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Upcoming Live Courses

Pitfalls of YOUR Agency Management System and E&O Avoidance

Pitfalls YOUR Agency Management System and E&O Avoidance

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Quick Overview

Most insurance brokers/agents have some sort of agency management system which puts them at risk for E & O lawsuits that will require electronic data to be discoverable in all actions.

$129.00
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Duration 1 hour
Location Online Webinar
Formats Live
Instructor Michael TrouillonMichael Trouillon

Most insurance brokers/agents have some sort of agency management system which puts them at risk for E & O lawsuits that will require electronic data to be discoverable in all actions. There have been constant challenges in using these systems correctly with proper workflows; using the system "correctly" according to management directives and making sure all staff is utilizing the system in a consistent fashion to protect the agency from E & O litigation.

This course will discuss the pitfalls of using the system such as:

  • Not having a "clear, decisive" communication as to how the system MUST be used
  • Not understanding the system
  • Not everyone using the system
  • Not everyone having the same technical abilities
  • Not performing company and peer audits on the system
  • Resistance and stubbornness
$129.00
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