One agent's renewal business is another agent's new business. this is one of the ideas that Fred Fisher will bring out in this class. Fred will bring out the nuance in insurance policy language that is giving insureds trouble when there is a claim, and he will help us to understand how and why to review clients' policies as if they are new business so that we can know how the policy reads, and how that will impact the client.

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According to legaldictionary.net, a subpoena is:

1. A legal document ordering a person to appear in court, or to provide the court with specific documents.


2. A legal document summoning a witness, or ordering the submission of evidence, before a court or other investigative body.

When your insured carries a D&O policy, that subpoena may trigger coverage for defense costs, at least, that's what they hope. Join us as Joe Harrington helps us to understand how a public investigation might be covered by D&O policies.

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When the market gets tough, it is tempting to sell on price, or default to getting the insured just what they ask for. It's a time when many simply struggle to write business. Fred Fisher advises another path. Join us as he asks the question. Do you want to be an order taker or provide financial security?

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What's in a name? Shakespeare would tell us that a rose by any other name would smell as sweet. But a business entity by another name might bring a big bag of confusion and confusion never smells sweet.

Join us as Fred Fisher brings his take on what insurance professionals need to know when a client requests "a simple name change". He'll help you to know what additional information you might need and why it's important to get as much clarity as possible when this happens.

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There is no shortage of people who are willing to discuss how to avoid an E&O claim, but there aren't many as qualified as Chris Burand to truly bring a deep understanding of the E&O issues that agents face. Join us as Chris brings this new session about the changing E&O landscape to help agents understand their risks and manage them properly.

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When the market is hard or the risk is hard to place, the surplus lines market is often a viable alternative to placing a risk with an admitted carrier. That isn't to say that it isn't complicated. It's very complicated. It's not like picking between two personal auto carriers, whose rates and forms are so similar that they would require hours of painstaking review to determine the differences. Join us as Chris Burand brings his take on working with the surplus lines carriers and brokers and what the implications for an agency might be.

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Negotiation is a conversation between people who are each trying to get their way and in part trying to meet each other's needs as well. It's a process of give and take and listening and learning. The ethical piece of negotiations is sometimes set to the side in favor of getting the outcome that one really wants. Join us as Michael Koscielny brings us his take on negotiations.

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When agents and brokers sell based on how an insurance company responds with fair coverage language, you cannot be beaten. Over the last five years, over 280 appellate decisions have come down either expanding coverage or, more frequently, narrowing the scope of coverage dramatically. As is often said, the devil is in the details, which is exactly what this class will examine. This course will examine specific appellate decisions with respect to language in specialty line policies that can create error and omission claims for insurance brokers. Join us as Fred Fisher brings helps us to understand what recent court decisions may mean to us and how we can avoid these suits altogether.

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E&O claims are easy. Said no one ever.

That's why David Thompson is bringing together some of the brightest lights in the E&O world. Join us as this team of experts unpacks E&O issues that insurance agents will face every day.

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