Professional Office Risk Management
This course concentrates on building a risk management plan for professional office operations. Specialty liability and cyber risks round out this course.
One Hour CE Approved
British Columbia Saskatchewan Manitoba
Risk Management Offices
Review professional office risk management, including E&O, claims-made coverage, cyber risk, records, confidentiality, employee controls, business continuity, contracts, regulatory defence, and reputation.
Professional Liability
Review professional liability insurance, including E&O and malpractice exposures, claims-made triggers, retroactive dates, tail coverage, key exclusions, and broker/client placement considerations.
Data Compromise
Learn how Data Compromise coverage responds to privacy breaches, notification costs, credit monitoring, PR support, privacy liability, regulatory defence, and underwriting issues for Canadian P&C brokers.
About the course
Professional organizations face risks that extend well beyond their physical premises. This course examines how Professional Liability (Errors & Omissions), cyber privacy exposures, and operational risk management work together to protect businesses whose greatest asset is their expertise and the confidential information they hold. You'll learn how claims-made coverage, retroactive dates, and tail coverage protect against financial loss arising from professional errors, while also exploring the growing importance of data compromise response, privacy obligations, cyber incident planning, document retention, contractual liability, employee controls, and reputation management. The course emphasizes the broker's role in identifying professional service exposures, preserving coverage continuity, recommending appropriate cyber and crime protection, and developing integrated risk management strategies for professional offices. By the end of this course, you'll be better equipped to design comprehensive insurance programs that protect professional firms from financial, regulatory, and reputational losses in an increasingly data-driven environment.
Meet Your Instructor
For more than four decades, Todd Hochban has worked with Canadian insurance brokers, helping them better understand property and casualty insurance through practical, real-world education. As a seasoned educator, industry speaker, and course developer, he has trained thousands of brokers across Canada, translating complex insurance concepts into clear, actionable learning. Every BrokerBytes course is designed with one goal in mind: to provide practical knowledge that brokers can immediately apply in conversations with clients, underwriting submissions, and claims situations. Rather than focusing on theory alone, these lessons emphasize the issues brokers encounter every day. Whether you're new to the industry or building on years of experience, BrokerBytes delivers concise, focused learning designed for today's busy insurance professional.