Beyond the Renewal: Avoiding Common Mistakes That Lead to E&O Claims (149825) (Member-only Content)

Webinar  
Wednesday, February 10, 2027 2:00 PM - 3:00 PM   iCalendar Central Standard Time

1 CE Hour

Members Only: Free

Instructor: Carie Roach

This course examines how renewal due diligence can help insurance agencies reduce Errors & Omissions (E&O) exposures. Participants will focus on the areas of the renewal process where problems most often arise: relying on outdated exposure information, overlooking changes in policy terms, failing to communicate significant changes or coverage options, and incomplete documentation or follow-up.

The course provides practical guidance for conducting a meaningful renewal review without turning every renewal into a complete rewrite of the account. Participants will learn how consistent procedures, updated client information, comparison of expiring and renewal coverage, clear communication, and documentation of client decisions can help reduce coverage disputes and E&O claims.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period.  Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.  

Webinar  


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Beyond the Renewal: Avoiding Common Mistakes That Lead to E&O Claims (149825) (Member-only Content)
1 CE HourMembers Only: FreeInstructor: Carie RoachThis course examines how renewal due diligence can help insurance agencies reduce Errors & Omissions (E&O) exposures. Participants will focus on the areas of the renewal process where problems most often arise: relying on outdated exposure information, overlooking changes in policy terms, failing to communicate significant changes or coverage options, and incomplete documentation or follow-up.The course provides practical guidance for conducting a meaningful renewal review without turning every renewal into a complete rewrite of the account. Participants will learn how consistent procedures, updated client information, comparison of expiring and renewal coverage, clear communication, and documentation of client decisions can help reduce coverage disputes and E&O claims.*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript atwww.sircon.com to verify you are not duplicating a course.
February 10th, 2027
2:00 PM
February 10th, 2027
3:00 PM
Central Standard Time
Webinar