Ethics, Diligence, Success: What Agencies Need to Know

Includes a Live Web Event on 08/05/2025 at 1:00 PM (EDT)

Approved for Utica E&O credit.

Join Steve Lyons while he reviews many examples of situations faced by agents which may test ethical resolve as well as E&O management practices. Agents who take this course will learn some coverage lessons, better understand the critical functions of a successful agency operation, and be more prepared to handle difficult situations commonly faced by insurance agencies.

Steven D. Lyon, CIC, CRM, CPCU, AAI, AIS, ARM, CRIS, MLIS

Principal and Founder

Lyon Consulting Services LLC

Steven Lyon is the Founder and Principal of Lyon Consulting Services, LLC, an independent educational consulting firm. Steve utilizes his 37 years of experience that comes from owning, operating, and managing a third-generation independent insurance agency in Northern New Jersey. In addition to owning an agency, Steve has served as the Regional Director of Education for a large brokerage firm, and was Regional Vice President in charge of personal lines for the Insurance Division of a dynamic Banking Institution.

Steve earned his CIC designation in 1980 and CRM in 2003. In addition, he holds the CPCU, ARM, AAI, AFIS, CRIS, AIS and MLIS designations. He is a National Faculty member for the National Alliance who regularly speaks at Ruble Graduate Seminars, CIC Institutes, Dynamic of Service classes, and CISR programs throughout the United States and Puerto Rico. In addition, Steve works closely with a wide variety of Professional Insurance Agent Associations, Independent Insurance Agent Associations, Large Brokers and Insurance Carriers.