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E&O Risk Management: Power of Prevention: Agency Risk Management Essentials of Sales (Webinar) 10/14/2026

October 14 @ 9:00 am - 12:00 pm

PLEASE NOTE – THIS CLASS IS APPROVED FOR PREMIUM DISCOUNTS WITH SWISS RE. IF YOUR STATE HAS AN ACTION ITEM FOR YOU AFTER COMPLETING THE CLASS, IT WILL BE INCLUDED IN THE HANDOUTS/MATERIALS SECTION! This new course is the first module in a new risk management series designed to familiarize new and seasoned agents about agency procedures and processes when selling or assisting in sales. The Sales Essentials module covers these and other objectives: What you need to know about E&O Understanding Agent’s Duties Compliance with State and Federal Laws Role of Agency Procedures The Sales Process Retention and Service Documentation

Course #229095 | 3 OGI | Instructor: Brian Ross

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