2010 Loss Control for Agents Errors & Omissions

^FF -  Denotes this course has been approved for E&O loss prevention credit by Fireman's Fund. ^UM - Denotes his course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: 800-424-4244.

Errors & Omissions in the agency are, and should be, a concern for all staff in the agency. These suits affect all staff including the customer service representatives, the producers and the principal. How do we strike a balance good E&O loss prevention with good customer service?

This seminar is intended to be the latest in E&O loss control prevention along with looking at some of the “hottest” current areas of errors & omissions suits for both property/casualty agents/brokers and the employee benefits staff to include health, life and disability insurance.

Our clients' needs are complex....obtaining new business is always a challenge and we need to be concerned with retaining this business. Whether you call it cross selling, up-selling, or referrals–it's the same thing–writing all coverages that the client needs. Does the client know what they need? How are you, their trusted agent, uncovering these needs? Risk Identification is the key. Learn all about it and more at the pivotal session.