E&O Risk Management – Meeting the Challenge of Change-Part 1 (3 hrs)
Live Webcast

E&O Risk Management – Meeting the Challenge of Change-Part 1 (3 hrs)


Total Credits: 3 including 3 CE Credits

Average Rating:
  4.6   (26 comments)
Category:
Errors and Omissions |  10% premium discount qualified
Faculty :
Christopher B. Weldon  |  James C. Keidel  |  Richard Lund  |  W. Vincent Sorgi Jr.  |  William Perkins
Duration:
3 hrs
License:
Access for 30 day(s) after program date.



Description

Part 1:  

Please note - Parts 1 & 2 can be taken out of order!!    Also note, this webcast is running approx 3.5 hrs so plan your schedule accordingly!

This course is one of two parts.  Successful completion of both parts will apply toward the agency's requirement for the 10% Swiss Re and Fireman's Fund E&O discount*. This course is designed to give agents important information to help reduce their exposure to E&O claims.  Topics that will be discussed include:

  •    Understanding Agent Duties
  •    The Role of Agency Procedures
  •    An E&O Claim – 360° View
  •    Reporting an E&O Claim
  •    Risk-assessment Questionnaires and Checklists

*Subject to state filings

Important - Please Read:

To claim the Swiss Re and Fireman's Fund 10% discount, when both parts 1 and 2 are complete, send a copy of both completion certificates to your state independent insurance agents and brokers association.  Please see the document on the materials tab marked "Swiss Re and Fireman's Fund 10% Discount" for your state contact.

 

Course Materials

Faculty

Christopher B. Weldon Related seminars and products: 2

Esq.


Chris started his legal career in 1990 as an Assistant District Attorney. After leaving the District Attorney's Office in 1992, Chris continued in litigation, handling malpractice lawsuits and other types of actions, ranging from simple personal injury cases to complex contract and corporate disputes. In 1999, Chris joined a multi-state law firm and helped the firm to establish an independent Connecticut office. At that firm, he primarily handled professional liability claims and lawsuits involving insurance agents and brokers. Since that time, he has continued to focus his practice in the area of professional liability, not only defending insurance agents and brokers, but also representing attorneys, real estate brokers and architects and engineers. Through his representation of insurance agents and brokers, he gained significant experience with insurance policies and has used that knowledge to successfully resolve many insurance coverage disputes for insurance carriers as well. In 2008, Chris, together with Jim Keidel and Steve Cunningham started the law firm of Keidel, Weldon & Cunningham. Over the years, Chris has primarily focused his practice in New York, Connecticut and Pennsylvania, but, because of his significant expertise in the area of professional liability, he has been retained by carriers nationally and in the U.S. Virgin Islands, to become admitted pro hoc vice in order to work with their local counsel. Chris authors articles and lectures on the subject of E&O liability prevention for insurance agents and brokers. He is licensed as a continuing education instructor by the Insurance Departments in a number of states. Community Activities:

Wilton Connecticut Fire Commission 2016-Present Wilton Connecticut Police Commissioner 2006-2016

Chairman 2012-2016

Wilton Connecticut Charter Commission 2008-2008 Wilton Connecticut Cell Tower Commission 2001-2002

 

Practice Areas:

Insurance Agents and Brokers Insurance Coverage

Excess Monitoring General Liability

Corporate and Business Matters

Contact:

cweldon@kwcllp.com NY: (914) 948-7000

CT: (203) 869-2200

PA: (215) 821-1172

RI: (401) 773-7730

Cell: (203) 984-5394

 


James C. Keidel Related seminars and products: 2

Esq.


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:

