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.
|Student Materials||Available after Purchase|
|Agency Management Based E&O and Ethics Power point||Available after Purchase|
|Please Read - Important CE Instructions and State Required Forms (0.59 MB)||Available after Purchase|
Terry Tadlock is a 31 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) in beautiful Hilton Head Island, South Carolina.
Terry is part owner and responsible for the day to day operations of CPI.
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 provides 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
Terry began his career in 1979 in Florida. The majority of this 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 Underwriting (CPCU) and Construction Risk and Insurance Specialist CRIS) professional designations.
Mon, Aug 26, 2019 - 10:00a to 01:00p PDT
Mon, Sep 23, 2019 - 10:00a to 01:00p PDT
Mon, Oct 28, 2019 - 10:00a to 01:00p PDT
Mon, Nov 25, 2019 - 10:00a to 01:00p PST
Mon, Dec 23, 2019 - 10:00a to 01:00p PST
SC - This course is approved for 3 hrs Ethics credit - Course#125281
NJ - This course is approved for 3 hrs Ethics credit - Course# 88893925
UT - This course is approved for 3 hrs Ethics credit - Course#29366
WY - This course is approved for 3 hrs Ethics credit - Course# 23033
LA - This course is approved for 3 hrs Ethics credit - Course# 30318
KY - This course is approved for 3 hrs Ethics credit - Course#C60208
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
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