The road ahead is filled with both challenges and opportunities . By embracing change , investing in our people , and staying true to the principles that define independent agencies , we can ensure a vibrant and prosperous future for our industry . •
education , mentorship , and professional development programs will ensure that agencies remain strong , resilient , and prepared for the future .
Collaboration is also key to sustaining the success of independent agencies . By fostering strong partnerships – whether with carriers , technology providers , or industry associations like KAIA – agencies can leverage collective resources , share best practices , and stay ahead of industry trends .
At KAIA , we are committed to equipping our members with the tools , knowledge , and advocacy necessary to navigate the changing landscape . Through our continued focus on education , legislative engagement , and industry support , we stand with you in shaping the future of independent insurance agency management .
The road ahead is filled with both challenges and opportunities . By embracing change , investing in our people , and staying true to the principles that define independent agencies , we can ensure a vibrant and prosperous future for our industry . •
BIG “ I ” PROFESSIONAL LIABILITY ONBOARDING
September 2022
OUR AGENCY BELIEVES IN REDUCING E & O EXPOSURE
PROFESSIONAL LIABILITY .
Whether you ’ re a seasoned producer , account manager or just beginning your insurance career , we developed some customized training videos that will help you better serve our customers and avoid potential E & O claims . We feature 13 core videos on topics that frequently drive E & O claims and are challenging topics for many agents . There are also several videos that are optional viewing on business income and workers compensation coverage .
The videos last between eight minutes and 30 minutes and provide insight into placing that type of coverage . Because agents ’ professional liability errors and omissions ( E & O ) is such a widespread problem for today ’ s insurance professionals , we want to ensure you view the videos to help avoid an E & O situation . The critical knowledge from our Big “ I ” experts will also help you gain technical coverage knowledge you will use throughout your insurance career .
Please take the time to review these educational videos when you are able . If you have any questions or want to discuss , please reach out to your supervisor .
Just a warning : Reading the key takeaways and handouts does not replace listening to the videos . Click the play icon to view the accompanying videos and the PDF icon to view the handouts .
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C OMMERCIAL PRODUCER & ACCOUNT MANAGER
T R AINING GUIDE & O NBOARDING
R ESOURCE
Copyright © 2022 Independent Insurance Agents & Brokers of America , Inc . All rights reserved . No portion of this document may be reproduced in any manner without the prior written consent of IIABA ®.
The E & O Guardian Commercial Lines Producer Onboarding guide will take you through 13 core videos critical to your onboarding process and includes key takeaways and links to accompanying handouts .
Access to the E & O Guardian risk management website is an exclusive Big “ I ” member benefit . Content may be accessed by Big “ I ” members , with key resources reserved for exclusive access by Swiss Re Corporate Solutions E & O policyholders
* You will be prompted to login with your Big “ I ” membership credentials to access this resource .
DOWNLOAD IT NOW AT https :// eoguardian . com / commercial-producer-onboarding /
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