2018 PLUS Conference Preview: Insurance Agents & Brokers E&O 2019

As the week before conference is winding down, we have one of our last exclusive looks at an education session happening at the conference.

This panel will take place on Thursday, November 9, and will be moderated by Tom Jensen. Focused on insurance agents and broker professional liability, this session will feature discussion on liability, claims, and ways to decrease exposures in the coming year. Panelists for this session include J. Patrick Carley, III, Michelle Girardin Freimuth, Javier Gonzalez, and Kiera Goral.

Below is a summary of the panel, white papers, and the powerpoint to be shown during the session. Be sure to register for the conference and attend this and other topical education sessions. Claim your spot today and we’ll see you in San Diego very soon!

Thursday, November 8, 3:00 pm – Insurance Agents & Brokers E&O 2019

This panel will discuss the current claim trends in insurance agents and broker professional liability, the use of innovative risk mitigation technics and adjusting practices and their impact on the underwriting of the product as well as claims handling and outcome strategies. Further the panel will discuss the vicarious liability of the carrier through the captive agent model and discuss additional measures that can and should be employed to decrease exposure.

Moderator: Tom Jensen, Esq., Attorney, Lind Jensen Sullivan & Peterson, P.A.


J. Patrick Carley, III, Partner, Traub Lieberman Strauss & Shrewsberry LLP

Michelle Girardin Freimuth, Vice President, E&O Division; IAE&O Practice Leader, Allied World

Javier Gonzalez, Partner/Exec VP of Sales, Axis Insurance Services, LLC/PL Risk Advisors, Inc.

Kiera Goral, AVP, Specialty Claims, QBE

White papers: The Impact of M&A on Insurance Agents & Brokers Professional Liability

Insurance Agent/Broker Errors and Omissions Claims: 2018 Case Law Update 

Session PowerPoint Slides

SoCal Chapter Discusses Real Estate E&O

The PLUS Southern California Chapter met recently (March 13 to be exact) for a morning of networking and learning. Specifically, the group held a session on “What is the New Realm of Real Estate? Trends, Claims & Coverage” at the Jonathan Club in Los Angeles.

By all accounts the session was tremendous, as evidenced by the fact that we only received 3 photos – everyone was too busy learning to snap a lot of pictures. Thanks to 65+ professionals who attended, and of course to our panel of industry experts.

It’s All Covered, Right? Emerging E&O Exposures for Insurance Agents

In this clip from the 2011 PLUS International Conference educational session entitled “It’s All Covered, Right? Emerging E&O Exposures for Insurance Agents,” Sally Combs (Fireman’s Fund Insurance Company), Lisa Doherty (Business Risk Partners, Inc.), Daniel Kohls, Esq. (Hansen, Kohls, Jones, Sommer & Jacob LLP), Scott Goodreau (Hub International Limited), and Sabrena Sally (Swiss Re Corporate Solutions) discuss the important considerations for agent E&O coverage.

For more E&O coverage issues don’t miss the 2012 Professional Risk Symposium, March 29 & 30 in Chicago. Sessions include “Design Issues in Complex Construction Projects,” “Data Breaches – Coming to a Network Near You,” and “Keeping the Damages Down – High Exposure EPL/E&O Claims.” Register by March 6 and save $125 off the full registration price!

PLUS members can view this entire educational session by visiting www.plusweb.org/education/multimedia. You must be a member and logged-in to the website to view the multimedia content.