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Agency Management Based E&O and Ethics - UPDATE

Total Credits: 3 including 3 CE Credit

Average Rating:
Errors and Omissions |  Other E&O Training |  Ethics |  Professional Development |  Professional Development - Agency Management
Terry L. Tadlock, CIC, CPCU, CRIS
3 hrs
Product Setting: Expires 30 day(s) after program date.




Course Description:

This is not your usual Ethics and E&O course.  Rather than focusing on what you're doing wrong, this program deals with structuring your agency in a way that will reduce the likelihood of having an E&O claim while firmly establishing proper ethical standards.  We will address some issues every organization needs to face such as: Agency Culture, Management Styles, Policy and Decision Making, Team Building,  Ethics through Transparency.  By establishing a proper culture within the agency, managing E&O exposures and setting professional ethical standards becomes much more efficient and effective.




Course Materials


Terry L. Tadlock, CIC, CPCU, CRIS's Profile

Terry L. Tadlock, CIC, CPCU, CRIS Related Seminars and Products

Industry Expert Presenter


Terry is a 40-year veteran of the insurance industry. In an attempt to enjoy a little slower paced life, he has joined the Correll Insurance Group of agencies as the President of Coastal Plains Insurance, LLC (CPI) and South East Coastal Underwriters (SECU) in beautiful Hilton Head Island, South Carolina. Terry is part owner and responsible for the day to day operations of CPI and SECU. Prior to Terry's joining CPI he was owner and CEO of Florida Insurance Educators, Inc. which is an insurance education and consulting firm that in conjunction with Florida Insurance School worked with state and national organizations providing a variety of educational courses and consulting services. Terry continues to accept national speaking engagements and writes technical articles for a variety of state and national insurance publications. In his spare time Terry is also recognized by Federal and State courts as an expert on insurance coverages and serves as an expert witness. Terry began his career in 1979 in Florida. The majority of his time was spent as the principal of an independent insurance agency in Florida where he specialized in a variety of Professional Liability programs as well as designing several specialty programs serving the Construction industry. Terry has also worked with the Florida Department of Insurance where he was the Administrator of Agents Licensing. His primary responsibilities included the approving individuals for agent licensing and supervision the writing of all state insurance examinations. During this time, he also represented the state of Florida on the National Test Development Committee which sets standards for agents licensing examinations. Currently, Terry holds a Certified Insurance Counselor (CIC) designation and is a National Faculty Member of the Society. In addition, he serves as the Educational Consultant in the State of North Carolina. Terry also holds a Chartered Property and Casualty Underwriter (CPCU) and Construction Risk and Insurance Specialist (CRIS) professional designations. 


Wed, May 29, 2024 - 08:00am to 10:56am EDT
Mon, Jun 10, 2024 - 11:00am to 01:56pm EDT
Thu, Jun 20, 2024 - 02:00pm to 04:56pm EDT
Tue, Jul 02, 2024 - 08:00am to 10:56am EDT
Wed, Jul 17, 2024 - 11:00am to 01:56pm EDT
Wed, Aug 14, 2024 - 02:00pm to 04:56pm EDT
Thu, Aug 29, 2024 - 08:00am to 10:56am EDT
Mon, Sep 16, 2024 - 11:00am to 01:56pm EDT
Thu, Sep 26, 2024 - 02:00pm to 04:56pm EDT
Mon, Oct 07, 2024 - 08:00am to 10:56am EDT
Wed, Oct 23, 2024 - 11:00am to 01:56pm EDT
Thu, Nov 14, 2024 - 02:00pm to 04:56pm EST
Mon, Nov 25, 2024 - 08:00am to 10:56am EST
Fri, Dec 06, 2024 - 11:00am to 01:56pm EST
Thu, Dec 19, 2024 - 02:00pm to 04:56pm EST

State Specific Details

State Approval Information Details KY - This course is approved for 3 hrs Ethics credit - Course # C23181

Promo Video



Overall:      4.8

Total Reviews: 1000