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Upcoming Webinar: E&O Best Practices for Independent Agents

Date: Wednesday, June 12, 2025
Time: 2:00 PM – 3:00 PM ET
Location: Virtual (Zoom)
Cost: Free
Registration: Register Here

Event Description:
Errors & Omissions (E&O) claims can threaten your agency’s reputation, finances, and client relationships. In this practical, one-hour webinar, we’ll explore the everyday habits and proven techniques that independent agents can adopt to reduce exposure and operate with greater confidence.

This session will focus on:

• Key documentation and recordkeeping practices

• Effective communication techniques that protect your agency

• Maintaining professionalism to minimize risk

• Real-world examples of how simple missteps can lead to E&O claims

Whether you're a new producer or a seasoned agency owner, you’ll leave with actionable tips to strengthen your agency’s defense and reinforce trust with clients. We’ll wrap up with a Q&A to address your real-life scenarios and questions.

Who Should Attend:

• Independent agents

• Customer service representatives

• Agency principals and managers

Don’t miss this opportunity to boost your risk management skills and protect your agency.

Register Here

This webinar is open to all agents in FL, CO, IL, MA, OK, OH, PA, DE, RI, SD, WV