Protecting Your Practice: Avoiding E&O Loss Through Documentation

Overview

Business liability exposures have grown, and insurance agents face additional risks, including professional liability or E&O. This course covers using documentation to manage E&O claims, explaining the nature of E&O risk, effective documentation fundamentals, and the importance of standard operating procedures (SOPs). It also provides examples of documentation types, such as file documentation, confirmation letters, checklists, and phone logs.

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License or Certification 

 

Regulator 

 

Type 

 


Learning Objectives

  • Recognize why it is important to control E&O claims and how important the role of documentation is in controlling E&O claims
  • Recognize what should be documented and distinguish among various forms of documentation
  • Identify the types of documentation likely to be admissible in a court of law
  • Recognize the importance of SOPs for documentation and identify ways of creating SOPs
  • Identify the various types of agency files and recognize types of information each file should contain
  • Identify the reasons why checklists can be an E&O defense tool when used appropriately


Designed For:

Property and casualty insurance professionals in all stages of their career




Course Information

Adding additional credit may change exam requirements.