Free Webinar: Professional Communication in the Digital Workspace

Posted by & filed under Events.

Presented by:
Diane P. Mika, Senior Vice President, Risk Management Officer, Berkley Alliance Managers
Joseph Shields, P.E Assistant Vice President, Director of Construction Professional Risk Management, Berkley Construction Professional

Thursday, January 22, 2026
10 AM Pacific/12 PM Central/1 PM Eastern

Registered for:
1.0 AIA Learning Units 
1.0 RCEP Professional Development Hours+

Berkley DP policyholders who participate in this program can qualify for a 15% Risk Management Education credit. Contact your agent for further information*

Register Now

In today’s digital-first workplace, professionals routinely generate and share vast amounts of electronically stored information (ESI). This practical, scenario-based webinar will equip professionals with the knowledge and tools to manage ESI responsibly and reduce risk exposure. Through real-world examples and actionable strategies, Diane Mika and Joe Shields will provide insights into smarter email habits.

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Avoiding E&O Claims: 5 Best Practices for Insurance Agents

Posted by & filed under BSP Blog.

By Amanda Federici
Vice President, Berkley Service Professionals, a Berkley Company

December 2, 2025

Even the most experienced agents and brokers can find themselves facing an Errors & Omissions (E&O) claim­—­I’ve seen it firsthand.

These claims are more common than many realize. In fact, one in eight agents will report an E&O claim each year. The average claim costs around $40,000, and that number is climbing by about 10% annually, according to InsuranceThoughtLeadership.com. Whether the claim comes from a policyholder or a carrier, the financial and reputational impact can be serious.

At Berkley Service Professionals, we help agents navigate these risks every day. One of the best ways to protect yourself is by building habits that not only help defend against claims but often prevent them altogether.

Know your legal duties

Understanding your legal responsibilities as an insurance agent is key to avoiding E&O trouble. Two concepts that come up often in claims are agents’ “duty of care” and fiduciary duty.

  • Your “duty of care.” When you help a client secure insurance, the law generally sees you as working on behalf of the insured, not the insurer. That means you’re expected to act in your client’s best interest, using reasonable skill and diligence to help them get the right coverage.

If a client asks for specific coverage, or if their situation clearly calls for something more comprehensive, you’re expected to advise them accordingly. That includes discussing higher limits or additional protections they might not have considered.

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