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DTSTART;TZID=America/New_York:20260730T090000
DTEND;TZID=America/New_York:20260730T120000
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SUMMARY:AILP Issues: Agents EO - Legal Duties\, Data Risk and Operational Risk Management
DESCRIPTION:Today's insurance agencies face more than just coverage challenges   they face compliance\, data security\, and E&O exposure at every turn. Through case studies\, practical examples\, and compliance guidance\, agents will gain the tools to identify risk\, strengthen procedures\, and safeguard their agencies from costly mistakes. Participants will learn how to navigate the agent's legal duties and standard of care\, manage binding authority\, protect personal data\, and document client communications effectively. The class also tackles hot-button issues like Certificates of Insurance\, higher-limit discussions\, surplus lines placements\, and the growing overlap between E&O and cyber liability. Key Topics Include:   Standard of care and the agent's legal duty   Data privacy compliance and cyber exposures   Binding authority and underwriting guidelines   Certificates of Insurance and documentation standards   ACT best practices for texting and e-delivery   Internal controls\, disclaimers\, and staff accountability.  Approved for 3 CEC's Maine This class is Swiss Re and Utica approved
X-ALT-DESC;FMTTYPE=text/html:<!DOCTYPE html><html><head><title></title></head><body aria-disabled="false"><p>Today&rsquo\;s insurance agencies face more than just coverage challenges &mdash\; they face compliance\, data security\, and E&amp\;O exposure at every turn. Through case studies\, practical examples\, and compliance guidance\, agents will gain the tools to identify risk\, strengthen procedures\, and safeguard their agencies from costly mistakes. Participants will learn how to navigate the agent&rsquo\;s legal duties and standard of care\, manage binding authority\, protect personal data\, and document client communications effectively. The class also tackles hot-button issues like Certificates of Insurance\, higher-limit discussions\, surplus lines placements\, and the growing overlap between E&amp\;O and cyber liability. Key Topics Include: &bull\; Standard of care and the agent&rsquo\;s legal duty &bull\; Data privacy compliance and cyber exposures &bull\; Binding authority and underwriting guidelines &bull\; Certificates of Insurance and documentation standards &bull\; ACT best practices for texting and e-delivery &bull\; Internal controls\, disclaimers\, and staff accountability.&nbsp\; Approved for 3 CEC&#39\;s Maine&nbsp\;</p><p>This class is Swiss Re and Utica approved</p></body></html>
LOCATION:
UID:e.1711.1468204
SEQUENCE:3
DTSTAMP:20260520T060613Z
URL:https://members.maineagents.net/educationeventscalendar/Details/ailp-issues-agents-eo-legal-duties-data-risk-and-operational-risk-management-1739147?sourceTypeId=Hub
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