Claims (CE Credits Available)

Instructor-led via Zoom. Claims are a defining moment in the customer journey. Handle them right, and you've got a fan for life. Mess them up, and you risk losing everything. Transform a potentially negative experience into a positive one that strengthens your bond with your clients. Our course offers a review of a hypothetical claims scenario. Learn best practices for claims handling and how to prevent Errors and Omissions claims.

Live online events

  • 06 May
    2 hours, 07:30 AM MDT - 09:30 AM MDT
    Online
    David A
    • $59.00 excl. Tax
    Register
  • 05 June
    2 hours, 01:15 PM MDT - 03:15 PM MDT
    Online
    Justine R
    • $59.00 excl. Tax
    Register
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Description

(CE AVAILABLE IN ALL STATES EXCEPT: FL, HI, KY, MD, MN, NV, NJ, NY)

Imagine this:

  • Happy customers singing your praises and referring you to everyone they know.
  • Renewal rates increasing as your reputation for claims experience spreads.
  • Peace of mind that comes from knowing you're handling claims the right way, every time.

Our program is packed with:

  • 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

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