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Webcast

E&O Risk Management: Agency E&O Exposures and Defenses


Total Credits: 3 including 3 CE Credit

Average Rating:
   1838
Categories:
Errors and Omissions |  10% premium discount qualified |  MLIS Designation Update Qualified
Faculty:
Christopher Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA |  Mallory Cornell, MBA
Course Levels:
All Levels
Duration:
3 Hours 15 mins
License:
Product Setting: Expires 30 day(s) after program date.

Dates



Description

Agency E&O Exposures and Defenses” is an interactive seminar that looks at the risks of Error & Omission claim for an independent insurance agency. This course will serve as an update and reminder for insurance professionals about the risks of E&O claims and allegations and also the rewards an agency could earn for strong internal practices and good customer service. It is important to raise awareness of where E&O vulnerabilities exist and take the time to develop strong habits among agency personnel. This seminar will utilize claim statistics, case studies, storytelling, risk assessments and questionnaires to provide an engaging environment for participants to learn in.

In order to meet the 3-hour requirement, the following individual modules are included in this course:

  • Agency Defenses: Documentation
  • E&O Exposures When Using Social Media
  • Limiting Exposures to Data Breaches
  • E&O Considerations of Agency Operations

Course Materials

Faculty

Christopher Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA's Profile

Christopher Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA Related Seminars and Products

Independent Insurance Agents and Brokers of America Virtual University


Christopher J. Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA, CRIS, AINS, president of Boggs Risk & Insurance Consulting (BRIC) with a focus on education, training, risk and claims consulting with insurance agents and insurance carriers, began the practice of insurance in 1990.

During his nearly three-and-a-half-decade insurance career, Boggs has authored over 2,000 insurance and risk management-related articles on a wide range of topics. Additionally, Boggs has written 15 insurance and risk management books including:

  • "The Insurance Professional's Practical Guide to Workers' Compensation: From History through Audit," (now in its second edition);
  • "Business Income Insurance Demystified: The Simplified Guide to Time Element Coverages," (now in its third edition);
  • "Property and Casualty Insurance Concepts Simplified: The Ultimate 'How to' Insurance Guide for Agents, Brokers, Underwriters and Adjusters;"
  • "Wow! I Never Knew That! 12 of the Most Misunderstood and Misused P&C Coverages, Concepts and Exclusions;"
  • "Insurance, Risk & Risk Management! The Insurance Professional's Guide to Risk Management and Insurance;"

Boggs is a regular speaker at industry events, having taught or spoken nearly 1,000 times. This includes sessions for the National Association of Mutual Insurance Companies (NAMIC), the National Society of Insurance Premium Auditors (NSIPA), the American Association of Managing General Agents (AAMGA), the Institute of Work Comp Professionals (IWCP), the Chartered Property Casualty Underwriter (CPCU) Society and numerous independent insurance agent state association meetings. He has also earned numerous professional accolades including the 2017 Institute and Faculty of Actuaries (IFoA) Brian Hey Prize and the 2019 Casualty Actuarial Society (CAS) Charles A. Hachemeister Prize as part of a of professional collaboration with a diverse group of professionals.

His professional background includes work as a risk management consultant, loss control representative, insurance producer, claims manager, journalist and columnist, quality assurance specialist, and insurance coverage product manager.


Boggs earned a Bachelor of Science degree in journalism at Liberty University in Lynchburg, Virginia, and holds nine professional designations. 


Mallory Cornell, MBA's Profile

Mallory Cornell, MBA Related Seminars and Products

Vice President

Vice President of the Independent Insurance Agents of Wisconsin


Mallory is the Vice President of the Independent Insurance Agents of Wisconsin. Joining the team in 2017, Mallory actively pursues building agency tools for agents in Wisconsin and across the United States. She views creating operational resources for independent agents as both a passion and privilege.  Through innovative new practices, Mallory identifies key risks and mitigation plans in a tailored fashion to meet the needs of agencies of all sizes. 

Mallory enjoys facilitating the E&O Risk Management courses and is an approved auditor for Swiss Re Corporate Solutions. Mallory conducts Operational Improvement Review audits and E&O Website reviews both in-person as well as virtually for agents across the United States. She serves as the staff liaison for the Young Agents at the Independent Insurance Agents of Wisconsin and was recognized in 2020 as the Staff Liaison of the Year.

Mallory holds a Master’s degree in Business Administration from the University of Wisconsin-Whitewater. Prior to joining IIAW, she worked for seven years within the global risk management space at Kimberly-Clark Corporation in Neenah, WI. 


Dates

Tue, Jan 07, 2025 - 12:00pm to 03:18pm CST
Thu, Jan 23, 2025 - 03:00pm to 06:18pm CST
Fri, Feb 07, 2025 - 09:00am to 12:18pm CST
Wed, Feb 26, 2025 - 12:00pm to 03:18pm CST
Mon, Mar 10, 2025 - 03:00pm to 06:18pm CDT
Fri, Mar 28, 2025 - 09:00am to 12:18pm CDT
Mon, Apr 07, 2025 - 12:00pm to 03:18pm CDT
Fri, Apr 25, 2025 - 03:00pm to 06:18pm CDT
Mon, May 05, 2025 - 09:00am to 12:18pm CDT
Tue, May 20, 2025 - 12:00pm to 03:18pm CDT
Fri, Jun 06, 2025 - 03:00pm to 06:18pm CDT
Mon, Jun 23, 2025 - 09:00am to 12:18pm CDT
Tue, Jul 01, 2025 - 12:00pm to 03:18pm CDT
Mon, Jul 21, 2025 - 03:00pm to 06:18pm CDT
Fri, Aug 08, 2025 - 09:00am to 12:18pm CDT
Mon, Aug 25, 2025 - 12:00pm to 03:18pm CDT
Wed, Sep 03, 2025 - 03:00pm to 06:18pm CDT
Thu, Sep 18, 2025 - 09:00am to 12:18pm CDT
Fri, Oct 10, 2025 - 12:00pm to 03:18pm CDT
Mon, Oct 27, 2025 - 03:00pm to 06:18pm CDT
Mon, Nov 03, 2025 - 09:00am to 12:18pm CST
Tue, Nov 18, 2025 - 12:00pm to 03:18pm CST
Fri, Dec 05, 2025 - 03:00pm to 06:18pm CST
Mon, Dec 22, 2025 - 09:00am to 12:18pm CST

Promo Video

Reviews

5
4
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1

Overall:      4.9

Total Reviews: 1838

Comments

Bonnie L - Tyrone, Georgia

"Learned so much"

Blair B - Hendersonville, Tennessee

"Very informative and not dull! "

Emily M

"Very interesting seminar and very informative."

Kenneth W - Peachtree City, Georgia

"Very good topics."

Karen T - Tucker, Georgia

"VERY GOOD PRESENTATION - INCLUDING ALL ASPECTS OF POSSIBLE E & O "

Scotty H - Gainesville, Georgia

"they did a great job and liked hearing examples"

Angela D - Cumming, Georgia

"Really enjoyed the discussions. Very interesting and engaging."

Robert Wade H - Valdosta, Georgia

"Nice job"

Jack E H - Valdosta, Georgia

"Presentation very good "

Kyle G - Suwanee, Georgia

"lots of good info"