Protect your agency from costly lawsuits

Attend an OIA Errors and Omissions Loss Control Seminar

Increase your knowledge of E&O loss prevention to be able to provide the best possible protection and service to your clients, while at the same time protecting your agency and your livelihood.

Our top-notch loss control seminars will directly impact your agency. Agencies that attend these loss control seminars reported improved performance regardless of size, business mix or region, according to Swiss Re Corporate Solutions claims data. The seminars are created from copyrighted material that can't be found anywhere else, and you don't need to be a OIA member to attend!

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E&O Seminar Descriptions


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E&O Risk Management: Part 1

Approved for 3 OH CE credits

This course will focus on the importance of documentation, agency/carrier relationships, an agent's standard of care, risk management and agency procedures.

You'll learn:

  • How an agent's standard of care is determined.
  • How each phase of clients' life cycles presents different E&O exposures.
  • Key components for determining negligence.
  • What is meant by "good" documentation.
  • The advantage of using disclaimer language.

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E&O Risk Management: Part 2

Approved for 3 OH CE credits

This course will focus on the importance of documentation, agency/carrier relationships, an agent's standard of care, risk management and agency procedures.

You'll learn:

  • How to reduce exposures related to certificates of insurance.
  • Recommended practices for commercial and personal lines coverage checklists.
  • Laws affecting the E&S market.
  • How to coordinate E&O procedures with best practices in your agency operations.

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E&O Risk Management: Part 3

Approved for 3 OH CE credits and meets ODI's ethics requirement

This course will focus on the importance of documentation, key provisions of agency agreements and underwriting guidelines that create E&O exposures.

You'll learn:

  • How an agent's standard of care is determined.
  • The exposures that may cause an uncovered claim.
  • Key components for determining negligence.
  • What is meant by "good" documentation.
  • The advantage of using disclaimer language.

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E&O Risk Management: Part 4

Approved for 3 OH CE credits

This course will focus on the importance of documentation, key provisions of agency agreements and underwriting guidelines that create E&O exposures.

You'll learn:

  • How an agent's standard of care is determined.
  • The exposures that may cause an uncovered claim.
  • Key components for determining negligence.
  • What is meant by "good" documentation.
  • The advantage of using disclaimer language.

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E&O Risk Management: Part 5

Approved for 3 OH CE credits

Discover how email can be your worst enemy. This course will explore E&O exposures in an agency's daily operations, as well as how invariable practices and agency procedures serve as valuable defensive strategies.

You'll learn:

  • An agency's general regulatory responsibilities for protecting personal data.
  • Exposures created by social media usage.
  • The roles questionnaires and checklists play in an agent's defense against common E&O allegations.

For a full listing of available E&O Loss Control seminars, please visit the E&O Loss Control schedule.

View Full E&O Loss Control Schedule

E&O Policy Discount

In addition to increasing your agency's performance, our loss control seminars could help you earn a discount on your errors and omissions policyWestport policyholders need to attend two seminars (a morning and afternoon session) to obtain credit. Contact OIA at (800) 555-1742 for details.

Contact OIA