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Live Webcast

E&O Risk Management: Meeting the Challenge of Change presents the Role of Agency Defenses/ Procedures

Total Credits: 2 including 2 CE Credit

Average Rating:
Errors and Omissions |  10% premium discount qualified
James C. Keidel |  James C. Keidel, Esq. & Christopher B. Weldon, Esq.,
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:

  • The Role of Agency Procedures                         
  • Agency Defenses-Documentation              
  • Risk Assessment Questionnaires & Checklists  

* Subject to state filings


Course Materials


James C. Keidel's Profile

James C. Keidel Related seminars and products: 5


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: NY: (914) 948-7000

CT: (203) 869-2200

NJ: (201) 490-7706

Cell: (203) 470-9921

James C. Keidel, Esq. & Christopher B. Weldon, Esq. Related seminars and products: 2

Keidel, Weldon & Cunningham, LLP.

See the Course Materials section for James C. Keidel & Christopher B. Weldon's bios


Mon, Dec 16, 2019 - 01:00p to 03:00p CST

State Specific Details

State Approval Information Details

This course is approved in TN



Overall:      4.7

Total Reviews: 83


Stanley S - Nashville, Tennessee

"Helpful info and reasons to utilize a management system."

Geneva S - Franklin, Tennessee

"Great for older agents!!!"

Patricia W - Jackson, Tennessee

"learned a lot about documentation will be more diligent due to this course"

Lauren F - Memphis, Tennessee

"Very informative! Some of the topics were a little repetitive, but overall, enjoyed the webinar. "

Tammy W - New Johnsonville, Tennessee

"Good content"

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