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Webcast

Understanding and Avoiding E&O Claims in an Independent Insurance Agency


Total Credits: 3 including 3 CE Credit

Average Rating:
   20
Category:
Errors and Omissions |  E&O Risk Management courses approved through Allianz and Westport - CE Options
Faculty:
Cari Senefsky |  Gunnar Kephart
Course Levels:
Advanced
Duration:
3 Hours
License:
Access for 30 day(s) after program date.

Dates


Description

PLEASE NOTE -THE CURRENT RULE AS OF JANUARY 1, 2020 REQUIRES 3 HOURS OF E&O CONTENT FOR PREMIUM DISCOUNT ELIGIBILITY!

This course is oriented towards agency staff and begins with general comments to make them aware of what an E&O claim is, what typically causes a claim and then provides specific processes and procedures to follow in the agency’s daily operations to prevent E&O claims.

Course Materials

Faculty

Cari Senefsky Related seminars and products


Cari Senefsky is the Director of Professional Liability at the Independent Insurance Agents of Texas (IIAT).  Joining the team in 2018, Cari brought with her a background in Management Lines placement and program development for insurance agents, brokers, managing general agencies, wholesalers, networks and aggregators.  She also serves on the Professional Liability Committee for the Independent Insurance Agents and Brokers of America; advocating for competitive coverage enhancements and benefits for Big I Members. She serves as a staff liaison for the Large Agency Council at the Independent Insurance Agents of Texas and understands that no two agencies are the same.  

Cari enjoys managing and working alongside one of the strongest E&O Team’s in the country.   She is passionate about helping agents protect their business through facilitating Risk Management courses and assisting with insurance placement.  She is a strong proponent of continuous improvement, streamlining process and maximizing results.  

When not assisting agents, you will most likely find her hiking a trail somewhere with her husband, Ken and terrier, Pixie.  She enjoys exploring new places and a smooth bourbon. 


Gunnar Kephart Related seminars and products


Gunnar Kephart’s insurance experience started in 1982 when he joined the family’s agency in San Antonio as a partner. From there, he was a founding principal in a cluster agency while consulting with other agents in Mergers and Acquisitions. Relocating to the DFW Texas area, he produced commercial lines business for a national broker and became the Commercial Lines manager. Moving to a construction specialty agency, he focused on middle-market and loss-sensitive construction accounts and created and administered a very successful multi-year Contractor Controlled insurance program.

In 2011, he became a member of the IIAT staff, initially as a Professional Liability marketer, then developing into a broader role, alongside fellow E&O team members, advocating for the E&O risk management needs of IIAT members with brokers, carriers and claims managers. He is completely committed to IIAT’s values of Integrity, Service Excellence and Continuous improvement.

Gunnar’s varied experience in agency ownership, management and producer roles brings a practitioner’s insight into the world of professional liability risk management for independent agencies.

 He considers it a privilege to serve his fellow agents by sharing with them his knowledge and practical approach to meet their Professional Liability risk management needs.


Dates

Tue, Dec 13, 2022 - 11:00am to 02:10pm CST
Wed, Dec 28, 2022 - 09:00am to 12:10pm CST
Tue, Jan 10, 2023 - 11:00am to 02:10pm CST
Wed, Jan 25, 2023 - 09:00am to 12:10pm CST
Tue, Feb 14, 2023 - 11:00am to 02:10pm CST
Wed, Feb 22, 2023 - 09:00am to 12:10pm CST
Tue, Mar 14, 2023 - 11:00am to 02:10pm CDT
Wed, Mar 29, 2023 - 09:00am to 12:10pm CDT
Mon, Apr 10, 2023 - 11:00am to 02:10pm CDT
Fri, Apr 28, 2023 - 01:00pm to 04:10pm CDT
Tue, May 16, 2023 - 03:00pm to 06:10pm CDT
Tue, May 30, 2023 - 09:00am to 12:10pm CDT
Wed, Jun 07, 2023 - 11:00am to 02:10pm CDT
Wed, Jun 28, 2023 - 01:00pm to 04:10pm CDT
Wed, Jul 05, 2023 - 03:00pm to 06:10pm CDT
Thu, Jul 20, 2023 - 09:00am to 12:10pm CDT
Thu, Aug 10, 2023 - 11:00am to 02:10pm CDT
Wed, Aug 30, 2023 - 01:00pm to 04:10pm CDT
Tue, Sep 05, 2023 - 03:00pm to 06:10pm CDT
Thu, Sep 21, 2023 - 09:00am to 12:10pm CDT
Thu, Oct 05, 2023 - 11:00am to 02:10pm CDT
Thu, Oct 19, 2023 - 01:00pm to 04:10pm CDT
Fri, Nov 10, 2023 - 03:00pm to 06:10pm CST
Thu, Nov 30, 2023 - 09:00am to 12:10pm CST
Thu, Dec 14, 2023 - 11:00am to 02:10pm CST
Thu, Dec 28, 2023 - 01:00pm to 04:10pm CST

Reviews

5
4
3
2
1

Overall:      4.9

Total Reviews: 20

Comments

Scott R - Austin, Texas

"Gunnar and Cari had an enjoyable, professional, and easy-to-follow presentation."

Misty B - Santa Fe, Texas

"Great information!"

Amy K - Houston, Texas

"Very good! "

Terri G

"Great class!! Thank you."

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