Total Credits: 3 including 3 CE Credit
PLEASE NOTE - THIS CLASS IS APPROVED FOR PREMIUM DISCOUNTS WITH BOTH SWISS RE AND ALLIANZ! IF YOUR STATE HAS AN ACTION ITEM FOR YOU AFTER COMPLETING THE CLASS, IT WILL BE INCLUDED IN THE HANDOUTS/MATERIALS SECTION!
This course is oriented towards agency staff and begins with general comments to make them aware of what an E&O claim is, what typically causes a claim and then provides specific processes and procedures to follow in the agency’s daily operations to prevent E&O claims.
IMPORTANT_CE Credit Instructions_Read Before Webcast_Updated (752.6 KB) | Available after Purchase |
PLEASE READ - Viewer Requirement for E&O Premium Discounts (21.2 KB) | Available after Purchase |
Outline (29.2 KB) | Available after Purchase |
Handout (4.9 MB) | Available after Purchase |
Timed Outline (83.9 KB) | Available after Purchase |
Cari Senefsky is the Director of Professional Liability at the Independent Insurance Agents of Texas (IIAT). Joining the team in 2018, Cari brought with her a background in Management Lines placement and program development for insurance agents, brokers, managing general agencies, wholesalers, networks and aggregators. She also serves on the Professional Liability Committee for the Independent Insurance Agents and Brokers of America; advocating for competitive coverage enhancements and benefits for Big I Members. She serves as a staff liaison for the Large Agency Council at the Independent Insurance Agents of Texas and understands that no two agencies are the same.
Cari enjoys managing and working alongside one of the strongest E&O Team’s in the country. She is passionate about helping agents protect their business through facilitating Risk Management courses and assisting with insurance placement. She is a strong proponent of continuous improvement, streamlining process and maximizing results.
When not assisting agents, you will most likely find her hiking a trail somewhere with her husband, Ken and terrier, Pixie. She enjoys exploring new places and a smooth bourbon.
Gunnar Kephart’s insurance experience started in 1982 when he joined the family’s agency in San Antonio as a partner. From there, he was a founding principal in a cluster agency while consulting with other agents in Mergers and Acquisitions. Relocating to the DFW Texas area, he produced commercial lines business for a national broker and became the Commercial Lines manager. Moving to a construction specialty agency, he focused on middle-market and loss-sensitive construction accounts and created and administered a very successful multi-year Contractor Controlled insurance program.
In 2011, he became a member of the IIAT staff, initially as a Professional Liability marketer, then developing into a broader role, alongside fellow E&O team members, advocating for the E&O risk management needs of IIAT members with brokers, carriers and claims managers. He is completely committed to IIAT’s values of Integrity, Service Excellence and Continuous improvement.
Gunnar’s varied experience in agency ownership, management and producer roles brings a practitioner’s insight into the world of professional liability risk management for independent agencies.
He considers it a privilege to serve his fellow agents by sharing with them his knowledge and practical approach to meet their Professional Liability risk management needs.
Thu, Sep 19, 2024 - 11:00am to 02:10pm CDT
|
Thu, Oct 10, 2024 - 01:00pm to 04:10pm CDT
|
Mon, Oct 28, 2024 - 03:00pm to 06:10pm CDT
|
Tue, Nov 05, 2024 - 09:00am to 12:10pm CST
|
Wed, Nov 20, 2024 - 11:00am to 02:10pm CST
|
Thu, Dec 12, 2024 - 01:00pm to 04:10pm CST
|
Fri, Dec 27, 2024 - 03:00pm to 06:10pm CST
|
Tue, Jan 07, 2025 - 09:00am to 12:10pm CST
|
Thu, Jan 23, 2025 - 12:00pm to 03:10pm CST
|
Fri, Feb 07, 2025 - 03:00pm to 06:10pm CST
|
Wed, Feb 26, 2025 - 09:00am to 12:10pm CST
|
Mon, Mar 10, 2025 - 12:00pm to 03:10pm CDT
|
Fri, Mar 28, 2025 - 03:00pm to 06:10pm CDT
|
Mon, Apr 07, 2025 - 09:00am to 12:10pm CDT
|
Fri, Apr 25, 2025 - 12:00pm to 03:10pm CDT
|
Mon, May 05, 2025 - 03:00pm to 06:10pm CDT
|
Tue, May 20, 2025 - 09:00am to 12:10pm CDT
|
Fri, Jun 06, 2025 - 12:00pm to 03:10pm CDT
|
Mon, Jun 23, 2025 - 03:00pm to 06:10pm CDT
|
Tue, Jul 01, 2025 - 09:00am to 12:10pm CDT
|
Mon, Jul 21, 2025 - 12:00pm to 03:10pm CDT
|
Fri, Aug 08, 2025 - 03:00pm to 06:10pm CDT
|
Mon, Aug 25, 2025 - 09:00am to 12:10pm CDT
|
Wed, Sep 03, 2025 - 12:00pm to 03:10pm CDT
|
Thu, Sep 18, 2025 - 03:00pm to 06:10pm CDT
|
Fri, Oct 10, 2025 - 09:00am to 12:10pm CDT
|
Mon, Oct 27, 2025 - 12:00pm to 03:10pm CDT
|
Mon, Nov 03, 2025 - 03:00pm to 06:10pm CST
|
Tue, Nov 18, 2025 - 09:00am to 12:10pm CST
|
Fri, Dec 05, 2025 - 12:00pm to 03:10pm CST
|
Mon, Dec 22, 2025 - 03:00pm to 06:10pm CST
|
5 |
|
4 |
|
3 |
|
2 |
|
1 |
|