Claims (CE Credits Available)


This course lasts 2 consecutive hours.


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

*This is a 2 hour course.

Live online events

2 hours, 10:00 AM MDT - 12:00 PM MDT


  • Free