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E&O: Duties, Laws, Documentation & Data Breach

E&O: Duties, Laws, Documentation & Data Breach

Instructor Kym Martell
NY- 3 CE (All Licenses) NYCR-278565
CT -3 CE (LRE) 6000160477

Agents who focus on E&O loss prevention fortify their agency from potentially devastating claims while improving the customer experience. In this course, agents will discuss the importance of understanding their legal duty of care, the benefit and importance of documentation, and adopting a best practices approach in their workflow procedures and to help them comply with federal, state laws, and defend themselves against Data Breaches.

How to Qualify for the E&O Loss Control Credit
Big I NY & CT members whose E&O coverage is written by Swiss Re/Westport Insurance Corp. or Allianz through IAAC or IAS can qualify for a premium reduction credit if they meet the current attendance criteria.

Information and the link will be emailed to the registered attendee the morning of the program by 8:00 am.  If you do not see the email in your general in-box, be sure to check your junk or spam folder.

For: All Agency staff

Members: $75 per person

Non-Members: $130 per person

New York or 800-962-7950, press 3. 
Connecticut or 860-563-1950 

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Cancellation Policy

Per the New York Department of Financial Services, you cannot receive CE credit for any course previously used for your license renewal (based on the course approval number). 
Per the Connecticut Insurance Department, a course can be taken for CE one time in the current license period.  It may be taken again in a subsequent license period. 

5/21/2024 9:00 AM - 12:00 PM
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