Education Calendar
For any assistance with registration call the office at 401.732.2400
AILP Issues: Agent's E&O - Legal Duties, Data Risk & Operational Risk Management
Tuesday, October 20, 2026 (1:00 PM - 4:00 PM) (EDT)
Description
Today’s insurance agencies face more than just coverage challenges — they face compliance, data security, and E&O exposure at every turn. Through case studies, practical examples, and compliance guidance, agents will gain the tools to identify risk, strengthen procedures, and safeguard their agencies from costly mistakes.
Participants will learn how to navigate the agent’s legal duties and standard of care, manage binding authority, protect personal data, and document client communications effectively. The class also tackles hot-button issues like Certificates of Insurance, higher-limit discussions, surplus lines placements, and the growing overlap between E&O and cyber liability.
Key Topics Include:
• Standard of care and the agent’s legal duty
• Data privacy compliance and cyber exposures
• Binding authority and underwriting guidelines
• Certificates of Insurance and documentation standards
• ACT best practices for texting and e-delivery
• Internal controls, disclaimers, and staff accountability
This class is Swiss Re and Utica approved
CEs: 3 P&C RI
Member: $175 | Non-Member: $225
Sarah Ribera
1:00pm - 4:00pm
E&O
AILP
2026 New Classes
Not finding what you need?
ABEN On-Demand Courses are available anytime on your schedule.
FAQS
Live Classes:
Doors open: 8:45 am
Classes Begin: 9:00 am
📍 2400 Post Road, Warwick, RI
Virtual Classes:
Attendees will receive Zoom information one day before classes begin.
Member Pricing:
You must confirm your email or use your previous username and password to confirm membership.
CIC & CISR:
CIC & CISR classes are provided through a marketing arrangement with MAIA. Clicking on these classes will redirect you to the MAIA website.
CANCELLATION POLICY:
To receive a full refund, IIARI must receive a cancellation request three days (3) before the class and any study material must be returned. Requests received within the three (3) day period are subject to a 20% cancellation fee. “No Shows” forfeit the entire registration fee.