Power of Prevention: Agency Risk Management Essentials of Sales (ABEN)

  • 08/13/2026
  • 3:00 PM - 6:00 PM
  • Online (ABEN)

Power of Prevention: Agency Risk Management Essentials of Sales

This three-hour class Essentials of Sales specifically targets sales functions in the agency. Agents hold a variety of titles in agencies: Producer, Account Executive, or Sales Agent, for example. In some agencies, Account Managers or CSRs (Customer Service Representatives) are also responsible for sales. No matter what your title, if you sell or assist in sales, 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.

This course is approved for the Swiss Re Risk Management Credit. You can learn more about this program and how your agency can save at bigimd.com/eo-training

Course ID #113542 | 3 P&C

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