Ethics in Insurance: Protecting the Client and the Agency

Includes a Live Web Event on 09/18/2025 at 1:00 PM (EDT)

Approved by Utica for E&O discount!

This course begins with a discussion of what ethics is and different approaches to decision making. It addresses the ethical responsibilities of the insurance producer to prospects and clients, to insurance carriers and to third parties. Throughout the course, participants will discuss ethical dilemmas faced by insurance producers in order to determine the best course of action. We also discuss the E&O implications in many of the areas discussed.

Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

Director of Commercial Underwriting

E&K Insurance Group

Cathy Trischan has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting. She began her insurance career upon graduation from Rutgers University in 1987. She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several New Jersey agencies. In addition to her work with E&K, Cathy provides education and consulting services to other agents and brokers.

She is a National Faculty member of The National Alliance, speaking in the CIC, CISR and Ruble programs. She also serves as a mentor for new CIC and CISR faculty. Cathy is a regular presenter for various agents’ associations and other organizations and has taught both pre-licensing and continuing education courses. She has written courses and articles on various insurance topics. A firm believer that one should never stop learning, Cathy holds several professional designations including CIC, CRM and CPCU.