E&O - Roadmap to Policy Analysis - Part I
Total Credits: 3 including 3 CE Credit
- Average Rating:
- 2104
- Categories:
- Swiss Re Approved | Errors and Omissions | Ethics
- Faculty:
- James C. Keidel, Esq. | Christopher B. Weldon, Esq. | Ted Kinney
- Duration:
- 3 hs
- License:
- Product Setting: Expires 30 day(s) after program date.
Audience: Agent and Customer Service Training
Description
This course is Part 1 of 2 (3 hrs each) in this E&O module - As of January 1, 2020 3 hours of content must be taken to qualify for the 10% E&O premium discount!
This course is designed to guide experienced professionals step by step through the process of reading policy language, applying a basic coverage analysis to look for possible gaps in coverage, and understanding advanced coverage issues. It will explain what to look for in terms of wording, punctuation, and formatting, including negative and positive implications of specific wording. In addition, the course will address E&O loss control issues and help the agency look at ways to obtain and retain business.
Learning Objectives
Upon completion of this course, the student should be able to
- understand important contract features in general as well as those specific to insurance policies and how they may or may not affect coverage;
- know the general sections of a policy, their purpose, how they can be modified, and the importance of each;
- understand how the sections of a policy interact and explain how they work together to determine coverage;
- explain the importance of each area of special interest and how they can affect coverage;
- understand and explain how a program of insurance should be coordinated and why it is important; and
- understand how all the above impact errors and omissions (E&O) loss control, new sales, and retention of existing business.
Course Materials
| PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB) | Available after Purchase | ||
| PLEASE READ - Viewer Requirement for E&O Premium Discounts (21.2 KB) | Available after Purchase | ||
| Course Materials (2.05 MB) | Available after Purchase | ||
| Course Slides (0.58 MB) | Available after Purchase | ||
| Course Outine (0.01 MB) | Available after Purchase | ||
| Course Handout - Includes Parts I & II (4 MB) | Available after Purchase | ||
| E&O - Roadmap to Policy Analysis - Part I_Q&A (16.7 KB) | Available after Purchase | ||
| Personal Lines Checklist (30.1 KB) | Available after Purchase | ||
| Welcome Letter Sample (13.9 KB) | Available after Purchase | ||
Faculty
James C. Keidel, Esq. Related Seminars and Products
Jim started his legal career in the late 1980s working as an in-house attorney for a major life insurance company. After several years of handling life insurance related litigation, in 1990 Jim joined an upstate New York law firm specializing in the representation of insurance agents and brokers in all facets of their business. Jim chartered their New York City office, expanding it from a solo operation to a fully-staffed mid-sized office. In light of his enormous success with the New York City office, in 1999, he was asked to establish their Connecticut office with similar prosperity. Based upon his significant achievements, Jim was made a managing partner, heading up the firm's professional liability practice. In 2008 Jim started the law firm of Keidel, Weldon & Cunningham, LLP along with Chris Weldon and Steve Cunningham. Since 1990, Jim has exclusively handled high exposure, complex professional liability claims and lawsuits involving insurance agents and brokers, and has counseled insurance agents and brokers on loss prevention. Jim has been licensed by Insurance Departments in 50 states as a continuing education instructor. He has presented the annual E&O loss control seminar to members of IIABNY for approximately twenty years. He frequently presents private E&O seminars and conducts E&O audits at insurance agencies and brokerages across the country. He also represents insurance agents and brokers on all other facets of their businesses including regulatory work, contract negotiations and employment issues. Jim frequently serves as mediator and arbitrator in high exposure insurance coverage disputes. Community Activities:
Ridgefield Insurance and Risk Management Committee 2002-2015 Ridgefield Justice of the Peace 2000-Present
Ridgefield Connecticut Board of Education2015-Present
Practice Areas:
Insurance Agents and Brokers Insurance Coverage
Excess Monitoring General Liability
Corporate and Business Matters
Contact:
jkeidel@kwcllp.com NY: (914) 948-7000
CT: (203) 869-2200
NJ: (201) 490-7706
Cell: (203) 470-9921
Christopher B. Weldon, Esq. Related Seminars and Products
