250 Phase 2 registrants answered“ What are you hoping to learn most from the Agency AI Lab sessions?” at sign-up – a direct read on where working agencies stand, not survey respondents after the fact. •
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AI awareness into real operational use.
WHAT WORKED: LIVE DEMOS
Phase 2 ' s four sessions covered ground agencies said they wanted. The difference in reception came almost entirely from how the content was delivered, not what it was about.
WHAT AGENCIES ARE TELLING US
250 Phase 2 registrants answered“ What are you hoping to learn most from the Agency AI Lab sessions?” at sign-up – a direct read on where working agencies stand, not survey respondents after the fact. •
Kasey Connors, MBA, CAE, PCM is the Executive Director of ACT.
Winning in Workers ' Comp... You Won ' t Believe Your Eyes This Fall!
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150
New Eligible Class Codes
Variable by state
Streamlined submission journey!
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 /
SEPTEMBER / OCTOBER 2026
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