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Agent's E&O: Duties, Operations, Checklists and More

Instructor: Kym Martell, CRM, CIC, CRIS, AAI

Target Audience: P&C Agents

Objective: To teach insurance professionals about avoiding E&O exposures by understanding best practices regarding agent's duties, agency operations, using checklists and more.

Description: Agents who focus on E&O loss prevention fortify their agency from potentially devastating claims while improving the customer experience. In this course, agents will learn best practices regarding agent's duties, agency operations, using checklists and other exposures present in the day-to-day operations of most agencies.