Total Credits: 1 including 1 CE Credit
PLEASE NOTE - THIS CLASS DOES NOT QUALIFY FOR E&O PREMIUM DISCOUNTS!
This course is designed to educate insurance industry professionals on the Errors and Omissions exposures they face in various areas of public-facing marketing. This course will cover Standard of Care laws in all states and how special relationships are affected and duties heightened when agencies use certain language in their written materials.
PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB) | Available after Purchase |
E&O Exposures_Slides (706.3 KB) | Available after Purchase |
Course Outline (25.9 KB) | Available after Purchase |
Mallory is the Vice President of the Independent Insurance Agents of Wisconsin. Joining the team in 2017, Mallory actively pursues building agency tools for agents in Wisconsin and across the United States. She views creating operational resources for independent agents as both a passion and privilege. Through innovative new practices, Mallory identifies key risks and mitigation plans in a tailored fashion to meet the needs of agencies of all sizes.
Mallory enjoys facilitating the E&O Risk Management courses and is an approved auditor for Swiss Re Corporate Solutions. Mallory conducts Operational Improvement Review audits and E&O Website reviews both in-person as well as virtually for agents across the United States. She serves as the staff liaison for the Young Agents at the Independent Insurance Agents of Wisconsin and was recognized in 2020 as the Staff Liaison of the Year.
Mallory holds a Master’s degree in Business Administration from the University of Wisconsin-Whitewater. Prior to joining IIAW, she worked for seven years within the global risk management space at Kimberly-Clark Corporation in Neenah, WI.
Fri, May 10, 2024 - 04:00pm to 04:57pm EDT
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Wed, May 22, 2024 - 10:00am to 10:57am EDT
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Thu, Jun 06, 2024 - 12:00pm to 12:57pm EDT
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Tue, Jun 18, 2024 - 02:00pm to 02:57pm EDT
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Fri, Jul 05, 2024 - 04:00pm to 04:57pm EDT
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Tue, Jul 23, 2024 - 10:00am to 10:57am EDT
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Mon, Aug 12, 2024 - 12:00pm to 12:57pm EDT
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Thu, Aug 22, 2024 - 02:00pm to 02:57pm EDT
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Thu, Sep 12, 2024 - 04:00pm to 04:57pm EDT
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Wed, Sep 25, 2024 - 10:00am to 10:57am EDT
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Wed, Oct 02, 2024 - 12:00pm to 12:57pm EDT
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Thu, Oct 17, 2024 - 02:00pm to 02:57pm EDT
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Tue, Nov 12, 2024 - 04:00pm to 04:57pm EST
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Fri, Nov 22, 2024 - 10:00am to 10:57am EST
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Wed, Dec 04, 2024 - 12:00pm to 12:57pm EST
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Tue, Dec 17, 2024 - 02:00pm to 02:57pm EST
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