jkeidel@kwcllp.com NY: (914) 948-7000

CT: (203) 869-2200

NJ: (201) 490-7706

Cell: (203) 470-9921





Dates

Tue, Oct 24, 2017 - 10:00a to 01:25p EDT
Thu, Oct 26, 2017 - 10:00a to 01:25p EDT
Tue, Nov 28, 2017 - 10:00a to 01:25p EST
Thu, Nov 30, 2017 - 10:00a to 01:25p EST
Wed, Dec 27, 2017 - 10:00a to 01:25p EST
Fri, Dec 29, 2017 - 10:00a to 01:25p EST
Tue, Jan 23, 2018 - 10:00a to 01:25p EST
Thu, Jan 25, 2018 - 10:00a to 01:25p EST
Tue, Feb 20, 2018 - 10:00a to 01:25p EST
Thu, Feb 22, 2018 - 10:00a to 01:25p EST
Tue, Mar 27, 2018 - 10:00a to 01:25p EDT
Thu, Mar 29, 2018 - 10:00a to 01:25p EDT
Tue, Apr 24, 2018 - 10:00a to 01:25p EDT
Thu, Apr 26, 2018 - 10:00a to 01:25p EDT
Tue, May 22, 2018 - 10:00a to 01:25p EDT
Thu, May 24, 2018 - 10:00a to 01:25p EDT
Tue, Jun 26, 2018 - 10:00a to 01:25p EDT
Thu, Jun 28, 2018 - 10:00a to 01:25p EDT
Tue, Jul 24, 2018 - 10:00a to 01:25p EDT
Thu, Jul 26, 2018 - 10:00a to 01:25p EDT
Tue, Aug 28, 2018 - 10:00a to 01:25p EDT
Thu, Aug 30, 2018 - 10:00a to 01:25p EDT
Tue, Sep 25, 2018 - 10:00a to 01:25p EDT
Thu, Sep 27, 2018 - 10:00a to 01:25p EDT
Tue, Oct 23, 2018 - 10:00a to 01:25p EDT
Thu, Oct 25, 2018 - 10:00a to 01:25p EDT
Tue, Nov 27, 2018 - 10:00a to 01:25p EST
Thu, Nov 29, 2018 - 10:00a to 01:25p EST
Tue, Dec 18, 2018 - 10:00a to 01:25p EST
Thu, Dec 20, 2018 - 10:00a to 01:25p EST

State Specific Details

State Approval Information Details

LA - This course has been approved for CE credit - Course#28759

IL - This course has been approved for CE credit - Course # 66901

SC - This course has been approved for 3 hrs P&C CE - Course # 129124 SC:  This course is approved in SC but please complete the required affidavit in the materials section (zip file - IMPORTANT CE INFORMATION & STATE REQUIRED FORMS)

KS - This course has been approved for CE credit - Course # 988468 ETHICS - Note -  KAIA will file your earned CE electronically within 10 business day after course completions

MS - This course has been approved for CE credit

OH - This course has been approved for CE credit - Course # 38197 - This course approved under the title E&O Risk Management – Meeting the Challenge of Change (Part 1). OH AGENTS - Please contact Debbie Magerko or Cassie Sowers at (800) 555-1742 to ensure a web-based option will fulfill your E&O carrier's requirement.

TX - This course has been approved for CE credit - Course # 91046 For Texas Agents only - successful completion of parts 1 & 2 qualify for  IIAT’s Texas Independent Insurance Adviser (TIIA) E&O Credit - See Materials tab (Swiss Re 10% Premium Discount Instruction form) for TX TIIA Designation form

NJ - This course has been approved for CE credit - Course # 88893671

NC - This course has been approved for 3 CE credit - Course # 200322

NM - This course has been approved for CE credit - Course# 53672

MD - This course has been approved for CE credit - Course # C12313

KY - This course has been approved for CE credit - Course# C11234

AL - This course has been approved for CE credit - Course # 21996

GA - This course has been approved for CE credit - Course # 44457

UT - This course has been approved for CE credit - Course # 29357

MT - This course has been approved for CE credit OR - This course has been approved for CE credit - Course # 1015565

WY - This course had been approved for CE credit - Course# 23028

AZ - This course has been approved for CE credit - Course # 100317

HI - This course has been approved for CE credit - Course# PW212357

ND - This course has been approved for CE credit -  Course # 8337

AR - This course has been approved for CE credit - Course#202991

WV - This course is pending approval for CE as of 11/16/16


Reviews

5
4
3
2
1

Overall:     4.6

Total Reviews: 593

Comments

Ralph F - ,

"High quality speakers and presentation."

Rebecca C - Bastrop, Louisiana

"Very informative! Great presentation."

PATRICIA J. G - SKILLMAN, New Jersey

"THIS WAS MY FIRST WEBCAST AND I THOROUGHLY ENJOYED THE PRESENTATION."

Nora V - Andrews, Texas

"This is an Excellent course every CSR needs to attend at least once a year "

Charles S - Rome, Georgia

"Good information!"

Chris C - ,

"Excellent overview and detailed analysis. Quality material and presenters."

Kim S - Ellenboro, North Carolina

"Very informative. Easy to understand. Great recommendations"

Jamie W - Louisburg, North Carolina

"I found this course very helpful. Thanks!"

Paula T - Colleyville, Texas

"Excellent presentation"

Corey J - Hamilton, Montana

"Good Class."

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