| An insurance agent is subject to various legal and ethical obligations: statutes, regulations, tort liability, breach of contract, professional ethics and more. Is your agency staff aware of the tricks, traps, exposures and proper responses?
On Wednesday, Feb. 11, join Big “I” Virtual University (VU) commander-in-chief Bill Wilson and E&O defense attorney Peter Biging of Goldberg Segalla as they take you on a tour of your own agency operations with the Legal and Ethical Obligations for Insurance Professionals webinar.
The three-hour session will examine 24 distinct areas of agency operations and outline how agency staff can make sound business decisions within a legal and ethical framework that balances E&O best practices with practical business considerations. Topics include:
- 3 kinds of E&O claims
- The holy trinity of E&O loss control
- The legal and ethical exposures of being a “professional”
- 7 characteristics of a “profession”
- Organizational management issues
- Agency QC procedures
- The business and E&O impact of poor personal management skills
- The role of technology
- Having the wrong people in the wrong jobs
- Giving advice to prospects or insureds beyond your expertise
- Education and training as an investment, not an expense
- Frequent and effective communications
- Marketing and advertising no-no’s
- Illusory coverage
- Assisting insureds in identifying exposures
- Confirming the extent of insurable interest
- Duplicating coverage caveats
- Properly identifying named insureds and additional insureds
- How to “fire” a customer
- Certificates of insurance
- Playing premium games at the expense of coverage
- RTFP
- Mismanaging claims
- How inconsistency can destroy an E&O defense
- Deposition dos and don’ts
- The most important E&O defense
Don’t miss this opportunity to refresh and review ethical decision making. Consider presenting this webinar conference-style to benefit the entire agency. To register and review the states approved for CE credit, visit the VU webinar page or email questions to webinar staff. |
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