Description

Are you NEW to ABEN? Use Code 1stABEN40 at checkout to receive your 40% discount! It can be used on the purchase of multiple classes, as long as they are included in the same transaction. ABEN offers high-quality CE and professional development Webcasts via live-streaming video.

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This course is eligible for the 10% Swiss Re/Allianz premium discount!

This three-hour class, Essentials of Management, specifically targets management's responsibilities for reducing E&O exposure in the agency. Agency employees involved in sales and service are on the front lines when it comes to reducing E&O exposure. But management provides the tools and the oversight for their success. Department managers, supervisors, and agency principals set the guidelines and controls by which employees perform their work. No matter what your title, if you are involved in management, this class will provide valuable insights to help reduce your agency's E&O exposure.  

This course is oriented towards agency staff and begins with general comments to make them aware of what an E&O claim is, what typically causes a claim, and then provides specific processes and procedures to follow in the agency's daily operations to prevent E&O claims.

Basic Course Information

Learning Objectives

• What Agents Need to Know About Errors & Omissions
• Federal Laws
• Role of Agency Procedures
• Servicing Customer Accounts and the Critical Importance of Documentation

Major Subjects

• What You Need to Know About E&O and an Agent's Duties
• Compliance with State and Federal Laws and Complying with Carrier Contracts
• The Role of Agency Procedures and Working with Excess & Surplus Lines and Residual Markets
• Marketing and Technology, and E&O Claims Reporting

Approved for 3 NJCE Credits