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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:
   425
Categories:
Errors and Omissions |  E&O Risk Management courses approved through Swiss Re and Allianz - CE Options
Faculty:
Cari Senefsky |  Gunnar Kephart
Course Levels:
Advanced
Duration:
3 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates


Description

PLEASE NOTE - THIS CLASS IS APPROVED FOR PREMIUM DISCOUNTS WITH BOTH SWISS RE AND ALLIANZ! IF YOUR STATE HAS AN ACTION ITEM FOR YOU AFTER COMPLETING THE CLASS, IT WILL BE INCLUDED IN THE HANDOUTS/MATERIALS SECTION!

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

Wed, Feb 28, 2024 - 03:00pm to 06:10pm CST
Wed, Mar 06, 2024 - 09:00am to 12:10pm CST
Tue, Mar 19, 2024 - 11:00am to 02:10pm CDT
Wed, Apr 10, 2024 - 01:00pm to 04:10pm CDT
Wed, Apr 24, 2024 - 03:00pm to 06:10pm CDT
Fri, May 03, 2024 - 09:00am to 12:10pm CDT
Mon, May 20, 2024 - 11:00am to 02:10pm CDT
Thu, Jun 13, 2024 - 01:00pm to 04:10pm CDT
Fri, Jun 28, 2024 - 03:00pm to 06:10pm CDT
Thu, Jul 11, 2024 - 09:00am to 12:10pm CDT
Fri, Jul 26, 2024 - 11:00am to 02:10pm CDT
Tue, Aug 06, 2024 - 01:00pm to 04:10pm CDT
Mon, Aug 19, 2024 - 03:00pm to 06:10pm CDT
Mon, Sep 09, 2024 - 09:00am to 12:10pm CDT
Thu, Sep 19, 2024 - 11:00am to 02:10pm CDT
Thu, Oct 10, 2024 - 01:00pm to 04:10pm CDT
Mon, Oct 28, 2024 - 03:00pm to 06:10pm CDT
Tue, Nov 05, 2024 - 09:00am to 12:10pm CST
Wed, Nov 20, 2024 - 11:00am to 02:10pm CST
Thu, Dec 12, 2024 - 01:00pm to 04:10pm CST
Fri, Dec 27, 2024 - 03:00pm to 06:10pm CST

State Specific Details

State Approval Information Details TX - This course is approved for 3 horus of credit - #129542

Reviews

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Overall:      4.8

Total Reviews: 425