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Webcast

E&O - Roadmap to Policy Analysis - Part I


Total Credits: 3 including 3 CE Credit

Average Rating:
   4.6
Category:
10% premium discount qualified |  Errors and Omissions
Faculty:
James C. Keidel |  Christopher B. Weldon |  Ted Kinney
Duration:
3 hrs
License:
Access for 30 day(s) after program date.

Dates

Price



Description

This course is Part 1 of 2 (3 hrs each) in this E&O module - As of January 1, 2020 3 hours of content must be taken to qualify for the 10% E&O premium discount!

This course is designed to guide experienced professionals step by step through the process of reading policy language, applying a basic coverage analysis to look for possible gaps in coverage, and understanding advanced coverage issues. It will explain what to look for in terms of wording, punctuation, and formatting, including negative and positive implications of specific wording. In addition, the course will address E&O loss control issues and help the agency look at ways to obtain and retain business.  

Learning Objectives

Upon completion of this course, the student should be able to

  • understand important contract features in general as well as those specific to insurance policies and how they may or may not affect coverage;
  • know the general sections of a policy, their purpose, how they can be modified, and the importance of each;
  • understand how the sections of a policy interact and explain how they work together to determine coverage;
  • explain the importance of each area of special interest and how they can affect coverage;
  • understand and explain how a program of insurance should be coordinated and why it is important; and
  • understand how all the above impact errors and omissions (E&O) loss control, new sales, and retention of existing business.

Course Materials

Faculty

James C. Keidel's Profile

James C. Keidel Related seminars and products: 2

Esq.


Jim started his legal career in the late 1980s working as an in-house attorney for a major life insurance company. After several years of handling life insurance related litigation, in 1990 Jim joined an upstate New York law firm specializing in the representation of insurance agents and brokers in all facets of their business. Jim chartered their New York City office, expanding it from a solo operation to a fully-staffed mid-sized office. In light of his enormous success with the New York City office, in 1999, he was asked to establish their Connecticut office with similar prosperity. Based upon his significant achievements, Jim was made a managing partner, heading up the firm's professional liability practice. In 2008 Jim started the law firm of Keidel, Weldon & Cunningham, LLP along with Chris Weldon and Steve Cunningham. Since 1990, Jim has exclusively handled high exposure, complex professional liability claims and lawsuits involving insurance agents and brokers, and has counseled insurance agents and brokers on loss prevention. Jim has been licensed by Insurance Departments in 50 states as a continuing education instructor. He has presented the annual E&O loss control seminar to members of IIABNY for approximately twenty years. He frequently presents private E&O seminars and conducts E&O audits at insurance agencies and brokerages across the country. He also represents insurance agents and brokers on all other facets of their businesses including regulatory work, contract negotiations and employment issues. Jim frequently serves as mediator and arbitrator in high exposure insurance coverage disputes. Community Activities:

Ridgefield Insurance and Risk Management Committee 2002-2015 Ridgefield Justice of the Peace 2000-Present

Ridgefield Connecticut Board of Education2015-Present

 

Practice Areas:

Insurance Agents and Brokers Insurance Coverage

Excess Monitoring General Liability

Corporate and Business Matters

 

Contact:

jkeidel@kwcllp.com NY: (914) 948-7000

CT: (203) 869-2200

NJ: (201) 490-7706

Cell: (203) 470-9921


Christopher B. Weldon's Profile

Christopher B. Weldon Related seminars and products: 2

Esq.


Chris started his legal career in 1990 as an Assistant District Attorney. After leaving the District Attorney's Office in 1992, Chris continued in litigation, handling malpractice lawsuits and other types of actions, ranging from simple personal injury cases to complex contract and corporate disputes. In 1999, Chris joined a multi-state law firm and helped the firm to establish an independent Connecticut office. At that firm, he primarily handled professional liability claims and lawsuits involving insurance agents and brokers. Since that time, he has continued to focus his practice in the area of professional liability, not only defending insurance agents and brokers, but also representing attorneys, real estate brokers and architects and engineers. Through his representation of insurance agents and brokers, he gained significant experience with insurance policies and has used that knowledge to successfully resolve many insurance coverage disputes for insurance carriers as well. In 2008, Chris, together with Jim Keidel and Steve Cunningham started the law firm of Keidel, Weldon & Cunningham. Over the years, Chris has primarily focused his practice in New York, Connecticut and Pennsylvania, but, because of his significant expertise in the area of professional liability, he has been retained by carriers nationally and in the U.S. Virgin Islands, to become admitted pro hoc vice in order to work with their local counsel. Chris authors articles and lectures on the subject of E&O liability prevention for insurance agents and brokers. He is licensed as a continuing education instructor by the Insurance Departments in a number of states. Community Activities:

Wilton Connecticut Fire Commission 2016-Present Wilton Connecticut Police Commissioner 2006-2016

Chairman 2012-2016

Wilton Connecticut Charter Commission 2008-2008 Wilton Connecticut Cell Tower Commission 2001-2002

 

Practice Areas:

Insurance Agents and Brokers Insurance Coverage

Excess Monitoring General Liability

Corporate and Business Matters

Contact:

cweldon@kwcllp.com NY: (914) 948-7000

CT: (203) 869-2200

PA: (215) 821-1172

RI: (401) 773-7730

Cell: (203) 984-5394

 


Ted Kinney Related seminars and products: 1


Ted A. Kinney, CIC CPCU ARM AU AAM AAI AINS CPIA CRIS

Kinney Training and Consulting, LLC

Columbus, OH

tkinney@aiia.org

 

 

 

Ted Kinney is the owner/President of Kinney Training and Consulting, LLC, which specializes in providing quality insurance training programs to agencies and companies throughout the United States. 

