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E&O Roadmap to Personal Auto & Umbrella Ins. Part 2


E&O Roadmap to Personal Auto & Umbrella Ins. Part 2

While classroom courses are on hold, we encourage you to visit ABEN or select a CEP webinar listed below to complete your CE credits during this time.  My Agency Campus will also continue to help agencies support employee onboarding, training, and advancement. Please feel free to contact us at any time with questions.

Please be advised that our calendar does not support Interent Explorer and you will not be able to register using this browser. For the best browser experience, we recommend you use Google Chrome, Mozilla Firefox or Safari.

E&O Roadmap to Personal Auto & Umbrella Ins. Part 2

Tuesday, November 10, 2020 (9:00 AM - 9:00 AM) (EST)


Focal point of the course: the agent who fully understands and skillfully customizes coverage not only demonstrates his or her value to clients but also avoids errors and omissions (E&O) charges that can result from a failure to meet clients’ needs

  • After an in-depth analysis of the standard personal auto policy (PAP) and how it applies, this course shows how standard endorsements can customize coverage
  • A chapter examines common client questions and emerging issues: rental cars and transportation network companies
  • A final chapter emphasizes the important role of the personal umbrella
  • Each chapter concludes with sales tips and E&O loss control

IMPORTANT CHANGES Effective 1/1/2020, new risk management (formerly loss control) credit compliance and credit options will be available to Westport clients.
Changes include:

1. The credit will remain on your account for 2 years instead of 3.
2. Credit will no longer be lost because of claim activity.
3. E&O seminar attendance requirements will be 3 hours instead of 6. October 2019 E&O seminars will qualify for both the three-year and two-year credits.
4. Required number of staff for the base 10% credit per listed below:*
•1-4 staff = 1 attendee
•5-11 staff = 3 attendees
•12+ staff = 25% of staff with a maximum of 15 attendees. At least one attendee must be an *active agency principal, owner or officer is required for all three levels.
5. If you qualify for the 10% risk management credit, you can also earn up to an additional 10% credit with the options below:
> 50% or more of staff attendance at an E&O seminar or webinar = 5% credit. If you have an odd number of employees, round up for the proper number of attendees.
> Agency use of a coverage checklist = 5% credit. Checklist must be submitted for underwriter review and approval prior to the renewal for credit to apply.
     > Voluntary website review = 5% credit.  Website review must be done by a Westport approved auditor, and findings must be implemented before credit will apply.

Please contact the Big I NJ at 609-587-4333 for more details or questions.

Approved for 3 NJ CE Credits


Members: $75.00    Non-Members: $150.00

Clarion Hotel & Conference Center
815 Rte. 37 W.
Toms River, NJ 08755 United States

(732) 341-2400

Event Contact
Jennifer Kacmarsky
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