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.
Virtual or In-Person
8:30AM-11:45AM OR 1:14PM-4:30PM
2 Management Hours + 1 Ethics Hour
$125 or Free with promo code