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Webcast

Agency Management Based E&O and Ethics - UPDATE


Total Credits: 3 including 3 CE Credit

Average Rating:
   4.7
Category:
Other E&O Training |  Errors and Omissions |  Ethics |  Ethics/Fraud |  Professional Development |  Professional Development - Agency Management
Faculty:
Terry L. Tadlock, CIC, CPCU, CRIS
Duration:
3 hrs
License:
Access for 30 day(s) after program date.

Dates

Price



Description

Course Description:

UPDATED CLASS - This is not your usual Ethics and E&O course.  Rather than focusing on what you're doing wrong, this program deals with structuring your agency in a way that will reduce the likelihood of having an E&O claim while firmly establishing proper ethical standards.  We will address some issues every organization needs to face such as: Agency Culture, Management Styles, Policy and Decision Making, Team Building,  Ethics through Transparency.  By establishing a proper culture within the agency, managing E&O exposures and setting professional ethical standards becomes much more efficient and effective.

SC Course number 6000064768
Type of Course: Ethics

Course Materials

Faculty

Terry L. Tadlock, CIC, CPCU, CRIS Related seminars and products: 4

Industry Expert Presenter

CIC, CPCU, CRIS


Terry is a 40-year veteran of the insurance industry. In an attempt to enjoy a little slower paced life, he has joined the Correll Insurance Group of agencies as the President of Coastal Plains Insurance, LLC (CPI) and South East Coastal Underwriters (SECU) in beautiful Hilton Head Island, South Carolina. Terry is part owner and responsible for the day to day operations of CPI and SECU. Prior to Terry's joining CPI he was owner and CEO of Florida Insurance Educators, Inc. which is an insurance education and consulting firm that in conjunction with Florida Insurance School worked with state and national organizations providing a variety of educational courses and consulting services. Terry continues to accept national speaking engagements and writes technical articles for a variety of state and national insurance publications. In his spare time Terry is also recognized by Federal and State courts as an expert on insurance coverages and serves as an expert witness. Terry began his career in 1979 in Florida. The majority of his time was spent as the principal of an independent insurance agency in Florida where he specialized in a variety of Professional Liability programs as well as designing several specialty programs serving the Construction industry. Terry has also worked with the Florida Department of Insurance where he was the Administrator of Agents Licensing. His primary responsibilities included the approving individuals for agent licensing and supervision the writing of all state insurance examinations. During this time, he also represented the state of Florida on the National Test Development Committee which sets standards for agents licensing examinations. Currently, Terry holds a Certified Insurance Counselor (CIC) designation and is a National Faculty Member of the Society. In addition, he serves as the Educational Consultant in the State of North Carolina. Terry also holds a Chartered Property and Casualty Underwriter (CPCU) and Construction Risk and Insurance Specialist (CRIS) professional designations.


Dates

Mon, Dec 28, 2020 - 11:00am to 01:57pm MST
Mon, Jan 25, 2021 - 11:00am to 01:57pm MST
Mon, Feb 22, 2021 - 11:00am to 01:57pm MST
Mon, Mar 29, 2021 - 11:00am to 01:57pm MDT
Mon, Apr 26, 2021 - 11:00am to 01:57pm MDT
Mon, May 24, 2021 - 11:00am to 01:57pm MDT
Mon, Jun 28, 2021 - 11:00am to 01:57pm MDT
Mon, Jul 26, 2021 - 11:00am to 01:57pm MDT
Mon, Aug 30, 2021 - 11:00am to 01:57pm MDT
Mon, Sep 27, 2021 - 11:00am to 01:57pm MDT
Mon, Oct 25, 2021 - 11:00am to 01:57pm MDT
Mon, Nov 29, 2021 - 11:00am to 01:57pm MST
Mon, Dec 27, 2021 - 11:00am to 01:57pm MST

State Specific Details

State Approval Information Details

NJ - This course is approved for 3 hrs Ethics credit - Course# 88893925

UT - This course is approved for 3 hrs Ethics credit - Course#29366

LA - This course is approved for 3 hrs Ethics credit - Course# 30318

KY - This course is approved for 3 hrs Ethics credit - Course#C23181

CA - This course is approved for 3 hrs Ethics credit - Course#352331

GA - This course is approved for 3 hrs Ethics credit - Course#52199

VA - This course is approved for 3 hrs of Ethics Credit -  Course#217471

HI - This course is approved for 3 hrs - Course#LW219525 & PW219525

 

 

 


Promo Video

Reviews

5
4
3
2
1

Overall:      4.7

Total Reviews: 131

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