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E&O Risk Management: Agency E&O Exposures and Defenses

Total Credits: 3 including 3 CE Credit

Average Rating:
Errors and Omissions |  10% premium discount qualified
Christopher Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA |  Mallory Cornell, MBA
Course Levels:
All Levels
3 Hours 15 mins
Product Setting: Expires 30 day(s) after program date.



Agency E&O Exposures and Defenses” is an interactive seminar that looks at the risks of Error & Omission claim for an independent insurance agency. This course will serve as an update and reminder for insurance professionals about the risks of E&O claims and allegations and also the rewards an agency could earn for strong internal practices and good customer service. It is important to raise awareness of where E&O vulnerabilities exist and take the time to develop strong habits among agency personnel. This seminar will utilize claim statistics, case studies, storytelling, risk assessments and questionnaires to provide an engaging environment for participants to learn in.

In order to meet the 3-hour requirement, the following individual modules are included in this course:

  • Agency Defenses: Documentation
  • E&O Exposures When Using Social Media
  • Limiting Exposures to Data Breaches
  • E&O Considerations of Agency Operations

Course Materials


Christopher Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA's Profile

Christopher Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA Related Seminars and Products

Independent Insurance Agents and Brokers of America Virtual University

Christopher J. Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA, CRIS, AINS, joined the insurance industry in 1990. He is Executive Director Risk Management and Education for the Independent Insurance Agents and Brokers of America (Big "I") Virtual University. His current duties involve researching, writing, and teaching property and casualty insurance coverages and concepts to Big "I" members and others in the insurance industry.

During his career, Boggs has authored more than 1,000 insurance and risk management-related articles on a wide range of topics as diverse as Credit Default Swaps, the MCS-90, and enterprise risk management. In addition to this, Boggs has written 15 insurance and risk management books:

  • "The Insurance Professional's Practical Guide to Workers' Compensation: From History through Audit," now in its second edition;
  • "Business Income Insurance Demystified: The Simplified Guide to Time Element Coverages," now in its third edition;
  • "Property and Casualty Insurance Concepts Simplified: The Ultimate 'How to' Insurance Guide for Agents, Brokers, Underwriters and Adjusters;"
  • "Wow! I Never Knew That! 12 of the Most Misunderstood and Misused P&C Coverages, Concepts and Exclusions;"
  • "Insurance, Risk & Risk Management! The Insurance Professional's Guide to Risk Management and Insurance;"
  • "Workers' Compensation: How You Can Effectively Answer Your Clients 12 Most Commonly Asked Questions;"
  • "Glossary of Insurance Terms;"
  • "Choosing the Best Risk Financing Option;"
  • "Writing Property and Liability Coverage for Condos;"
  • "The Truth about Enterprise Risk Management;"
  • "The Experience Mod Worksheet;"
  • "What has ISO Done to us Now?"
  • "Cancellations, Non-Renewals & Conditional Renewals: THE Insurance Professional's Guide to Statutory Insurance Carrier Notification Requirements for All 50 States!"
  • Workers' Comp: Practical Answers to the Most Common Workers' Comp Questions
  • Homeowners' Coverage: Managing Your Clients' Most Valuable Asset

Boggs is a regular speaker at industry events, speaking for groups such as the National Association of Mutual Insurance Companies (NAMIC), the National Society of Insurance Premium Auditors (NSIPA), the American Association of Managing General Agents (AAMGA), the Institute of Work Comp Professionals (IWCP), and the CPCU Society.

A graduate of Liberty University with a bachelor's degree in Journalism, Boggs' background includes work as a risk management consultant, loss control representative, producer, claims manager, and quality assurance specialist.

Mallory Cornell, MBA's Profile

Mallory Cornell, MBA Related Seminars and Products

Vice President

Vice President of the Independent Insurance Agents of Wisconsin

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, Jun 12, 2024 - 01:00pm to 04:18pm EDT
Tue, Jun 25, 2024 - 04:00pm to 07:18pm EDT
Fri, Jul 12, 2024 - 10:00am to 01:18pm EDT
Mon, Jul 29, 2024 - 01:00pm to 04:18pm EDT
Mon, Aug 05, 2024 - 04:00pm to 07:18pm EDT
Fri, Aug 16, 2024 - 10:00am to 01:18pm EDT
Fri, Sep 06, 2024 - 01:00pm to 04:18pm EDT
Wed, Sep 18, 2024 - 04:00pm to 07:18pm EDT
Wed, Oct 09, 2024 - 10:00am to 01:18pm EDT
Fri, Oct 25, 2024 - 01:00pm to 04:18pm EDT
Mon, Nov 04, 2024 - 04:00pm to 07:18pm EST
Fri, Nov 15, 2024 - 10:00am to 01:18pm EST
Wed, Dec 11, 2024 - 01:00pm to 04:18pm EST
Thu, Dec 26, 2024 - 10:00am to 01:18pm EST

State Specific Details

State Approval Information Details NJ - This course is approved for 3 hrs CE - Course# 88903915

Promo Video



Overall:      4.9

Total Reviews: 1468


Keith C - Lawrenceville, Georgia

"Great Presentation"

Thomasia A

"Very thought provoking"

Cassie-Mae C

"Great training!"

Selena M

"This was a well-produced webinar."

Carolyn V

"Good reminders in all areas of the presentation"

Jessi S

"Chris and Mallory made it very knowledgeable. "

Madi M

"This was very educational"

Dan S - McDonough, Georgia

"Very informative and we will definitely be implementing some of the strategies learned."

Jennifer M - Ooltewah, Tennessee

"The presenters were very knowledgeable and helpful. "

Kendal R - Dickson, Tennessee

"Very informative!"