05/21/2024 E&O: Duties, Laws, Documentation, and Data Breach 8-11am (Webinar)
May 21, 2024
Online
Agents who focus on E&O loss prevention fortify their agency from potentially devastating claims while improving the customer experience. In this course, agents will discuss the importance of understanding their legal duty of care, the benefit and importance of documentation, and adopting a best practices approach in their workflow procedures and to help them comply with federal, state laws, and defend themselves against Data Breaches.
Speaker: Kym Martell, CRM, CIC, CRIS, AAI, MLIS