Power of Prevention: Essentials of Service

Strong service is your first line of defense against E&O claims. The course helps agents recognize risk, understand their legal duties and build consistent procedures that protect both clients and the agency. Learn how clear communication, proper documentation and proactive service practices can prevent costly mistakes before they happen. 

Walk away with practical strategies to: 

Identify common E&O claim triggers and how to avoid them
Understand Legal Duties and Standards of Care
Implement Consistent Agency Procedures That Protect Your Reputation
Improve Communication and Documentation Across Every Client Interaction

Because in today's insurance world, the power of prevention isn't just smart - it's essential. 

Approved for SwissRe and Utica Loss Control Credits

Ashley Fitzsimmons

Director of Professional Development

Ohio Insurance Agents

Ashley Fitzsimmons is the Director of Professional Development with the Ohio Insurance Agents Association. Prior to her work in education and training, Ashley spent years working in an independent insurance agency, where she gained hands‑on experience with client service, coverage conversations, and risk prevention. In this course, Ashley draws on real‑life agency scenarios to bring practical context to the power of prevention and the essentials of effective service.


Key:

Complete
Failed
Available
Locked
Acknowledgement
Agree to terms to continue.
Agree to terms to continue.
Module One
Open to view video.
Open to view video.
Module Two
Open to view video.
Open to view video.
Module Three
Open to view video.
Open to view video. This is a long one - just a heads up!
Module Four
Open to view video.
Open to view video.
Course Survey
2 Questions
2 Questions Only two questions - it's quick!
Certificate
3.00 credits  |  Certificate available
3.00 credits  |  Certificate available