PLEASE NOTE - THIS CLASS DOES NOT QUALIFY FOR E&O PREMIUM DISCOUNTS!
This course is designed to educate insurance industry professionals on the Errors and Omissions exposures they face in various areas of public-facing marketing. This course will cover Standard of Care laws in all states and how special relationships are affected and duties heightened when agencies use certain language in their written materials.
|PLEASE READ - VOD CE INSTRUCTIONS AND STATE REQUIRED FORMS (0.15 MB)||Available after Purchase|
|Course Outline||Available after Purchase|
|E&O Exposures_Slides (706.3 KB)||Available after Purchase|
Mallory is the Vice President of the Independent Insurance Agents of Wisconsin. Joining the team in 2017, Mallory actively pursues building agency tools for agents in Wisconsin and across the United States. She views creating operational resources for independent agents as both a passion and privilege. Through innovative new practices, Mallory identifies key risks and mitigation plans in a tailored fashion to meet the needs of agencies of all sizes.
Mallory enjoys facilitating the E&O Risk Management courses and is an approved auditor for Swiss Re Corporate Solutions. Mallory conducts Operational Improvement Review audits and E&O Website reviews both in-person as well as virtually for agents across the United States. She serves as the staff liaison for the Young Agents at the Independent Insurance Agents of Wisconsin and was recognized in 2020 as the Staff Liaison of the Year.
Mallory holds a Master’s degree in Business Administration from the University of Wisconsin-Whitewater. Prior to joining IIAW, she worked for seven years within the global risk management space at Kimberly-Clark Corporation in Neenah, WI.
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