Risk Identification
July 21, 2021 • 9:00 a.m. - 11:00 a.m.
Mishell K, Magnusson, CIC, CISR, CPIA, AAI, FIPC

Upselling and account rounding are not bad words; as insurance professionals we have the duty to explain coverages that are available to properly cover our customers’ exposures. Most clients will welcome and appreciate the fact that someone cares about their welfare and general well-being and to identify exposures that they were not even aware of. We also know that a frequent cause of E&O claims is the lack of communication and proper documentation that coverages were offered and/or rejected.

In this presentation, we will discuss a Risk Management Process, and then just as important, what we should be doing once we identify those customer exposures. We will discuss “Emerging Exposures” meaning what our customers are doing that we need to find out about.

CE Credit
Members $30
Nonmembers $50
The deadline to register is Friday, July 16, 2021


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