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Errors and Omissions Classes
Save up to 10% on your E&O Policy
Improve your agency. Save money.
As a valued E&O customer, we want you to be sure you take advantage of all the savings possible. IIAV has a NEW E&O loss control class: "E&O: Roadmap to Homeowners Insurance" as well as "E&O: Meeting the Challenge of Change" and "E&O: Roadmap to Policy Analysis." These classes are offered in both classroom and webinar format. Be sure your agency has qualified BEFORE your next renewal date.
"The speaker was fabulous and the course overall is definitely something more agents should attend." - Wendy Mills on E&O Risk Management: Meeting the Challenge of Change taught by Vince Sorgi
Effective 1/1/2020, new risk management (formerly loss control) credit compliance and credit options will be available to Westport clients. The main change is the credit will remain on your account for 2 years instead of 3.
Upcoming E&O Classes:
E&O Risk Management: Commercial Liability Coverage Gaps and to Fill Them
December 3 | 9:00am-4:00pm |6 OGI |$105/$150 | IIAV - Register
E&O Risk Management: Roadmap to Policy Analysis January 8, 2020 | 9:00am-12:00pm | 3 OGI |$60/$90 | Webinar - Register
E&O Risk Management: Commercial Liability Coverage Gaps and to Fill Them
February 19, 2020 | 9:00am-12:00pm | 3 OGI |$60/$90 | IIAV - Register E&O Risk Management: Roadmap to Policy Analysis June 10, 2020 | 9:00am-12:00pm | 3 OGI |$60/$90 | IIAV - Register E&O Risk Management: Commercial Liability Coverage Gaps and to Fill Them
November 10, 2020 | 9:00am-12:00pm | 3 OGI |$60/$90 | Webinar - Register 
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Benefits of an Educated Team - Lower your E&O Premium
- Increase awareness by agency staff of the importance of E&O Risk Management & accountability
- Improve overall agency operations while increasing revenue opportunities
- Reduce exposure to the cost and hassle of E&O claims
- Keep your deductible dollars in your pocket
- Earn 6 OGI CE credits
 E&O Risk Management: Roadmap to Policy Analysis
Key Takeaways:
- Understand important contract features
- Know the general sections of a policy, their purpose, how they can be modified
- Understand how the sections of a policy interact
- Explain the importance of each area of special interest and how they can affect coverage
- Understand and explain how and why a program of insurance should be coordinated
- Understand how all the above impact errors and omissions (E&O) loss control, new sales, and retention of existing business
E&O Risk Management: Meeting the Challenge of Change
Key Takeaways:
- Understanding duties owed carriers and customers
- Reviewing the most frequent E&O claims using real-life examples
- Agency defenses such as documentation, disclaimers and consistent procedures
- Exploring exposures within the agency's daily operations
- Issues with certificates of insurance
- Considerations of social media
- Limiting exposures to data breatches
E&O Risk Management: Roadmap to Homeowners Insurance *NEW CONTENT*
Key Takeaways:
- Understand HO forms, the eligibility requirements, and how to name the insured on the declarations page of the policy properly;
- Understand and apply key definitions within the policy that can affect coverage and how the policy may respond;
- Understand the difference between covered property and property not covered, the perils for which property is insured, how exclusions apply to shape coverage, and the key conditions that need to be complied with after a loss; and
- Be able to explain coverages under Section II of the policy and how exclusions and conditions work together to provide or exclude coverage.
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