No cost for session and refreshments will be provided.
The session will cover the area of risk, methods to reduce or control that risk, sources of claims and what to do if a potential claim occurs. Review systems and controls along with standard procedures and the role they play in operating a brokerage and in protecting against claims. Case studies will highlight problem areas, potential solutions and issues such as standard practices.
Firms with 1 to 7 employees - 2 owners, managers or producers
Firms with 8 - 20 employees - 4 of owners, managers or producers
Firms with 21+ employees - 8 of owners, managers or producers
Presenter - Hugh Fardy - CG & B