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The student will review a hypothetical claims scenario and learn best practices for claims handling and how to prevent Errors and Omissions claims.

    Particular subjects addressed include:
  • What critical things to say and NOT say when a client calls in with a claim
  • What to do when multiple policies potentially cover a claim
  • How to respond to third parties contacting you for information
  • Procedures to have in place for handling claims
  • Criteria for when to involve your E&O carrier
  • How to take a loss notice
  • Proper documentation of a claim
  • Dealing with policy and coverage issues after a claim is reported
  • Reservation of Rights letters
  • Overview of an insurance producer’s E&O policy
  • The most common examples of insurance E&O claims are covered
  • Best practices to prevent E&O claims

2 hours CE credit available in CA, CO, ID, IA, MO, UT, VT, VA, and WY only.

****This course lasts 2 consecutive hours*******

To enroll in this course, pick your date below.


fri24sep10:00 am12:00 pmClaims10:00 am - 12:00 pm(GMT-06:00) View in my time


thu28oct9:00 am11:00 amClaims9:00 am - 11:00 am(GMT-06:00) View in my time

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