Understanding your exposures to Errors & Omissions claims as a Broker is a key to developing your operations strategy.
Examine what clients expect of you, what courts expect of you, and what others expect of you. It is during the discussions that you will be able to answer the questions you need to answer in order to establish the Procedures that best suit your brokerage.
** PLEASE NOTE **
Current IBAO members that are also members of the E&O Plan delivered through AJG receive a complimentary Promo Code to attend these sessions.
Recommended for all brokerage sales staff.
Facilitated by Hugh Fardy, Gallagher
8:30AM-11:45AM OR 1:15-4:30PM
$125 without promo code (see above)
2 Management Hours + 1 Ethics Hour (pending)