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

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

Course #110780 | 3 P&C

This course is Part I of II in this E&O module - As of January 1, 2020, 3 hours of content must be taken to qualify for the 10% E&O 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 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.