Total Credits: 2 including 2 CE Credit
Audience: Agent and Customer Service Training
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:
* Subject to state filings
Additional E&O Reference Links | Available after Purchase |
Student Materials - Agency Defenses - Documentation | Available after Purchase |
Student Materials - Risk Assessment Questionnaires & Checklists | Available after Purchase |
Student Materials - The Role of Agency Procedures | Available after Purchase |
TN Agents required E&O form (0.13 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
jkeidel@kwcllp.com 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
This course is approved in TN
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