E&O Risk Management – Meeting the Challenge of Change-1 (6 hrs)  Event
Live Webcast

E&O Risk Management – Meeting the Challenge of Change-1 (6 hrs) Event


Total Credits: 6 including 6 CE Credits

Average Rating:
  4.5   (50 comments)
Category:
Errors and Omissions |  10% premium discount qualified
Faculty :
Christopher B. Weldon |  James C. Keidel |  Richard Lund |  W. Vincent Sorgi Jr. |  Stuart Powell Jr. MA, CPCU, CIC, CLU, ChFC, ARM, AMIM, AAI, ARe, CRIS |  William Perkins
Duration:
6 hrs
License:
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

 

Single event 6-hour ABEN Webcast:

This course, which will apply toward the agency's requirement for the Swiss Re and Fireman's Fund 10% E&O discount,  is designed to give agents important information to help reduce their exposure to E&O claims.  Topics that will be discussed include:

  •     Agency/Carrier Relationships – Law of Agency
  •     Understanding Agent Duties
  •     An E&O Claim – 360° View
  •     Agency/Carrier Contracts – E&O Considerations
  •     Agency Defenses Documentation
  •     E&O Considerations of Agency Operations

 * Subject to state filings

 

Important - Please Read:

 To claim the Swiss Re and Firemen's Fund 10% discount send a copy of your Completion Certificate to your state independent insurance agents and brokers association.  Please see the document on the materials tab marked "Swiss Re and Fireman's Fund 10% Discount" for your state contact.

Also, please see the State Approval Information section to learn if your state has added additional comments/requirements!

 

 

 

 

Course Materials

Faculty

Christopher B. Weldon Related seminars and products: 3

Esq.


Chris started his legal career in 1990 as an Assistant District Attorney. After leaving the District Attorney's Office in 1992, Chris continued in litigation, handling malpractice lawsuits and other types of actions, ranging from simple personal injury cases to complex contract and corporate disputes. In 1999, Chris joined a multi-state law firm and helped the firm to establish an independent Connecticut office. At that firm, he primarily handled professional liability claims and lawsuits involving insurance agents and brokers. Since that time, he has continued to focus his practice in the area of professional liability, not only defending insurance agents and brokers, but also representing attorneys, real estate brokers and architects and engineers. Through his representation of insurance agents and brokers, he gained significant experience with insurance policies and has used that knowledge to successfully resolve many insurance coverage disputes for insurance carriers as well. In 2008, Chris, together with Jim Keidel and Steve Cunningham started the law firm of Keidel, Weldon & Cunningham. Over the years, Chris has primarily focused his practice in New York, Connecticut and Pennsylvania, but, because of his significant expertise in the area of professional liability, he has been retained by carriers nationally and in the U.S. Virgin Islands, to become admitted pro hoc vice in order to work with their local counsel. Chris authors articles and lectures on the subject of E&O liability prevention for insurance agents and brokers. He is licensed as a continuing education instructor by the Insurance Departments in a number of states. Community Activities:

Wilton Connecticut Fire Commission 2016-Present Wilton Connecticut Police Commissioner 2006-2016

Chairman 2012-2016

Wilton Connecticut Charter Commission 2008-2008 Wilton Connecticut Cell Tower Commission 2001-2002

 

Practice Areas:

Insurance Agents and Brokers Insurance Coverage

Excess Monitoring General Liability

Corporate and Business Matters

Contact:

cweldon@kwcllp.com NY: (914) 948-7000

CT: (203) 869-2200

PA: (215) 821-1172

RI: (401) 773-7730

Cell: (203) 984-5394

 


James C. Keidel Related seminars and products: 3

Esq.


Jim started his legal career in the late 1980s working as an in-house attorney for a major life insurance company. After several years of handling life insurance related litigation, in 1990 Jim joined an upstate New York law firm specializing in the representation of insurance agents and brokers in all facets of their business. Jim chartered their New York City office, expanding it from a solo operation to a fully-staffed mid-sized office. In light of his enormous success with the New York City office, in 1999, he was asked to establish their Connecticut office with similar prosperity. Based upon his significant achievements, Jim was made a managing partner, heading up the firm's professional liability practice. In 2008 Jim started the law firm of Keidel, Weldon & Cunningham, LLP along with Chris Weldon and Steve Cunningham. Since 1990, Jim has exclusively handled high exposure, complex professional liability claims and lawsuits involving insurance agents and brokers, and has counseled insurance agents and brokers on loss prevention. Jim has been licensed by Insurance Departments in 50 states as a continuing education instructor. He has presented the annual E&O loss control seminar to members of IIABNY for approximately twenty years. He frequently presents private E&O seminars and conducts E&O audits at insurance agencies and brokerages across the country. He also represents insurance agents and brokers on all other facets of their businesses including regulatory work, contract negotiations and employment issues. Jim frequently serves as mediator and arbitrator in high exposure insurance coverage disputes. Community Activities:

