Customer Management Skills: Errors and Omissions
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This course provides a comprehensive overview of Errors and Omissions (E&O) in the insurance industry, with a focus on understanding liability, consequences, and prevention strategies. Participants will explore key regulations, the roles and responsibilities of licensed and unlicensed staff, and the varying degrees of authority within an agency. The course also emphasizes fiduciary duties to clients, insurers, and other stakeholders, and highlights the top ten most common E&O mistakes made by CSR's and account managers - along with practical tips to avoid them.
This course can be purchased individually or as a part of the Customer Management Skills Package.
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Errors and Omissions
Begin self-paced component package.
Begin self-paced component package.
This course provides a comprehensive overview of Errors and Omissions (E&O) in the insurance industry, with a focus on understanding liability, consequences, and prevention strategies. Participants will explore key regulations, the roles and responsibilities of licensed and unlicensed staff, and the varying degrees of authority within an agency. The course also emphasizes fiduciary duties to clients, insurers, and other stakeholders, and highlights the top ten most common E&O mistakes made by CSR's and account managers - along with practical tips to avoid them.
