Program Detail

CO148: E & O Claims: What You Can Do To Reduce Them



Description: Participants will study the duties that agents and brokers owe to consumers, carriers, and third parties. They will also examine actions they can take to fulfill these obligations. This will result in fewer uncovered claims for the public and fewer E & O claims for the licensees.

What you will learn
  • Duties owed by broker/agents to the public and to insurance carriers: tort, contractual, and fiduciary
  • Correct procedures for placement with non-admitted insurers
  • Proper procedures for handling new placements and renewals
  • Proper file documentation procedures
  • What information should be made available to all staff members

Who will benefit 
  • Agents and Brokers
  • Claims adjusters

Course CE Credit
  • Fire/Casualty - 6 Hours
  • MCLE - 6 Hours

Location Date/Time Instructor Course Info
University of Phoenix Bldg
3150 Bristol St., Room 411
Parking $7 a day-no validation
Costa Mesa , CA

 9/16/2010

8:30 am to 3:30 pm
 Richard Masters
 Class type:
Workshop Public



Course fee
$199.00
Location Date/Time Instructor Course Info
University of Phoenix Bldg
3870 Murphy Canyon Rd.
2nd Floor-Room 11
San Diego , CA

 10/7/2010

8:30 am to 12:30 pm
 Richard Masters
 Class type:
Workshop Public



Course fee
$199.00
Location Date/Time Instructor Course Info
National University
14724 Ventura Blvd, Room 4
Parking est. $15.30 a day-no validation
Sherman Oaks , CA

 11/10/2010

8:30 am to 12:30 pm
 Richard Masters
 Class type:
Workshop Public



Course fee
$199.00
Location Date/Time Instructor Course Info
University of Phoenix Bldg
One Front St, Room 207-use Market St Entrance.
Parking $31 a day-no validation-or use nearby lots
San Francisco , CA

 11/18/2010

8:45 am to 3:45 pm
 Ruth Cazden, CPCU, CRIS
 Class type:
Workshop Public



Course fee
$199.00
Locations Offered