Errors and omissions by an insurance producer can be extremely costly and damaging to the producer’s professional reputation. Increasingly, producers are being held responsible for the uncovered losses of their clients. Fortunately, there are positive steps that can be taken and techniques producers can implement to help avoid, manage, and mitigate E&O issues.

This course provides a number of practical suggestions on how producers can avoid errors and omissions by adjusting the way they do business. 

Upon completion of this course, students should be able to:

• identify some of the issues that can lead to E&O claims and client dissatisfaction
• recognize steps you can take to reduce the likelihood of E&O claims and increase client satisfaction