E&O Loss Control Training

E&O Risk Management: Meeting the Challenge of Change

  • 6 CE Credits
  • 9 a.m. – 4 p.m.
  • $145 member/$185 nonmember

This class provides a comprehensive view of E&O to help agents reduce their exposure to E&O claims. Learn about the lifecycle of an E&O claim, documentation techniques, E&O considerations for agency operations and more.

Topics include:

  • Agency and carrier relationships
  • Understanding agent duties and the role of agency procedures
  • Reporting an E&O claim and a 360° view of a claim
  • Risk assessment questionnaires and coverage checklists
  • Agency defenses and documentation
  • E&O considerations for agency operations

Register for Classes
You must log in to register

Get A Risk Management Credit!

If your E&O coverage is provided by Westport or Allianz,  you may be eligible for premium discounts by attending E&O Risk Management: Meeting the Challenge of Change. For more information call IIAT Advantage E&O at 800.880.7428.

Also Available on ABEN as an Online Video Webinar – Live or On-Demand

E&O Risk Management: Meeting the Challenge of Change is available as a video webinar on IIAT's Agents and Brokers Education Network (ABEN),

You can register for a live version of the webinar or complete a pre-recorded version at your convenience. The live version of the online webinar can be viewed in two three-hour sessions for three CE credits each, or all at once for six CE credits. You cannot earn CE credits by viewing the pre-recorded, on-demand version

To Register:

  • For the live version, go to ABEN at iiat.aben.tv and click on Errors and Omissions to view a schedule of dates for the live video webinar. You can view the entire E&O Risk Management – Meeting the Challenge of Change course all at once and earn 6 CE credits, or you can choose to take it in two, three-hour segments on separate days (3 CE credits each).

  • For the pre-recorded, on-demand version, go to ABEN at iiat.aben.tv, click on Errors and Omissions, and then select the Non-CE tab at the top of the page. From this page you can select the E&O Risk Management – Meeting the Challenge of Change course to view on-demand. The course is six-hours long and can be viewed at your convenience. It does not count for CE.

Group Viewing and Discounts

There are options for group viewing and group discounts are available. For more information on group viewing and discounts, e-mail help@aben.tv or call 800-747-1719.

Contact IIAT
Advantage E&O


 Cari_EandO Cari Senefsky
Director of Professional Liability

 E&O Staff 500x700px template_Gunnar K
Gunnar Kephart
E&O Advocate
 E&O Staff 500x700px template_MaryPeyton S
MaryPeyton Sumners, RPLU
E&O Advocate
 Letty Martinez op.2 Letty Martinez
E&O Advocate
 Ryan Luke_Cropped Ryan Luke
E&O Advocate