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ACSR 4 - Agency E&O - Part 1

Total Credits: 2 including 2 Communications

Average Rating:
ACSR Bundle
ACSR Training |  Professional Development |  Professional Development - Agency Management
Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW
2 hrs
Access for 30 day(s) after program date.




 If you are seeking the ACSR credentialing designation you must accomplish this by purchasing the self-study materials and pass the exam included on The Institutes website - these webcasts are intended to SUPPLEMENT and serve as companion pieces to the self-study designation but will not replace the need to follow the steps required to attain the ACSR designation!


The Institutes, IIABNY and ABEN are pleased to provide viewers with excellent instruction which is intended to SUPPLEMENT the Accredited Customer Service Representative (ACSR) designation program offered on The Institutes website: If you are looking for distance learning instruction to assist in the preparation for ACSR credentialing exams, this ABEN course is a cost effective solution that provides guided instruction while also helping you to fulfill licensing CE requirements!

Educational Objectives:

  • Explain the purpose of transferring potential errors and omissions agency losses by means of an insurance policy.
  • Identify the legal sources for the agent’s authority in transacting insurance business.
  • Describe the major regulations at the federal level that have an impact on agency operations.
  • Explain the purpose for state regulations on an agency’s operations under the following:
  1. • Licensing of agents
  2. • Unfair trade practices
  3. • Unfair claim settlement practices
  4. • Handling of premiums
  5. • Selecting proper insurers
  • Prepare and present client proposals and quotes that comply with appropriate standards to minimize agency errors and omissions.
  • Place new business by completing the application with the insurer submission that properly fulfills the client’s insurance requirements.
  • Deliver the client the policy that is verified to be correct and in compliance with the client’s requirements.

Delivered in two segments (parts 1 & 2 do not have to be taken in order)

Even if you are not seeking the ACSR designation, the valuable content covered in the ACSR  Core modules 4 & 5 webcasts will:

  • Improve efficiency by accurately identifying and assessing errors and omissions risks
  • Support agency profitability with an enhanced understanding of how to build and retain customer relationships
  • Increase value to your agency and producers with better decision making and problem solving skills
  • Gain technical insurance training while improving your confidence and professionalism




Course Materials


Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW's Profile

Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW Related seminars and products

Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW is the founder and president of Insurance Education & Training Associates, LLC, headquartered in North Kingstown, Rhode Island.  IETA is a provider of CE approved P & C insurance educational programs.

Robin formed IETA in 2003, after serving the Independent Insurance Agents of Rhode Island for sixteen years, first as Director of Education and subsequently as Assistant Executive Vice President.  This followed a lengthy career in both underwriting and sales with insurance agencies and companies.

Robin has earned the following professional designations:
Chartered Property & Casualty Underwriter (CPCU) -- 1992;
Accredited Advised in Insurance  (AAI) -- 1987;
Associate in Risk Management  (ARM) -- 1999;  
Certified Professional Insurance Woman  (CPIW) -- 1981.  
Associate in General Insurance (AINS) -- 2011
Associate in Insurance Services (AIS) -- 2011.

She is a much sought-after speaker and educator in New England and has also made presentations in New Jersey, West Virginia and Florida.  

In addition to presenting seminars and workshops on a broad range of topics, Robin is a certified instructor for the Swiss Re Errors & Omissions program.  She facilitates the Associate in Insurance Services (AIS) designation program and the Accredited Adviser in Insurance (AAI) designation program, where she has achieved a 100% pass rate since 2008.

Robin is a technical insurance and agency management expert with the IIABA Virtual University.  This role, coupled with her extensive background in both the agency and company ranks and her love of teaching, adds a unique dimension and immediate and practical value to the programs she presents to insurance professionals.

Bio Revised 10/03/11


Mon, Sep 20, 2021 - 08:00am to 10:00am MDT
Mon, Oct 18, 2021 - 08:00am to 10:00am MDT
Mon, Nov 22, 2021 - 08:00am to 10:00am MST
Mon, Dec 20, 2021 - 08:00am to 10:00am MST



Overall:      4.8

Total Reviews: 249


Bridget N - Albany, New York

"Great job, engaging"

Deirdre D - Huntington Station, New York

"Nice presentation"

Nancy H - Brewster, New York

"Well-presented. Thank you."

Susan C - Syracuse, New York

"Very informative presentation!"

Mike C

"Very Good!"

John M - richmond, Virginia

"Excellent use of time!"

Carlton G - Newport News, Virginia

"Instructor was very knowledgeable!"

Conrad A - Bronx, New York

"Excellent information on how to operate on a daily basis."

Dennis L - Auburn, New York

"Always great courses and information."

Kelly C

"Nice course!"

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