Live Event: Best Practices to Avoid Insurance Agent E&O Liability

Posted by & filed under Events.

Presented by:
Blake S. Sando, Partner, CSK | Cole Scott & Kissane
Laura Gookin, Senior Vice President, Berkley Service Professionals

Thursday, March 13, 2025
10 – 10:45 AM Pacific Time
12 – 12:45 PM Central Time
1 – 1:45 PM Eastern Time

Register Now

Join us for an insightful webinar with Blake Sando, Partner at CSK, and Laura Gookin, Senior Vice President at BSP who will discuss how to protect yourself from costly E&O claims. Learn the key duties of an insurance agent and implementing best practices to minimize your risk and enhance your professional conduct.

Here are a few Best Practices that will be discussed:

  • The Agents file is the Best Asset in defending against agent E&O liability
  • Document all discussions and decisions in writing
  • Always quote better coverage
  • And more…
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Beware the Hidden E&O Risks of Remote Work

Posted by & filed under Published Articles.

By Laura Gookin | November 21, 2022

Independent insurance agencies with a blended remote and in-person work environment are discovering errors and omissions (E&O) issues that were rarely seen when everyone was in the office. Whether it’s employees working longer hours than intended from the comfort of home or fewer checks and balances because there is less face-to-face interaction, the latest trends have created new risks since pre-COVID 2020. At the same time, the market hardening that followed the pandemic is challenging agencies, prompting leaders to adjust their approach to E&O risk management.

Agency Operations

Once upon a time agency staff members could gather around the water cooler to discuss the issues of the day. Agency leaders could be reasonably confident that staffers were up to speed and understood current industry trends. Now it can be more difficult to get all of the agency’s players together to cover timely topics in a half-hour, and it might not be as apparent when someone is not on the same page — particularly if they are calling in from home, off camera.

Agency employees who are processing binders, policies and certificates of insurance from home may not be able to quickly turn to a supervisor or co-worker with a question. If the remote worker doesn’t get a timely response to a phone call, email or IM, they might not get the process right. Delays in getting answers also can lead to increased processing times and risks of errors.

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