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How to Fairly Compete as an Insurance Professional in a Regrettably Confusing and “Not So Free” Enterprise System
(2 hrs, Course No. 191248) by Kristi Dean and Robyn McKibbin of Stone | Rosenblatt | Cha
This seminar is designed to inform the insurance professional of the statutory and case law regarding fair and unfair competition. This aspect of law affects the hiring of employees from competitors, the protection and preservation of trade secrets and proprietary information (such as renewal lists, underwriting guidelines, marketing strategies), and what constitutes false advertising. It will educate the attendees on what constitutes proprietary information and trade secrets, how to protect such information from disclosure, and what to do if that information gets into the hands of a competitor. We will address topics such as employment contracts, and the types of non-competition and non-solicitation provisions between an insurance brokerage and its employees.
11:30 - 12:30 p.m. Lunch and Visit with the Vendors!
12:30 - 2:30 p.m.
Playing the Litigation Game: Documentation and the Successful Defense of E&O Claims
(2 hrs, Course No. 230450) by Kristi Dean and Robyn McKibbin of Stone | Rosenblatt | Cha
This seminar is designed to inform the insurance professional about the need for proper documentation of underwriting files, and the impact it may have on the ability to defend against errors and omissions claims. It will educate the attendees on ways to avoid unnecessary E&O claims through proper documentation and effective communication, and will address many real-life case studies where improper documentation resulted in liability assessed against insurance professionals.
Click here for further information about Kristi Dean 
 Click here further information about Robyn McKibbin
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