Follow us at:                 Contact Us 

E&O Training

E&O Risk Management - Meeting the Challenge of Change

This single, six-hour Video on Demand Webcast  - which will apply toward the agency's requirement for the Swiss Re and Fireman's Fund 10% E&O discount -  is designed to give agents important information to help reduce their exposure to E&O claims.  Topics that will be discussed include:

  •    Agency/Carrier Relationship - Law of Agency
  •    Understanding Agent Duties
  •    An E&O Claim – 360° View
  •    Agency/Carrier Contracts – E&O Considerations
  •    Agency Defenses Documentation
  •    E&O Considerations of Agency Operations


This video on demand webcast does not award Continuing Education credit in California.

Webcast Registration

An Errors and Omissions Mock Trial

This is a “Mock” E&O Trial in name only. This is about as real as it gets. Preview the video

Set in an actual courtroom, the judge in this “trial” served 16 years on the NC Court of Appeals.  The defendant’s attorney serves as Panel Counsel for Swiss Re and has defended numerous agents in actual E&O claims situations.  The expert witnesses used have actually served in this capacity in real E&O lawsuits.

This is a “bench trial” in which the judge is the decider of fact and there is not a jury present. This means that the viewer will have the advantage of hearing the judge questioning the witnesses and the attorneys and this will help them better understand the legal issues that arise during the trial and which contribute to the judge’s final decision. 

The case is titled “Green Things Nursery vs. The Lax Agency”.  The basics of the case are that the insured called his agent to report that he had purchased a backhoe and wanted it added to his commercial policy.  Later, while using the backhoe at a new residential development, the insured cuts a gas line, sparking a fire which destroys the backhoe and two neighboring houses.  The claim is submitted and the carrier denies the claim, citing that the agent failed to procure the proper coverages with the carrier.

Register For The Mock Trial