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Errors & Omissions
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Errors & Omissions

Learn how NOT to put your livelihood at risk. Protect yourself and your employer from errors that are within your control. Learn to work smarter and avoid some of the most common claims. Members $95 / Non-Members $145

2018-02-14
When: Wednesday, February 14th, 2018
9:00 AM - 12:30 PM
Where: Canada
Presenter: Tracy Harty
Contact: Tara Keohan
1-800-318-0197


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We all make mistakes. Nowadays, public floggings are out and lawsuits are in. Approximately 90% of all E&O claims are preventable, so why do we still have so many and pay so much?

Objectives

See some of the most common errors and omissions claims, and learn how to avoid them. Group discussion will be encouraged.


3.25 CE credits for General, Adjuster, Accident & Sickness, and Life licences

 

Topics

  • Why you should care
  • How claims happen
  • Whose fault is it?
  • What can be done to manage losses?
  • The role of the application
  • Document, document, document

Who should attend

Personal- and commercial-lines brokers looking to minimize E&O exposures and incidents: CSRs, Inside and Outside Sales, Producers, and Managers

Premium reductions: Attendance is a partial requirement for Westport/Swiss Re's E&O premium discounts: 10% with minimum attendance requirements; 15% with attendance of everyone in the brokerage.

Price

Member $95
Non-Member $145

Tracy Harty, CAIB, CIP, FCIP (facilitator)

With 32 years in the insurance industry, Tracy has a wide range of experience, working in a single-office brokerage in Calgary, large multi-office brokerages operating across Western Canada, and in business development for Aviva Canada. No stranger to IBAA, she served as Calgary local council chair and later as a director at large for several more years. Tracy obtained her CAIB, CIP, FCIP, Management Certificate, and Degree Minor in Workplace Learning (University of Calgary). Currently, as IBAA's in-house professional development facilitator, Tracy facilitates many of our CAIB, Licensing, webinar, and seminar courses, develops PD material, and shares her passion for insurance, life-long learning, and years of experience with all students.

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