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Webcast

E & O - Commercial Liability Coverage Gaps and How To Fill Them - Part I


Total Credits: 3 including 3 CE Credit

Average Rating:
   1336
Categories:
10% premium discount qualified |  Errors and Omissions
Faculty:
Sharon A, Koches, CPCU, RPLU, AAI, AU, ITP |  Joni Fairbrother
Duration:
3 hrs
License:
Product Setting: Expires 30 day(s) after program date.

Dates



Description

This course is Part 1 of 2 (3 hrs each) 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!

Errors and omissions by an insurance producer can be extremely costly and damaging to the producer’s professional reputation. This course is designed to help insurance agents and brokers prevent many types of errors and omissions involving commercial liability insurance. The verb prevent is used here in the risk management sense. Loss prevention seeks to reduce the frequency or likelihood of claims. Complete avoidance is impossible. An agent or broker who has handled everything properly, following every guideline within this course, may still be sued for some alleged error or omission. However, the producer who successfully completes this course is less likely to be charged with an error or omission and will probably be better able to defend himself or herself against these allegations.

Learning Objectives

 

On completion of this course and Part 2, the student should be able to recognize and prevent many of the problems associated with selling and servicing

  • commercial general liability insurance,
  • commercial auto insurance,
  • workers compensation and employers liability insurance, and
  • commercial excess and umbrella policies.

Course Materials

Faculty

Sharon A, Koches, CPCU, RPLU, AAI, AU, ITP's Profile

Sharon A, Koches, CPCU, RPLU, AAI, AU, ITP Related Seminars and Products

Managing Performance, LLC.


Sharon Koches, owner/consultant of Managing Performance, LLC is an Insurance Educator, consultant and industry resource.  She is also a consultant for Agency Management Resource Group and serves on the National CPCU Society Leadership Council.

 

Sharon was Vice President of Insurance Operations & Technical Affairs at the Independent Insurance Agents of North Carolina (IIANC). A member of the Senior Management Team, responsibilities included technical affairs, management of IIANC’s Errors & Omissions Program, Group Insurance Program, Market Access Program and the insurance operations for the North Carolina Association of Insurance Agents (NCAIA), an affiliated corporation of IIANC which is responsible for placing the insurance coverage for the State of North Carolina, including state agencies, departments and universities.  In addition she was responsible for special projects, creating and instructing educational courses and symposiums, and consulting on agency procedures and technical issues.

Prior to that, Sharon was with The Institutes (previously the American Institute for CPCU/ and the Insurance Institute of America) serving as a sales executive in the Southern Region, as well as liaison to the Independent Insurance Agents and Brokers of America (IIABA).

Sharon was an account manager, a field underwriting/production position, for Selective Insurance Company’s Alternative Market/Large Accounts Department (SRM). Her other positions at Selective included specialty lines account manager and agency management specialist (small/middle market field underwriting/production). She also handled Casualty Facultative Reinsurance. 



Dates

Mon, Jun 10, 2024 - 07:00am to 09:55am PDT
Tue, Jun 25, 2024 - 10:00am to 12:55pm PDT
Mon, Jul 01, 2024 - 07:00am to 09:55am PDT
Wed, Jul 17, 2024 - 10:00am to 12:55pm PDT
Mon, Aug 05, 2024 - 07:00am to 09:55am PDT
Thu, Aug 29, 2024 - 10:00am to 12:55pm PDT
Tue, Sep 03, 2024 - 07:00am to 09:55am PDT
Mon, Sep 16, 2024 - 10:00am to 12:55pm PDT
Wed, Oct 09, 2024 - 07:00am to 09:55am PDT
Mon, Oct 21, 2024 - 10:00am to 12:55pm PDT
Fri, Nov 08, 2024 - 07:00am to 09:55am PST
Thu, Nov 21, 2024 - 10:00am to 12:55pm PST
Fri, Dec 06, 2024 - 07:00am to 09:55am PST
Thu, Dec 19, 2024 - 10:00am to 12:55pm PST

State Specific Details

State Approval Information Details

MI - This course is approved for 3 hrs CE - Course#79680, 2 hrs PC, 1 hr Ethics

KS - This course is approved for 3 hrs Gen  - Course#6000032510

UT - This course is approved for 3 hrs CE - Course#36880

IN - This course is approved for 3 hrs CE - Course#36188

NJ - This course is approved for 3 hrs CE - Course# 88901827

MT - This course is approved for 3 hrs CE

LA - This course is approved for 3 hrs CE - Course# 33094

TX (IIAT,IIAH & IIAA) - This course is approved for 3 hrs CE - Course#124748

NE - This course is approved for 3 hrs CE - Course#6000057889

IA - This course is approved for 3 hrs CE - Course# 106286

ME - This course is approved for 3 hrs CE - Course#27128

 

 

 


Promo Video

Reviews

5
4
3
2
1

Overall:      4.7

Total Reviews: 1336

Comments

Deborah M

"Very enjoyable and interesting "

Spencer N

"Great job!"

Dawn H

"These ladies are clearly very knowledgeable"

Lince Q

"I appreciated the examples given"

Karen R - Bethesda, Maryland

"I did not need to submit any questions because so well done"

Jason J

"Good session"

Sandy A - Washington, District of Columbia

"Thank you!"