Agency Agreements: Balancing Legalities with Realities

  • February 09, 2012
  • 8:30 AM - 12:00 PM
  • Tustin Banquet Center

Course Description
Course Number: 191245 - 2 hr CE

This seminar addresses the fundamental considerations for agreements between insurance markets and producers. You will learn how the law defines brokers vs. agents, under what conditions you may be both a broker and an agent, and the legal implications of each. Topics such as binding authority, the legal requirement in handling premiums, ownership of renewals, termination and indemnity provisions will be addressed.


Registration: 8:30 to 9:00 AM

Presentation: 9:00 to 11:00 AM


Cost to attend one or both presentations:

Member: $15 / Nonmember: $35


Playing the Litigation Game: Documentation and the Successful Defense of E&O Claims


Course Description

Course Number: 230450 - 1 hr CE

(Please note: If you attended this presentation in April 2010, you cannot qualify for this CE again within the two-year period).


This seminar is designed to inform the insurance professional about the need for proper documentation of underwriting files, and the impact it may have on the ability to defend against errors and omissions claims. It will educate the attendees on ways to avoid unnecessary E&O claims through proper documentation and effective communication, and will address real-life case studies where improper documentation needlessly resulted in liability assessed against insurance professionals.


Presentation: 11:00 AM to 12:00 PM


Cost to attend one or both presentations:
Member: $15 / Nonmember: $35


Register by Wednesday, February 8th to ensure a seat!
View to print registration form to mail/fax in with payment

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