E&O Risk Management - Meeting the Challenge of Change
Total Credits: 3 including 3 CE Credit
- Average Rating:
- 16
- Categories:
- Swiss Re Risk Management Credit Approved | Errors and Omissions
- Faculty:
- Marisa Fridenmaker, CSIR
- Course Levels:
- Basic
- Duration:
- 3 Hours
- License:
- Expires 30 day(s) after program date.
Description
PLEASE NOTE - THIS CLASS IS APPROVED FOR PREMIUM DISCOUNTS WITH BOTH SWISS RE AND UTICA! IF YOUR STATE HAS AN ACTION ITEM FOR YOU AFTER COMPLETING THE CLASS, IT WILL BE INCLUDED IN THE HANDOUTS/MATERIALS SECTION!
This course is designed to provide insurance agents with essential knowledge and strategies to minimize their exposure to Errors and Omissions (E&O) claims. Participants will engage in a thorough exploration of critical concepts, including:
Compliance with State and Federal Laws
A 360 degree view of an E&O claim
The Role of Agency Procedures
E&O Issues of Certificates of Insurance
By the end of the course, agents will have a deeper understanding of E&O risk management and be equipped with practical tools to enhance their professional practices and protect their agencies.
Basic Course Information
Learning Objectives- Deeper understanding of E&O risk management
- Equipped with Practical Tools to enhance professional practices
- Protect agencies from an E&O claim
Major Subjects
- Compliance with State and Federal Laws
- A 360 degree view of an E&O claim
- The Role of Agency Procedures
- E&O Issues of Certificates of Insurance
Course Materials
| IMPORTANT_CE Credit Instructions_Read Before Webcast_Updated (752.6 KB) | Available after Purchase | ||
| Timed Outline (22.3 KB) | Available after Purchase | ||
| Handout for Participants (1.9 MB) | Available after Purchase | ||
Faculty
Marisa Fridenmaker, CSIR Related Seminars and Products
Mari is IIANC's Professional Development Insurance Trainer. She brings over 16 years of experience in commercial insurance. She spent much of her career in the independent agency environment on a team as an Account Manager, servicing large clients in various industries, and as a Training Specialist assisting new Account Managers.
Mari earned the Certified Insurance Service Representative (CISR) designation in 2018 and is working toward the Certified Insurance Counselor (CIC) designation with an expected completion date of November 2024.
Mari holds a Bachelor of Science in Business Administration degree from The Ohio State University.
Dates
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Wed, Jun 04, 2025 - 10:00 AM to 12:54 PM CDT
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Tue, Jun 24, 2025 - 2:00 PM to 4:54 PM CDT
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Wed, Jul 09, 2025 - 10:00 AM to 12:54 PM CDT
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Thu, Jul 24, 2025 - 2:00 PM to 4:54 PM CDT
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Mon, Aug 11, 2025 - 10:00 AM to 12:54 PM CDT
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Wed, Aug 27, 2025 - 2:00 PM to 4:54 PM CDT
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Tue, Sep 09, 2025 - 10:00 AM to 12:54 PM CDT
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Thu, Sep 25, 2025 - 2:00 PM to 4:54 PM CDT
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Tue, Oct 07, 2025 - 10:00 AM to 12:54 PM CDT
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Thu, Oct 30, 2025 - 2:00 PM to 4:54 PM CDT
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Wed, Nov 05, 2025 - 10:00 AM to 12:54 PM CST
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Fri, Nov 21, 2025 - 2:00 PM to 4:54 PM CST
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Wed, Dec 10, 2025 - 10:00 AM to 12:54 PM CST
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Tue, Dec 30, 2025 - 2:00 PM to 4:54 PM CST
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State Specific Details
Basic Course Information
Designed For All Insurance AgentsReviews
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