Errors & Omissions – 6 Secrets to Crush a Claim and Keep Your Agency Out of Court
No one in an independent insurance agency or brokerage is immune to a potential E&O claims. Kim Opheim of Applied Systems and agency owner Brian Bartosh share real-life E&O Stories, and the steps you should take to manage your exposure.
Together, they share 6 secrets that can help your agency or brokerage crush an E&O claim and keep your agency out of the courtroom. No matter what role you play at your agency or brokerage, these easy-to-implement tips can potentially save your career:
- Agency Principals and Owners – you’ll discover the #1 thing you need to tell EVERY employee in your independent agency or brokerage to avoid a business-ending lawsuit.
- CSRs: An E&O claim could spell the end of your insurance career. You’ll learn surefire steps you can take to make an E&O claim disappear before your eyes
