Insurance Training Course Catalog
5 Item(s)
Agency Perpetuation: Ownership Transition
Every business owner must eventually face the prospect of transitioning out of their business, and handing it over to someone else to steward and care for it. The transition from one owner to the next is a difficult time for any business, but with the right planning and preparation, the transition can be handled smoothly. Join us as agency perpetuation expert, Chris Burand brings us this important session.
Be Careful What you Promise: A Review of a Recent Court Decision's Impact on the Broker/Agent Standard of Care
This class is important for all producers and support staff in the insurance industry. We all need to be informed and prepared to defend ourselves in court against the various allegations in an E & O lawsuit.
Self-Audit or Self-Destruct
Agents and Brokers are used to learning the hard way—by Getting Sued. We have audited too many offices and seen the same trends over and over again…producers and support staff are doing it their way.
Pitfalls of YOUR Agency Management System and E&O Avoidance
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.
Social Networking: OMG or E&O
Social networking is expanding rapidly and agents are encouraged by everyone around to jump in or miss the boat. At the same time the rapid evolution of the technology and vast seemingly instantaneous dispersal of information can leave the agency subject to new and unknown issues affecting errors and omissions.
5 Item(s)