Total Credits: 3 including 3 CE Credit
Audience: Agent and Customer Service Training
Course Description
Errors and omissions by an insurance producer can be extremely costly and damaging to the producer’s professional reputation. This course is designed to help insurance agents and brokers prevent many types of errors and omissions involving commercial liability insurance. The verb prevent is used here in the risk management sense. Loss prevention seeks to reduce the frequency or likelihood of claims. Complete avoidance is impossible. An agent or broker who has handled everything properly, following every guideline within this course, may still be sued for some alleged error or omission. However, the producer who successfully completes this course is less likely to be charged with an error or omission and will probably be better able to defend himself or herself against these allegations.
Learning Objectives
On completion of this course, the student should be able to recognize and prevent many of the problems associated with selling and servicing
Please Read - Important CE Instructions (135.2 KB) | Available after Purchase |
Course Outline (0.01 MB) | Available after Purchase |
Course_Slides (2.08 MB) | Available after Purchase |
CGL form (0.08 MB) | Available after Purchase |
Tom Quaka has joined Southern Insurance Consulting following his tenure as Senior Vice President of FCCI Insurance Group, a Super Regional Commercial Lines Property and Casualty Insurance carrier. Prior to joining FCCI, Tom was president of Briarfield Insurance Company and Mississippi Insurance Managers, the state’s largest managing general agency.
Tom has also served the insurance industry as a member of the ISO Advisory Committee, the National Council of Compensation Insurance Rating and Classification Committee and the Mississippi Legislative Task Force for regulatory reform. He has received many industry honors and awards including the J. H. Johnson Award which is the highest award given by the Independent Insurance Agents of Mississippi.
With a CPCU designation, Tom has also served on various legislative advisory committees and is past-president of many industry organizations and boards. He is also recognized nationally in insurance education, having served on the national faculty of the Certified Insurance Counselors Institute presenting technical insurance seminars across the country. He continues to teach property and casualty courses throughout the state for the Independent Insurance Agents of Mississippi.
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