Audience: Agent and Customer Service Training
PLEASE NOTE - THIS CLASS DOES NOT QUALIFY FOR ANY E&O PREMIUM DISCOUNTS!!
Course Description:
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.
Please Read - Important CE Instructions and State Required Forms (0.59 MB) | Available after Purchase |
Handout (953.4 KB) | Available after Purchase |
Additional Course Materials (155.9 KB) | Available after Purchase |
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.
Thu, Nov 14, 2024 - 11:00am to 01:56pm PST
|
Mon, Nov 25, 2024 - 05:00am to 07:56am PST
|
Fri, Dec 06, 2024 - 08:00am to 10:56am PST
|
Thu, Dec 19, 2024 - 11:00am to 01:56pm PST
|
Wed, Jan 08, 2025 - 10:00am to 12:56pm PST
|
Fri, Jan 24, 2025 - 06:00am to 08:56am PST
|
Thu, Feb 06, 2025 - 10:00am to 12:56pm PST
|
Tue, Feb 25, 2025 - 06:00am to 08:56am PST
|
Tue, Mar 11, 2025 - 10:00am to 12:56pm PDT
|
Thu, Mar 27, 2025 - 06:00am to 08:56am PDT
|
Fri, Apr 04, 2025 - 10:00am to 12:56pm PDT
|
Thu, Apr 24, 2025 - 06:00am to 08:56am PDT
|
Tue, May 06, 2025 - 10:00am to 12:56pm PDT
|
Wed, May 21, 2025 - 06:00am to 08:56am PDT
|
Thu, Jun 05, 2025 - 10:00am to 12:56pm PDT
|
Fri, Jun 20, 2025 - 06:00am to 08:56am PDT
|
Wed, Jul 02, 2025 - 10:00am to 12:56pm PDT
|
Tue, Jul 22, 2025 - 06:00am to 08:56am PDT
|
Thu, Aug 07, 2025 - 10:00am to 12:56pm PDT
|
Fri, Aug 22, 2025 - 06:00am to 08:56am PDT
|
Thu, Sep 04, 2025 - 10:00am to 12:56pm PDT
|
Fri, Sep 19, 2025 - 06:00am to 08:56am PDT
|
Thu, Oct 09, 2025 - 10:00am to 12:56pm PDT
|
Fri, Oct 24, 2025 - 06:00am to 08:56am PDT
|
Tue, Nov 04, 2025 - 10:00am to 12:56pm PST
|
Wed, Nov 19, 2025 - 06:00am to 08:56am PST
|
Thu, Dec 04, 2025 - 10:00am to 12:56pm PST
|
Fri, Dec 19, 2025 - 06:00am to 08:56am PST
|