Education & Events

Errors & Omissions

December 12, 2023

8:30 am - 12:00 pm

Price: Member: $125 / Non-Member $199

Location: Online via Zoom.

3.25 CE credits for general, adjuster, accident & sickness, and life licenses

Approximately 90% of all E&O claims are preventable, so why are they so common? Learn how to protect yourself from the imminent threat of an E&O lawsuit. It’s up to you to protect your livelihood and take control of your risk. Our E&O course will teach you how to work smarter and avoid some of the most common claims. We will cover some of the most common errors and omissions claims, and learn how to avoid them. Group discussion will be encouraged.

What will be covered?

  • Why you should care
  • How claims happen
  • Whose fault is it?
  • What can be done to manage losses?
  • The role of the application
  • Document, document, document

Instructor | Katy Lovegrove, BA, CAIB

Joining Sage Advisor Resources Corp. as account executive for the IBAA member E&O program in February of 2022, Katy brings over 17 years of experience in the industry. She obtained her CAIB (Honors) designation following a Bachelor of Arts degree and has spent much of her career working front line sales and service positions in brokerages of varying size in both Alberta and Manitoba where she was often tasked with training staff. A lifelong learner, Katy looks forward to sharing her knowledge and passion for the industry.