“We had Peter James come into our office and provide a lunch and learn session. Not only did he teach great material customized for my agency but we also had a lot of fun doing it. There are so many things that go on in an agency environment that it is very helpful just to take a little time and review E&O issues and at the same time do a bit of an assessment on what needs to be strengthened. Thank you Peter for offering this value added service and I would highly recommend this for everyone!”
Joel D. Broersma, CFP
Broersma & Associates, LLC
National Director of Agencies
"Our staff very much enjoyed the ‘Agents E&O – Items To Know’ class. By having the class in our office, we were able to have most of our staff attend and participate in the E&O prevention discussion. We look forward to the next lunch and learn E&O class."
Ford Insurance Agency Inc
"Peter James came out to our office and provided us with some very valuable training on Agents E&O - Items To Know. He shared examples of potential E&O problems that occur in the insurance business and gave us some important tips on things to do that would help to protect our exposure in the agency. Our entire staff went through this short but valuable training and we would highly recommend it as a valuable interactive educational tool regarding E&O."
Gentner Insurance Agency