E & Uh-Oh: Documentation, Checklists & Operations On-Demand

E & Uh-Oh: Documentation, Checklists & Operations On-Demand

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Recorded On: 06/30/2023

Insurance professionals rely upon these two defenses when faced with an E&O claim – (1) invariable practice, and (2) documentation. Understanding the need to document, what is meant by “good documentation” and the advantage of using disclaimer language are just some of the key points explored in this module.

Risk assessment questionnaires and coverage checklists can play an important role in providing another layer of defense for an agency against some of the more common E&O allegations.

The operations of insurance agencies can vary based on size, representation, and geographic location. Over time agencies have had to adapt their operations because of changes in carrier capabilities and workflows, the implementation of tools like upload/download, and competitive raters. This unit will explore areas in the agency’s daily operations that may open the agency up to an E&O loss.

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.

Key:

Complete
Failed
Available
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Module 1 Video*
Open to view video.
Open to view video.
You must register to access.
Module 1 Quiz
4 Questions  |  Unlimited attempts  |  14/14 points to pass
4 Questions  |  Unlimited attempts  |  14/14 points to pass Insurance professionals rely upon these two defenses when faced with an E&O claim – (1) invariable practice, and (2) documentation. Understanding the need to document, what is meant by “good documentation” and the advantage of using disclaimer language are just some of the key points explored in this module.
You must register to access.
Module 2 Video*
Open to view video.
Open to view video.
You must register to access.
Module 2 Quiz
5 Questions  |  Unlimited attempts  |  6/6 points to pass
5 Questions  |  Unlimited attempts  |  6/6 points to pass Risk assessment questionnaires and coverage checklists can play an important role in providing another layer of defense for an agency against some of the more common E&O allegations.
You must register to access.
Module 3 Video*
Open to view video.
Open to view video.
You must register to access.
Module 3 Quiz
5 Questions  |  Unlimited attempts  |  5/5 points to pass
5 Questions  |  Unlimited attempts  |  5/5 points to pass The operations of insurance agencies can vary based on size, representation, and geographic location. Over time agencies have had to adapt their operations because of changes in carrier capabilities and workflows, the implementation of tools like upload/download, and competitive raters. This unit will explore areas in the agency’s daily operations that may open the agency up to an E&O loss.
You must register to access.
Course Survey
5 Questions
5 Questions
You must register to access.
Certificate
3.00 General credits  |  Certificate available
3.00 General credits  |  Certificate available
You must register to access.