 

Ted also serves as the Director of Education and Technical Affairs for the Alabama Independent Insurance Agents in Birmingham, Alabama.  In this position he is responsible for developing agent education programs and providing technical assistance to association members.

 

Ted has been in the insurance business since his graduation from the Ohio State University in 1973.  During his career, he has worked as an underwriter, field sales manager, department supervisor, marketing specialist and trainer.  From 1994 to 2003, Ted was the Director of Curriculum and Faculty Development for PIA of Ohio & Indiana.  During that time he developed over 150 training courses covering all aspects of the insurance industry.

 

He has obtained several insurance designations including Certified Insurance Counselor (CIC), Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM), Associate in Underwriting (AU), Associate in Automation Management (AAM), Accredited Advisor in Insurance (AAI), Associate in General Insurance (AINS), Certified Professional Insurance Agent (CPIA) and Construction Risk and Insurance Specialist (CRIS). 

 

He is a member of the national faculty of the Society of Certified Insurance Counselors, the American Insurance Marketing Society (CPIA) and the Independent Insurance Agents and Brokers of America’s “ask the expert” service.  In addition, Ted is a member of the Society of Certified Insurance Counselors, the National Academy of Producer Insurance Studies, the National and Columbus Chapter of the CPCU Society, and the Society of Insurance Trainers and Educators.

 


Dates

Wed, Nov 18, 2020 - 10:00am to 01:09pm EST
Thu, Nov 19, 2020 - 10:00am to 01:09pm EST
Wed, Dec 16, 2020 - 10:00am to 01:09pm EST
Thu, Dec 17, 2020 - 10:00am to 01:09pm EST
Fri, Jan 08, 2021 - 10:00am to 01:09pm EST
Wed, Jan 27, 2021 - 10:00am to 01:09pm EST
Tue, Feb 02, 2021 - 10:00am to 01:09pm EST
Wed, Feb 24, 2021 - 10:00am to 01:09pm EST
Wed, Mar 24, 2021 - 10:00am to 01:09pm EDT
Fri, Apr 09, 2021 - 10:00am to 01:09pm EDT
Wed, Apr 28, 2021 - 10:00am to 01:09pm EDT
Fri, May 14, 2021 - 10:00am to 01:09pm EDT
Wed, May 26, 2021 - 10:00am to 01:09pm EDT
Fri, Jun 11, 2021 - 10:00am to 01:09pm EDT
Wed, Jun 23, 2021 - 10:00am to 01:09pm EDT
Fri, Jul 09, 2021 - 10:00am to 01:09pm EDT
Wed, Jul 28, 2021 - 10:00am to 01:09pm EDT
Fri, Aug 13, 2021 - 10:00am to 01:09pm EDT
Wed, Aug 25, 2021 - 10:00am to 01:09pm EDT
Fri, Sep 10, 2021 - 10:00am to 01:09pm EDT
Wed, Sep 22, 2021 - 10:00am to 01:09pm EDT
Fri, Oct 08, 2021 - 10:00am to 01:09pm EDT
Wed, Oct 27, 2021 - 10:00am to 01:09pm EDT
Fri, Nov 12, 2021 - 10:00am to 01:09pm EST
Wed, Nov 24, 2021 - 10:00am to 01:09pm EST
Fri, Dec 10, 2021 - 10:00am to 01:09pm EST
Wed, Dec 22, 2021 - 10:00am to 01:09pm EST

State Specific Details

State Approval Information Details

TN - This course is approved for 3 hrs CE - Course#29446 
MT - This course is approved for 3 hrs CE - Course# 6000004549 
NY - This course ia approved for 3 hrs CE - Course#254164 
CA - This course is approved for 3 hrs CE - Course#351893 
ND - This course is approved for 3 hrs CE - Course # 6000006396 
CT - This course is approved for 3 hrs CE - Course#111692 
AZ - This course is approved for 3 hrs CE - Course#103624 
KS - This course is approved for 3 hrs CE - Ethics - Course#6000004438   
Note -  KAIA will file your earned CE electronically within 10 business day after course completions 
AL - This course is approved for 3 hrs CE - Course#28090 
TX (IIAT,IIAH & IIAA) - This course is approved for 3 hrs CE - Course#111813 
GA - This course is approved for 3 hrs CE - Course#53301 (3 hours Ethics)
UT - This course is approved for 3 hrs CE - Course#36878

MD - This course is approved for 3 hrs CE - Course#104086

NJ - This course is approved for 3 hrs CE - Course#88901385

VT - This course is approved for 3 hrs CE

RI - This course is approved for 3 hrs CE

IL - This course is approved for 3 hrs CE - Course# 6000059440

IN - This course is approved for 3 hrs CE - Course#37216

LA - This course is approved for 3 hrs CE - Course# 33089

KY - This course is approved for 3 hrs CE - Course#C23152


Promo Video

Reviews

5
4
3
2
1

Overall:      4.6

Total Reviews: 1339

Comments

Sadie E

"Very Informational and Detailed"

Mary Ann T - West Warwick, Rhode Island

"I love the laughs "

Deborah W - Baltimore, Maryland

"This was a great review of policy language and format. "

Breanne C

"The presenters were informative & a bit funny. Thanks!"

Kelly K

"I always enjoy these courses!"

Tracy L

"Great examples offered"

Terrance B - Warwick, Rhode Island

"Great Class"

Erica L

"I like that the material on everything they covered was provided to the participants prior to the class. The information presented gave me a clearer understanding of terms and other insurance practices that are essential to know. "

Timothy G - Moncks Corner, South Carolina

"Enjoyed the Webinar"

Maria A - Cumming, Georgia

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