I wish you and yours a joyous Holiday Season and a Prosperous New Year ! •
2 ) For our communities : Did we serve as good role models , listening to and understanding the concerns of others , guiding and inspiring others to help make the community a better place for all residents ?
3 ) For our industry partners , those with whom we depend upon to help us serve our customers ; Did we take action to provide high quality representation ? Did we communicate effectively to promote a better understanding of the impact of decisions each of us have made or are contemplating ?
Once we ’ re in a position to answer these questions , we ’ ll have the makings of an effective plan moving forward into 2025 .
The one thing we can always be assured of is that as new events , new people and new technology come together in our business , there will always be challenges that come with these changes . But there will also be great opportunities with these challenges . The defining question for each of us as we chart our course for 2025 is how we use the means within our control to chart a brighter future ahead for our customers , communities , and industry partners . Regardless of how you decide to address the three questions above , make sure that you include KAIA as part of your plan . KAIA offers a variety of resources that can add significant value to assure your future success .
I wish you and yours a joyous Holiday Season and a Prosperous New Year ! •
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 /
NOVEMBER / DECEMBER 2024
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