pm to 07:18pm EDT
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Fri, Aug 16, 2024 - 10:00am to 01:18pm EDT
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Fri, Sep 06, 2024 - 01:00pm to 04:18pm EDT
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Wed, Sep 18, 2024 - 04:00pm to 07:18pm EDT
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Wed, Oct 09, 2024 - 10:00am to 01:18pm EDT
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Fri, Oct 25, 2024 - 01:00pm to 04:18pm EDT
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Mon, Nov 04, 2024 - 04:00pm to 07:18pm EST
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Fri, Nov 15, 2024 - 10:00am to 01:18pm EST
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Wed, Dec 11, 2024 - 01:00pm to 04:18pm EST
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Thu, Dec 26, 2024 - 10:00am to 01:18pm EST
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