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  • E&O Claims – Forward Thinking After the Fact: Coverage by the Rear View Mirror

  • Completing the Paperwork – Detail is Crucial (Discuss Applications, Auto, Property, Policy Works and Endorsements)

    Careful what you say – discussion on common things brokers may say and why it is important to be careful so that the client does not understand it the wrong way

    Communicating with the client on major changes from the Insurance Companies – how detailed must it be

    Document, Document, Document – the importance of very clear notes on everything we do

    Taking Shortcuts – The Pain of it All, discussion around when brokers take shortcuts to get the job done quickly, not always accurately

    Top Reasons Brokers end up in E&O Situations

    Case Study
    This seminar is presented by David Stark

    Continuing Education Credits – ID #38797

    1) Alberta Insurance Council 3.75 hours General
    2) General Insurance Council of Manitoba 3.75 hours
    3) General Insurance Council of Saskatchewan 3.75 hours Technical

     

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