E & Uh-Oh: Agent Obligations, Procedures, and Operations - On-Demand
Recorded On: 06/30/2023
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- Non-member - $100
- Member - $75
In this course, participants delve into the critical aspects of Errors & Omissions (E&O) insurance, focusing on the specific responsibilities, procedures, and operational strategies essential for insurance agents. Covering fundamental principles and best practices, the course addresses agent obligations in policy issuance, claims handling, and client communication.
Participants will gain insights into mitigating E&O risks through effective documentation, compliance with regulatory standards, and proactive client management techniques. By examining real-world case studies and scenarios, agents enhance their understanding of E&O insurance dynamics, equipping themselves to navigate complex insurance scenarios with confidence and professionalism.
Qualifies for E&O discount! Please note that if you are outside of Ohio, this course does not provide CE credit.
Kym Martell CRM, CIC, AAI, CRIS, MLIS
Owner & Founder
K. M. Associates
With38 years of dedicated experience in the insurance and risk management field,Kym Martell has cultivated a comprehensive understanding of both agency andcompany operations. Beginning in 1995, Kym took a pivotal step in their careerby establishing a prominent training and consulting firm specifically tailoredto serve property and casualty professionals.
Throughout Kym'sillustrious career, they have consistently demonstrated a commitment toexcellence through various facets of their practice. This includes designingand delivering continuing education training programs, developing specializedcurricula to address industry-specific challenges, conducting meticulousE&O (Errors & Omissions) loss control audits, and providing targetedE&O loss control training. Kym's expertise extends further into performancecoaching, where they offer invaluable insights and strategies to enhanceprofessional development within the insurance sector.
Additionally, Kym issought after for their role as an expert witness and their litigation supportservices, which underscore their deep knowledge and credibility in the field.
Kym Martell isrenowned for their dynamic presence as a speaker and presenter at numerousprofessional forums and private organizations. Their presentations cover a widerange of critical topics in property and casualty insurance, errors &omissions mitigation, and certification programs such as Accredited CustomerService Representative (ACSR), Construction Risk Specialist (CRIS), andAccredited Advisor of Insurance (AAI).
Kym's contributions are furtherhighlighted by their approval as an instructor by esteemed organizations likeBig I NJ and IIABA for their E&O Risk Management Program, emphasizing theirrole in shaping industry standards and best practices.
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