California Advanced Thinking about Errors and Omissions

CE Course description

You never know when an unhappy client might file a lawsuit claiming you’ve been negligent or made an error or omission while performing your services. Insurance brokers/dealers, registered investment advisors, financial planners, and other financial professionals can obtain E&O insurance. The benefits an E&O insurance policy gives companies or individuals can vary greatly depending on the policy and issuing insurance company. E&O insurance may or may not cover temporary employees, claims stemming from work done before the policy was in force or claims in various jurisdictions.

Errors and omissions insurance provides important protection to professionals, such as doctors, lawyers, accountants, and others, covering claims for damages that aren’t covered by other forms of liability insurance. As an experienced insurance agent, you can help other professionals protect themselves from financial loss due to errors, omissions, or negligence.

This course provides you with a thorough understanding of errors and omissions insurance, including applicable legal concepts and terms. With it, you’ll gain the knowledge you need to sell errors and omissions insurance to your business and professional customers. Topics include:

  • Understanding the E&O Market
  • E&O for Insurance Professionals
  • E&O for Various Entities
  • E&O Needs Analysis
  • E&O and “Professional Attitude and Conduct”
  • Reinsurance for Excess E&O Verdicts
  • Claims Made vs. Occurrence in E&O Cases
  • “Insured Services” and “Professional Services”

No professional or business can afford to leave themselves unprotected when it comes to errors and omissions. As an insurance agent, your expert knowledge in this area will provide a beneficial service to your clients. Order this online course today—and help your customers safeguard their businesses.

Total Hrs / Order Price
1-5 hrs $19.95
6-17 hrs $29.95
18-24 hrs $44.95
25-50 hrs $54.95
51+ hrs $54.95 + $2.00 per additional hour over 50
In addition: A State filing fee of $0.65 Per Credit Hour will be added to the total

Pricing based on total number of hours in order.