Ridgefield Insurance and Risk Management Committee 2002-2015 Ridgefield Justice of the Peace 2000-Present

Ridgefield Connecticut Board of Education2015-Present

 

Practice Areas:

Insurance Agents and Brokers Insurance Coverage

Excess Monitoring General Liability

Corporate and Business Matters

 

Contact:

jkeidel@kwcllp.com NY: (914) 948-7000

CT: (203) 869-2200

NJ: (201) 490-7706

Cell: (203) 470-9921






Dates

Tue, Jul 03, 2018 - 08:00a to 02:45p CDT
Sat, Jul 14, 2018 - 09:00a to 03:45p CDT
Thu, Jul 19, 2018 - 10:00a to 04:45p CDT
Tue, Aug 07, 2018 - 08:00a to 02:45p CDT
Sat, Aug 11, 2018 - 09:00a to 03:45p CDT
Thu, Aug 16, 2018 - 10:00a to 04:45p CDT
Tue, Sep 04, 2018 - 08:00a to 02:45p CDT
Sat, Sep 08, 2018 - 09:00a to 03:45p CDT
Thu, Sep 20, 2018 - 10:00a to 04:45p CDT
Tue, Oct 02, 2018 - 08:00a to 02:45p CDT
Sat, Oct 13, 2018 - 09:00a to 03:45p CDT
Thu, Oct 18, 2018 - 10:00a to 04:45p CDT
Tue, Nov 06, 2018 - 08:00a to 02:45p CST
Sat, Nov 10, 2018 - 09:00a to 03:45p CST
Thu, Nov 15, 2018 - 10:00a to 04:45p CST
Tue, Dec 04, 2018 - 08:00a to 02:45p CST
Sat, Dec 08, 2018 - 09:00a to 03:45p CST
Thu, Dec 20, 2018 - 10:00a to 04:45p CST

State Specific Details

State Approval Information Details

LA - This course has been approved for CE credit - Course#30332 (3 hrs of Ethics)

IL - This course has been approved for CE credit - Course # 66900

KS - This course has been approved for CE credit - Course  #988468 Ethics and #988470 General - Note -  KAIA will file your earned CE electronically within 10 business day after course completions

 

OH - This course has been approved for CE credit - Course # 38196 - This course approved under the title E&O Risk Management – Meeting the Challenge of Change (1 Event).

OH AGENTS - Please contact Debbie Magerko or Cassie Sowers at (800) 555-1742 to ensure a web-based option will fulfill your E&O carrier's requirement.

WI - This course has been approved for CE credit - Course# 68586

TX - This course has been approved for CE credit - Course # 91044

For Texas Agents only - successful completion of this 6 hr event will qualify for  IIAT’s Texas Independent Insurance Adviser (TIIA) E&O Credit - See Materials tab (Swiss Re 10% Premium Discount Instruction form) for TX TIIA Designation form

KY - This course has been approved for CE credit - Course #C11522

NJ - This course has been approved for CE credit - Course # 88893672

RI - This course has been approved for CE credit

VT - This course has been approved for 6 hrs CE credit - Course # 25293

MD - This course has been approved for CE credit - Course # C12353

NM - This course has been approved for CE credit - Course# 53671

GA - This course has been approved for CE Credit - Course # 43299

AL - This course has been approved for CE credit - Course # 21993

UT - This course has been approved for CE credit - Course # 29356

MT - This course has been approved for CE credit

OR - This course has been approved for CE credit - Course # 1015560

AZ - This course has been approved for CE credit - Course # 100282

MI - This course has been approved for CE credit - Course# 75192

AK - This course has been approved for CE credit - Course#12582

WV - This course has been approved for CE credit - Course#128838468

CT - This course has been approved for CE credit - Course#111522

AR - This course has been approved for CE credit - Course#202990

 


Reviews

5
4
3
2
1

Overall:     4.5

Total Reviews: 985

Comments

KATARZYNA W - Wallington, New Jersey

"Very interested experience. Important tips and helpful information how to protect your business. "

Siu P - ,

"Excellent presentation"

Brad V - ,

"Excellent webcast."

Lydia C - ,

"this was a very informative web cast. "

Sandy B - ,

"Very informative, and some great points to think about & revise procedures of the agency to further protect from E & O claims. "

Ardie C - Shreveport, Louisiana

"Great presentation!"

Heidi M - Lafayette, Louisiana

"The auditory did not match up with the visual and that was very annoying. There is never an actual Q&A process in these webinars. I have never had a question answered."

Ashley S - ,

"Content was great."

Ayra B - ,

"Awesome presentation. Lots of great information."

Angela S - ,

"Very informative"

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