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Live Webcast

E&O Risk Management: Meeting the Challenge of Change presents E&O Considerations of Agency Operations

Total Credits: 2 including 2 CE Credit

Average Rating:
Errors and Omissions |  10% premium discount qualified
W. Vincent Sorgi Jr. |  Stuart Powell Jr. MA, CPCU, CIC, CLU, ChFC, ARM, AMIM, AAI, ARe, CRIS
2 hrs
Access for 30 day(s) after program date.


Course Description:


This course, which will apply toward the agency's requirement for the Swiss Re 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:

  • E&O Considerations of Agency Operations                   
  • E&O Issues of Certificates of Insurance              

  * Subject to state filings

FL Agents:

For FL  agencies to receive a 10% loss control credit on their Swiss Re/Westport E&O insurance premium, agency staff must attend both the E&O Considerations of Agency Operations webcast, and the E&O Carriers and Agencies, Expect the Unexpected! Webcast. In other words, in order to receive the 10% discount, each person must complete both two hour webcasts. Each person may complete these webcasts in any particular order. 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.

Course Materials


Tue, Dec 17, 2019 - 08:00a to 10:00a CST
Wed, Dec 18, 2019 - 11:00a to 01:00p CST

State Specific Details

State Approval Information Details

TN - This course is approved for 2 hrs CE

FL  - This session has been approved for two (2) hours of continuing education credits (intermediate), Agents: CE #91381- General Lines (Property and Casualty)


Ashlee Jessup, CCSR
Education Staff Assistant II/Registrar
Florida Association of Insurance Agents



Overall:      4.8

Total Reviews: 19


Brad M

"Both presenters did a good job of delivering the message."

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