E&O Loss Control Training Discounts

E&O Loss Control Training

If you’re insured through IIAT Advantage E&O, you may may be eligible for premium discounts by completing IIAT’s E&O Risk Management: Meeting the Challenge of Change class available in a classroom setting or as an online webinar.

Learn more below or call Gunnar Kephart at 512.493.2421 to see if you are eligible for a discount on your E&O. 

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

You must log in to register

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
New E&O Clients
E&O Specialist
 E&O Staff 500x700px template_MaryPeyton S

MaryPeyton Sumners, RPLU
New Business E&O Specialist
 Jasmyne Lucero Jasmyne Lucero
Account Manager
800.880.7428 x145

 C Mertens Photo Christina Mertens
Account Manager
800.880.7428 x145

 Tony Hill Tony Hill
Account Manager
800.880.7428 x145

E&O Quick Links

Professional Liability Claim Form

10 Things You Don't Want to See in Your E&O Policy 

Loss control training  

An Agency Guide to E&O Loss Control

IIABA's Virtual Risk Consultant - a web-based sales and service resource powered by Rough Notes, including questionnaires and checklists