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Upcoming Education and Events
Title: 2026 E&O Loss Control Seminar
Dates:
Fargo- Tuesday, September 29th-Holiday Inn (8:00 a.m.-11:00 a.m.)
3803 13th Avenue South
Grand Forks- Tuesday, September 29th-James Ray Idea Lab (1:00 p.m.- 4:00 p.m.)4200 James Ray Drive
Minot- Wednesday, September 30th- Sleep Inn & Suites (8:00 a.m.-11:00 a.m.)
2400 10th Street West
Bismarck- Wednesday, September 30th- Holiday Inn (1:00 p.m.-4:00 p.m.)
3903 State Street
Description:
This 3-hour course with a curriculum targeted towards insurance agents and agency personnel dealing with the techniques of E&O Loss Prevention and the toll that E&O claims cause both agencies and policyholders. Insurance agencies are comprised of many working parts from selling to servicing to knowledge of the policies they sell. One distinguishing feature of the most successful agencies is how well all these various parts are coordinated to an overall strategic plan. Among one of the most important is E&O prevention. Interestingly, studies show that topflight agencies integrate sound E&O practices into every aspect of their operations, rather than consider E&O merely a “CYA” protection.
Insurance agencies are comprised of many working parts. One distinguishing feature of the most successful agencies is how well all these various parts are coordinated to an overall strategic plan that is focused on the client. Among the most important is knowing the right answer or, more important, FINDING THE RIGHT ANSWER. Equally important is working with the client, both reactively to answer their concerns but also proactively so that the client is protected even when they don’t know that they need something. Communicating is key! The session puts the attendees in situations in which they must decide the RIGHT THING TO DO and then practice how to explain it to a non-insurance person, be it a client or a third party. We also cover working productively with carrier staff to get the right thing done for the client. Ms. Bates is a consultant for 15 of the “Best 50” insurance agencies across the country and does E&O training and other education classes for agent associations, carriers and vendors. Virginia Bates has more than 20 years’ experience consulting with agencies and managing insurance operations for both a carrier and a large regional agency. Virginia specializes in ways to increase profit, productivity, and growth. Sign up today as seating is limited!
Click Here: 2026 E & O Front & Backpage brochure
CE CREDIT HOURS: 3.0 Hours
IMPORTANT: When entering payment, it will ask you to provide the following: Please choose "Other" then enter Member or Non-Member- Date of Webinar and NPN
Cost:
$60 for 1st attendee- $50 each additional same agency
Unexpected walk-ins add $10 per person
Cancellations received within 7 days of class will not be refunded or credited
Premium Discount Information
These seminars are approved by Utica Mutual for a 5% renewal premium discount. The following table shows the required attendance by the applicable principals, owners, managers, and CSRs. Eligibility for the discount requires:
Staff size 1-3 One principal must attend.
4-10 One principal and one CSR-type person
11-20 One principal and two CSR-type persons
21+ 20% of staff
*Staff size includes active owners, managers, and support staff.