Chris started his legal career in 1990 as an Assistant District Attorney. After leaving the District Attorney's Office in 1992, Chris continued in litigation, handling malpractice lawsuits and other types of actions, ranging from simple personal injury cases to complex contract and corporate disputes. In 1999, Chris joined a multi-state law firm and helped the firm to establish an independent Connecticut office. At that firm, he primarily handled professional liability claims and lawsuits involving insurance agents and brokers. Since that time, he has continued to focus his practice in the area of professional liability, not only defending insurance agents and brokers, but also representing attorneys, real estate brokers and architects and engineers. Through his representation of insurance agents and brokers, he gained significant experience with insurance policies and has used that knowledge to successfully resolve many insurance coverage disputes for insurance carriers as well. In 2008, Chris, together with Jim Keidel and Steve Cunningham started the law firm of Keidel, Weldon & Cunningham. Over the years, Chris has primarily focused his practice in New York, Connecticut and Pennsylvania, but, because of his significant expertise in the area of professional liability, he has been retained by carriers nationally and in the U.S. Virgin Islands, to become admitted pro hoc vice in order to work with their local counsel. Chris authors articles and lectures on the subject of E&O liability prevention for insurance agents and brokers. He is licensed as a continuing education instructor by the Insurance Departments in a number of states. Community Activities:
Wilton Connecticut Fire Commission 2016-Present Wilton Connecticut Police Commissioner 2006-2016
Chairman 2012-2016
Wilton Connecticut Charter Commission 2008-2008 Wilton Connecticut Cell Tower Commission 2001-2002
Practice Areas:
Insurance Agents and Brokers Insurance Coverage
Excess Monitoring General Liability
Corporate and Business Matters
Contact:
cweldon@kwcllp.com NY: (914) 948-7000
CT: (203) 869-2200
PA: (215) 821-1172
RI: (401) 773-7730
Cell: (203) 984-5394
Ted Kinney Related Seminars and Products
Ted A. Kinney, CIC CPCU ARM AU AAM AAI AINS CPIA CRIS
Kinney Training and Consulting, LLC
Columbus, OH
tkinney@aiia.org
Ted Kinney is the owner/President of Kinney Training and Consulting, LLC, which specializes in providing quality insurance training programs to agencies and companies throughout the United States.
Ted also serves as the Director of Education and Technical Affairs for the Alabama Independent Insurance Agents in Birmingham, Alabama. In this position he is responsible for developing agent education programs and providing technical assistance to association members.
Ted has been in the insurance business since his graduation from the Ohio State University in 1973. During his career, he has worked as an underwriter, field sales manager, department supervisor, marketing specialist and trainer. From 1994 to 2003, Ted was the Director of Curriculum and Faculty Development for PIA of Ohio & Indiana. During that time he developed over 150 training courses covering all aspects of the insurance industry.
He has obtained several insurance designations including Certified Insurance Counselor (CIC), Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM), Associate in Underwriting (AU), Associate in Automation Management (AAM), Accredited Advisor in Insurance (AAI), Associate in General Insurance (AINS), Certified Professional Insurance Agent (CPIA) and Construction Risk and Insurance Specialist (CRIS).
He is a member of the national faculty of the Society of Certified Insurance Counselors, the American Insurance Marketing Society (CPIA) and the Independent Insurance Agents and Brokers of America’s “ask the expert” service. In addition, Ted is a member of the Society of Certified Insurance Counselors, the National Academy of Producer Insurance Studies, the National and Columbus Chapter of the CPCU Society, and the Society of Insurance Trainers and Educators.
Dates
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Mon, Nov 25, 2024 - 12:00pm to 03:08pm CST
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Tue, Dec 03, 2024 - 09:00am to 12:08pm CST
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Mon, Dec 16, 2024 - 12:00pm to 03:08pm CST
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State Specific Details
State Approval Information DetailsKS - This course is approved for 3 hrs CE - Ethics - Course#6000004438
Note - KAIA will file your earned CE electronically within 10 business day after course completions
Promo Video
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