E & Uh-Oh: Documentation, Checklists & Operations

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Agents who focus on E&O loss prevention fortify their agency from potentially devastating claims while improving the customer experience. In this course, agents will learn best practices regarding documentation, social media use, cyber risks and other exposures present in the day-to-day operations of most agencies.

Qualifies for E&O discount! Please note that if you are outside of Ohio, this course does not provide CE credit.

Scott Treen, CIC, CPIA

President

Treen Insurance Agency

Scott Treen is the President of Treen Insurance Agency in Jefferson, Ohio. He has more than 30 years of experience as an insurance professional. He earned a bachelor's degree from Youngstown State University in 1981 and holds the CPIA designation and earned his CIC designation in 1999. Scott received the Jack V Hedges Educator of the year award in 2007 from the Professional Insurance Agents of Ohio and is on the National Faculty for the National Alliance.

Scott has taught for CISR, CIC, LUTCF, CPIA and other professional development courses and speaks to various civic groups. He has also taught insurance related curriculum to high school students. He was past president of the Ashtabula County Life Underwriters Association.