Should you advise your clients over insurance issues? Get answer to this pertinent question.
Join this session, where expert speaker Frederick Fisher J.D. will examine the duties of an agent and/or broker about whether they have an obligation to advise their customer on insurance issues. Questions such as - When is this required and when it isn't?, What are the consequences? etc., will be answered.
You will learn about what can be done to better serve the customer, to avoid costly and time consuming E&O claims and the problems when renewing the E&O. You will also get a detailed Powerpoint presentation and current article reprints on the subject.
This session will discuss:
How to better serve a customer?
Currently available insurance products
Avoiding E&O claims
The E&O litigation process to help you better serve a customer's needs
Laws and regulations currently facing the industry together with what might be needed in the future
What should be provided in an insurance product covering these hazards?
What dangers lurk (Gotchya’s) in the policies to void?
Who Should Attend
Anyone Property & casualty Insurance Industry including Retail Agents/Brokers, Wholesalers & MGA’s
Frederick J. Fisher, J.D. is the President of Fisher Consulting Group, Inc. and was the Founder of E.L.M. Insurance Brokers, a Wholesale & MGA facilityspecializing in Professional Liability and Specialty Line risks. He is a Member of the Editorial Board for Agents o...