Total Credits: 1 including 1 CE Credit
PLEASE NOTE - THIS CLASS DOES NOT QUALIFY FOR E&O PREMIUM DISCOUNTS!
This course is designed to educate insurance industry professionals on the Errors and Omissions exposures they face in various areas of public-facing marketing. This course will cover Standard of Care laws in all states and how special relationships are affected and duties heightened when agencies use certain language in their written materials.
PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB) | Available after Purchase |
E&O Exposures_Slides (706.3 KB) | Available after Purchase |
Course Outline (25.9 KB) | Available after Purchase |
Mallory is the Vice President of the Independent Insurance Agents of Wisconsin. Joining the team in 2017, Mallory actively pursues building agency tools for agents in Wisconsin and across the United States. She views creating operational resources for independent agents as both a passion and privilege. Through innovative new practices, Mallory identifies key risks and mitigation plans in a tailored fashion to meet the needs of agencies of all sizes.
Mallory enjoys facilitating the E&O Risk Management courses and is an approved auditor for Swiss Re Corporate Solutions. Mallory conducts Operational Improvement Review audits and E&O Website reviews both in-person as well as virtually for agents across the United States. She serves as the staff liaison for the Young Agents at the Independent Insurance Agents of Wisconsin and was recognized in 2020 as the Staff Liaison of the Year.
Mallory holds a Master’s degree in Business Administration from the University of Wisconsin-Whitewater. Prior to joining IIAW, she worked for seven years within the global risk management space at Kimberly-Clark Corporation in Neenah, WI.
Wed, Dec 04, 2024 - 12:00pm to 12:57pm EST
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Tue, Dec 17, 2024 - 02:00pm to 02:57pm EST
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Tue, Jan 07, 2025 - 02:00pm to 02:57pm EST
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Thu, Jan 23, 2025 - 10:00am to 10:57am EST
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Fri, Feb 07, 2025 - 02:00pm to 02:57pm EST
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Wed, Feb 26, 2025 - 10:00am to 10:57am EST
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Mon, Mar 10, 2025 - 02:00pm to 02:57pm EDT
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Fri, Mar 28, 2025 - 10:00am to 10:57am EDT
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Mon, Apr 07, 2025 - 02:00pm to 02:57pm EDT
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Fri, Apr 25, 2025 - 10:00am to 10:57am EDT
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Mon, May 05, 2025 - 02:00pm to 02:57pm EDT
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Tue, May 20, 2025 - 10:00am to 10:57am EDT
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Fri, Jun 06, 2025 - 02:00pm to 02:57pm EDT
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Mon, Jun 23, 2025 - 10:00am to 10:57am EDT
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Tue, Jul 01, 2025 - 02:00pm to 02:57pm EDT
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Mon, Jul 21, 2025 - 10:00am to 10:57am EDT
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Fri, Aug 08, 2025 - 02:00pm to 02:57pm EDT
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Mon, Aug 25, 2025 - 10:00am to 10:57am EDT
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Wed, Sep 03, 2025 - 02:00pm to 02:57pm EDT
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Thu, Sep 18, 2025 - 10:00am to 10:57am EDT
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Fri, Oct 10, 2025 - 02:00pm to 02:57pm EDT
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Mon, Oct 27, 2025 - 10:00am to 10:57am EDT
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Mon, Nov 03, 2025 - 02:00pm to 02:57pm EST
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Tue, Nov 18, 2025 - 10:00am to 10:57am EST
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