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E&O - Roadmap to Policy Analysis - Part 1 - Florida
Live Webcast

E&O - Roadmap to Policy Analysis - Part 1 - Florida

Total Credits: 2 including 2 CE Credit

Average Rating:
  4.7   (30 comments)
Errors and Omissions |  10% premium discount qualified
Faculty :
Jay Williams, CIC, CRM, AAI, AIP, ACSR
2 Hours
Access for 15 day(s) after program date.


Note - you must take both Parts 1 & 2 in order to qualify for the 10% premium discount

Description: E&O and loss control is the foundation of your agency. This course will highlight contract features of an insurance policy, their purpose and how they can be modified. This class will help insurance professionals with policy analysis and comparison and these concepts will assist in avoiding errors and omissions claims.

Course Materials


Jay Williams, CIC, CRM, AAI, AIP, ACSR Related seminars and products:

Jay Williams is a veteran of the insurance industry, starting his career in 1979.  His agency history includes being a producer, setting up and managing an agency marketing department, commercial lines manager, VP/agency operations manager, and an agency owner.


Jay worked with the Florida Association of Insurance Agents (FAIA) starting in 2000 as a sub-contractor and subsequently became a staff member in May of 2001.  He was the Managing Director of FAIA Member Services, Inc., the Association’s for-profit subsidiary.  In that capacity, Jay wrote and edited the study manuals for both the FL Agent and FL Adjuster licensing exams while also serving on the Exam Review Committee.


In 2009 Jay was recruited by Bankers Insurance Group to be the President of Bankers Underwriters, Inc., their sales and marketing subsidiary.  At the same time, he was also made President of Bankers Employer Services, Inc., their Professional Employer Organization set up for the purposes of distributing Workers’ Compensation through their Independent Agent network.


In 2012 Jay became the VP of Sales and Agency Relations for UPC Insurance Company based in St. Petersburg, FL.  Prior to stepping down from that position, he was instrumental in taking the company from single-state model to a multi-state organization currently writing in nine states and licensed in 18.


Currently, Jay is serving as the Interim Executive Director for Applied Client Network, the association of member users of Applied System agency management software.  In addition, he does industry consulting and expert witness work.


Jay has been teaching formal insurance classes since January, 2000.  He began teaching the Florida 200-hour pre-licensing class.  While with FAIA/FMS, he taught numerous technical insurance classes.  In addition, Jay is a highly respected authority on agency E&O loss control.  During his term at FAIA/FMS he served on IIABA’s Loss Control Working Group for a number of years and was a member of the Professional Liability Committee for IIABA that oversees the national Big I E&O programs when he left FAIA in 2009.  His experience on the agency, association, and company sides gives him a uniquely rounded perspective on the insurance industry.



State Specific Details

State Approval Information Details

FL  - This session has been approved by the DFS for two (2) hours of continuing education credits (intermediate), Agents: CE #98697 - CE0220- General Lines Other   

Emily Hirst

Education Coordinator

Florida Association of Insurance Agents

T. 850-893-4155 x.347  F. 850-668-2852



Overall:     4.7

Total Reviews: 713


Robert F - Marco Island, Florida

"Instructor was very knowledgeable and presented material well."

Lexus K - ,

"Great Webinar and very informative"

Taylor P - Palm Coast, Florida

"very clear explanation on all subjects. enjoyed the tone of the speaker."

John T - Pensacola, Florida

"Great Presentation "

Corey S - Safety Harbor, Florida

"Very informative. Thank you."

Ken G - Gainesville, Florida

"Very useful material "

Kevin G - ,

"I enjoy taking this style of class."

Bandy A - Boca Raton, Florida

"Great Class"

Diana R - Inverness, Florida

"Very beneficial course"

Johnathon K - ,

"Very informative"

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