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

Price

Tracy Harty, CAIB, CIP, FCIP (facilitator)

With 33 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.