E&O Roadmap to Personal Auto & Umbrella Insurance - Part I (ABEN)

E&O Roadmap to Personal Auto & Umbrella Insurance - Part I (ABEN)

Course #110780 | 3 P&C

This course is Part I of II of this module. As of January 1, 2020, 3 hours is required to be eligible for the 10% Swiss Re/Fireman's Fund premium discount!

This course is designed to help insurance producers prevent claims based on alleged errors or omissions in performance of professional duties in selling and servicing personal auto and personal umbrella insurance. In this course:

• Agent, broker, and producer are interchangeable terms
• Prevent is used in the risk management sense - i.e., reducing the frequency or likelihood of claims

Focal point of the course: the agent who fully understands and skillfully customizes coverage not only demonstrates his or her value to clients but also avoids errors and omissions (E&O) charges that can result from a failure to meet clients' needs.