E&O Loss Control Training

IIAT Advantage E&O Westport & Allianz PolicyHolders

Exclusive discounts available to qualifying policyholders can save you money! 

LOSS CONTROL/RISK MANAGEMENT DISCOUNT

This 10 percent discount is available at each policy anniversary for agencies that attend or view a qualifying Risk Management course. The discount applies for two consecutive policy terms as long as you don't have a "chargeable" claim.

EARN A RISK MANAGEMENT CREDIT! 

For Allianz & Westport policyholders only.

HERE'S HOW:

View one of the online courses available on IIAT's ABEN website (Agents & Brokers Education Network). There are several courses to choose from, including CE approved and non-CE on-demand versions. Learn more below.

- OR - 

Register to attend IIAT's E&O Risk Management Meeting the Challenge of Change class in person. Learn more.

- OR - 

Request IIAT's E&O Risk Management for Custom Training. An IIAT instructor can present the class at your office or preferred location on a specified date. Learn more.


Loss Control Discount Attendance Requirements

* Active Agency Principal, Owner, Partner, or Officer is defined as participating in daily operations of the agency;
owners who are investors or have no active participation of the agency are not included. 


Agency Staff Size

Total Attendees Required  Position in Agency 

 1-4

 1  
Active Agency Principal, Owner, Partner or Officer

 5-11  3  
1- Active Agency Principal, Owner, Partner or Officer

- AND -

Any Combination of Producers
or CSR's


 12+  25% of staff however,
no more than a max of
15 attendees
 
1 - Active Agency Principal, Owner, Partner, or Officer 

- AND- 

Any combination of Active Agency Principal, Owner, Partner, Officer Operations Manager Producer
or CSR's


ABEN E&O Classes - On-Demand, Not Approved for CE

View an on-demand version of the E&O video webinar at any time, you do not need to register for a specific date and time. 

Only 3 hours are required to qualify for the risk management credit – Online option only*


Click here for NO CE viewing options



Additional Discounts Available:

Claim-Free Experience Discount

This discount is automatically provided to any policyholder that has not incurred a "chargeable" claim in the two years prior to the effective date of the policy. It is applied at each policy anniversary when you qualify.

Internal Audit Discount

This 10 percent discount is available to agencies that participate in the Operational Review audit program and applies for five years. For more information, contact IIAT Advantage E&O at 800.880.7428.  

Contact IIAT
Advantage E&O

EOAccountmanager@iiat.org

 Cari_EandO Cari Senefsky
Director of Professional Liability
512.493.2431
cari@iiat.org

 E&O Staff 500x700px template_Gunnar K
Gunnar Kephart
E&O Advocate
512.493.2421
gkeph@iiat.org
 E&O Staff 500x700px template_MaryPeyton S
MaryPeyton Sumners, RPLU
E&O Advocate
512.493.2436
msumn@iiat.org
 Letty Martinez op.2 Letty Martinez
E&O Advocate
512.493.2420
letty@iiat.org
 Ryan Luke_Cropped Ryan Luke
E&O Advocate
512.493.2426
rluke@iiat.org