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Webcast

Understanding and Avoiding E&O Claims in an Independent Insurance Agency


Total Credits: 3 including 3 CE Credit

Average Rating:
   916
Categories:
10% premium discount qualified |  Errors and Omissions
Faculty:
Cari Senefsky |  Gunnar Kephart
Course Levels:
Advanced
Duration:
3 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates


Description

PLEASE NOTE - THIS CLASS IS APPROVED FOR PREMIUM DISCOUNTS WITH BOTH SWISS RE AND ALLIANZ! IF YOUR STATE HAS AN ACTION ITEM FOR YOU AFTER COMPLETING THE CLASS, IT WILL BE INCLUDED IN THE HANDOUTS/MATERIALS SECTION!

This course is oriented towards agency staff and begins with general comments to make them aware of what an E&O claim is, what typically causes a claim and then provides specific processes and procedures to follow in the agency’s daily operations to prevent E&O claims.

Course Materials

Faculty

Cari Senefsky Related Seminars and Products


Cari Senefsky is the Director of Professional Liability at the Independent Insurance Agents of Texas (IIAT).  Joining the team in 2018, Cari brought with her a background in Management Lines placement and program development for insurance agents, brokers, managing general agencies, wholesalers, networks and aggregators.  She also serves on the Professional Liability Committee for the Independent Insurance Agents and Brokers of America; advocating for competitive coverage enhancements and benefits for Big I Members. She serves as a staff liaison for the Large Agency Council at the Independent Insurance Agents of Texas and understands that no two agencies are the same.  

Cari enjoys managing and working alongside one of the strongest E&O Team’s in the country.   She is passionate about helping agents protect their business through facilitating Risk Management courses and assisting with insurance placement.  She is a strong proponent of continuous improvement, streamlining process and maximizing results.  

When not assisting agents, you will most likely find her hiking a trail somewhere with her husband, Ken and terrier, Pixie.  She enjoys exploring new places and a smooth bourbon. 


Gunnar Kephart Related Seminars and Products


Gunnar Kephart’s insurance experience started in 1982 when he joined the family’s agency in San Antonio as a partner. From there, he was a founding principal in a cluster agency while consulting with other agents in Mergers and Acquisitions. Relocating to the DFW Texas area, he produced commercial lines business for a national broker and became the Commercial Lines manager. Moving to a construction specialty agency, he focused on middle-market and loss-sensitive construction accounts and created and administered a very successful multi-year Contractor Controlled insurance program.

In 2011, he became a member of the IIAT staff, initially as a Professional Liability marketer, then developing into a broader role, alongside fellow E&O team members, advocating for the E&O risk management needs of IIAT members with brokers, carriers and claims managers. He is completely committed to IIAT’s values of Integrity, Service Excellence and Continuous improvement.

Gunnar’s varied experience in agency ownership, management and producer roles brings a practitioner’s insight into the world of professional liability risk management for independent agencies.

 He considers it a privilege to serve his fellow agents by sharing with them his knowledge and practical approach to meet their Professional Liability risk management needs.


Dates

Thu, Jun 13, 2024 - 11:00am to 02:10pm PDT
Fri, Jun 28, 2024 - 01:00pm to 04:10pm PDT
Thu, Jul 11, 2024 - 07:00am to 10:10am PDT
Fri, Jul 26, 2024 - 09:00am to 12:10pm PDT
Tue, Aug 06, 2024 - 11:00am to 02:10pm PDT
Mon, Aug 19, 2024 - 01:00pm to 04:10pm PDT
Mon, Sep 09, 2024 - 07:00am to 10:10am PDT
Thu, Sep 19, 2024 - 09:00am to 12:10pm PDT
Thu, Oct 10, 2024 - 11:00am to 02:10pm PDT
Mon, Oct 28, 2024 - 01:00pm to 04:10pm PDT
Tue, Nov 05, 2024 - 07:00am to 10:10am PST
Wed, Nov 20, 2024 - 09:00am to 12:10pm PST
Thu, Dec 12, 2024 - 11:00am to 02:10pm PST
Fri, Dec 27, 2024 - 01:00pm to 04:10pm PST

Reviews

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Overall:      4.7

Total Reviews: 916