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Power of Prevention: Agency Risk Management Essentials of Service

June 23, 2026 12:00 PM - 3:00 PM (EDT)

Description

This lass targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, for example. In some agencies, producers may also perform customer service tasks. No matter what your title, if you interact with customers, this class provides valuable insights to help reduce your E&O exposure. 

This course is oriented towards agency staff and begins with general comments to make them aware of what an E&O claim is, what typically causes a claim and then provides specific processes and procedures to follow in the agency's daily operations to prevent E&O claims.

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