E&O Weekly Prevention
Strategies for the Professional Agent
August 22, 2013

Agents of America

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Letter From  the Publisher

AgentsofAmerica.ORG Announces Strategic Partnership with WebCE


AgentsofAmerica.ORG (AOA) is pleased to announce an expanded strategic partnership with WebCE to deliver Insurance continuing education for the courses in the book series titled, Insurance Agency Risk Management - A Comprehensive Guide to Avoiding E&O Claims.  The filing for insurance CE credits has already commenced in over 30 states and availability is expected in September. See today's Press Release for complete details.


E&O Tips of the Week 
Each week AOA thru the Learning Center will be providing E&O tips. These E&O tips will be developed from AOA's extensive library of high level educational material and will be included as part of the webinar / seminar package currently in development, that both agents and carriers will find beneficial in reducing E&O Claims. 
Check out this week's E&O TIPS on "Staff Meetings".
Professional Liability Defense Federation is holding their 4th Annual Meeting and CLE Presentation in Chicago at the Westin Michigan Avenue.  The dates are October 9-11, 2013. It is a fantastic time to meet with other Professional Liability lawyers from all over the country in a more intimate setting where relationship building is more easily accomplished.  We have an excellent program with discussions and developments in legal, medical, construction design, real estate agent/broker, accountant, and miscellaneous professional liability claims.  Information will be shared on trial tactics such as preparing arrogant and other challenging clients for trial and methods to perform social media and avoid UCPA investigations in the course of adjustment and defense of Professional Liability Claims.  Registration is available on the PLDF website at www.pldf.org.  All are welcome.

A review of the top stories on World Risk & Insurance News at WRIN.tv. Here is your opportunity to see the online video news stories you may have missed. Watch them now "Week in Review".


Also listen to Insurance Marketing Expert George Nordhaus on his "Monday Morning" on "Keeping Client's Content."

AgentsofAmerica.ORG has partnered with WebCE, a leading nationwide provider of Continuing Education for insurance professionals, to provide you with state-approved self-study CE courses to satisfy your CE requirements online! Check out your CE State Requirements.  Also check out, this month's Social Media eBook entitled, "How To Get Traffic with Twitter Lists" for download.


"Bringing the Best Together"

Angelo J Gioia


AOA News, Views, Tips & More

If Your Files Could Talk, What Would They Say?                                                                   

By Curtis M. Pearsall, CPCU, AIAF, CPIA. Executive Director of AOA Learning Center


It is extremely important for all agency staff to realize that when an E&O claim is made against their agency, they will be asked to provide a complete copy of the specific file that the claim pertains to. The file may consist of paper or be an electronic one or a combination of the two. 

Fewer Than 90 Days and Counting . . . Are You Ready for the HIPAA Compliance Deadline?

By Michael A. Dowell. Esq. & Carol D. Scott, Esq. of Hinshaw & Culbertson LLP


Covered entities and business associates have fewer than 90 days, or until September 23, 2013, to come into full compliance with the HIPAA Omnibus Final Rule (the "HIPAA Final Rule"). The HIPAA Final Rule details several new requirements for covered entities and business associates and requires changes in policies and procedures of covered entities and business associates. 

Tips from an Actuary:

By Huggins Actuarial Services, Inc.

Hey California Self-Insurers, don't forget about SB 863

The Problem:


On September 18, 2012, California Governor Jerry Brown signed SB 863 into law, making many changes to California's workers' compensation system. This bill prevents "professional employer organizations," temporary agencies, and employee leasing organizations from being self-insured, as well as stopping an employer who has been illegally uninsured from becoming self-insured unless the employer receives approval from the Self-Insurers' Security Fund (SISF) via approval from The Office of Self Insurance Plans (OSIP). 


Do You Hide Your Money In The Furnace?                 

By Mark H. Snow, CEO of SafelyFiled.com, LLC


My Uncle Ed was born in 1919. He had 4 uncles, all born in the 1890's. His Uncle Frank is the one I remember best. These uncles lived through World War 1 and more importantly, the Great Depression.


Still Learning                                                               

By George Nordhaus of Agenciesonline.biz


Keeping clients content...

What does it take to keep our clients happy?


Ah...that is the $64 billion question! It gets harder to answer with each passing day, with each new GEICO (et al) TV ad, with the expansion of the Internet, with the major buying decision revolving more and more around price.


Insurance Coverage Tip

Matthew Heilmann of Martin & Company


According to various reports, the Kidnap & Ransom market is still a void that needs attention in the marketplace. Trends point to carriers adding new coverage parts to their existing Directors & Officers or Management Liability policies. 
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