Total Credits: 2 including 2 CE Credit
Featuring Agency/Carrier Contracts-E&O Considerations and Compliance with State and Federal Laws
NY AGENTS ONLY: For agencies to be eligible to receive a 10% loss control credit on their Swiss Re/Westport E&O insurance premium, the minimum agency staff required must attend both the Agency/Carrier Relationships-Law of Agency webcast and the Understanding Agent Duties webcast. Each person may complete these webcasts in any particular order but all persons must complete viewing the loss control programs prior to the deadline. There are multiple viewing dates and times each month; so, please plan accordingly. Failure to attend both E&O webcasts will result in forfeiture of your eligibility to receive an E&O policy premium discount.
To review the concepts of the law of agency including how the agency relationship is established and discover the agents duties owed in the law of agency to the principal (carrier). Explore the key provisions of agency agreements and underwriting guidelines that could create potential E&O exposures and review some E&O considerations in working with carrier underwriting guidelines. Additionally, identify both the general state and federal laws that effect all insurance agency operations by uncovering and understanding how each effect the operations of an insurance organization will assist agency management in their development of procedures to support compliance.
|Additional E&O Reference Links||Available after Purchase|
|Student Materials-E&O Considerations||Available after Purchase|
|Student Materials-Law of Agency||Available after Purchase|
|Christopher B. Weldon, Esq. bio||Available after Purchase|
|Student Materials-State & Federal Laws||Available after Purchase|
|Questions and Answers||Available after Purchase|
|James C. Keidel, Esq. bio||Available after Purchase|
|TN Agents required E&O form (0.13 MB)||Available after Purchase|
|IABNY Agents - You must open this file to read the NYS mandatory CE announcements and to print and complete the attendance form for the date of the program you are attending! (1.67 MB)||Available after Purchase|
|PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB)||Available after Purchase|
|Swiis Re/Allianz/Utica Premium Discount Instructions (32.2 KB)||Available after Purchase|
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
Insurance Agents and Brokers Insurance Coverage
Excess Monitoring General Liability
Corporate and Business Matters
firstname.lastname@example.org NY: (914) 948-7000
CT: (203) 869-2200
NJ: (201) 490-7706
Cell: (203) 470-9921
Keidel, Weldon & Cunningham, LLP.
See the Course Materials section for James C. Keidel & Christopher B. Weldon's bios
NY - This course is approved for 2 hrs CE - Course# 238009 - Acknowledgement form is required (see form specifically dated for the course date you are viewing in the zip file located on the materials tab)
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