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2024 - Webinar - E&O: Agent Obligations, Procedures, and Operations - Sept. 24

Big I Illinois Webinar  
Tuesday, September 24, 2024 8:00 AM - 11:00 AM   iCalendar Central Standard Time

Course #: 6000162222
3 IL CE hours - Ethics

E&O: Agent Obligations, Procedures, and Operations

Agents who focus on E&O loss prevention fortify their agency from potentially devastating claims while improving the customer experience. In this course, agents will learn best practices regarding agent’s obligations, agency procedures and developing workflows to help defend and prevent E&O claims. 

Important - Please Read:

Swiss Re or Utica E&O Credit: Attendance requirements based on the number of agency staff must be met to be eligible for the Swiss Re or Utica premium credits. You will receive an attendance verification form to forward to your E&O Program Manager once you have attended the class.

To view the cancellation policy, click here.

Big I Illinois Webinar  

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Martell, Kym
Martell, Kym

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Kym Martell founder of K.M. Associates, Insurance Management & Training Consultants specializes in training and consultant services to the insurance industry.

With over 30 years’ experience in the insurance, Kym brings to her clients a wealth of experience. Her diverse background includes agency and risk management, sales, claims and customer service.

During her long and productive career, Kym discovered she had a love for and a talent in training insurance professionals. As a result, Kym left the corporate world in 1995 and founded K.M. Associates-Insurance and Management and Training Consultants. Services include property & casualty coverages, sales training, professional coaching, Errors and Omissions auditing & preventions, and Expert witness and litigation support services.

Kym has designed, developed and delivered continuing education and professional training programs on a national level for a variety of clients including professional organizations, insurance companies, agencies and insurance brokerage firms. She has also served as a state faculty member of the Independent Insurance Agents and Brokers of New Jersey (IIABNJ) since 1992. Additionally, Kym is a national faculty member of Independent Insurance Agents & Brokers of America (IIABA) for providing their E&O Risk Management Programs, and a national faculty member of Polestar Performance Programs which provides sales and coaching to insurance professionals.

As a consultant, her extensive corporate and consulting experience perfectly positions Kym to provide professional liability & loss control audits and provide customized E&O loss prevention training in the areas of workflows and agency management. Her superior communication skills are assets that adds to her success.

Kym holds several professional designations including Certified Risk Manager (CRM), Certified Insurance Counselor (CIC), construction Risk Insurance Specialist (CRIS) and the Accredited Advisor of Insurance (AAI).

Kym resides in Asbury Park, New Jersey.