Valid 3 CE: CA, ID, MT, NV, OR, WA
Eligible for Utica E&O Discount
Becky Lathrop, CIC, CPIA
Becky Lathrop, is a Certified Insurance Counselor, Certified Professional Insurance Agent, has a degree in Risk Management and Insurance from Florida State University, and has been working in the insurance industry for over 30 years. She has a diverse background in the insurance business, and has spent the majority of her professional career in industry positions such as Business Consultant, Sales Manager, Underwriting Consultant, Financial/Market Analyst, and Portfolio Manager.
During the last 10+ years, Becky has been helping agencies throughout the United States grow profitably by counseling them in areas such as workflow management, staff organization and stratification, sales/marketing business plans, client retention, strategic planning, and producer compensation. She has also developed a Marketing/Profitability workshop to help agencies manage their loss ratios and to assist them with capitalizing on agency growth and contingency bonus opportunities. Becky has written and had published several articles on a variety of insurance topics.
Becky is Vice President of Optimum Performance Solutions, LLC, a company that offers management consulting services on a nationwide basis to insurance agencies and carriers. Her agency and corporate experiences provide unique perspectives when assisting her clients. OPS is also an endorsed consulting firm for several state insurance associations.
This course will analyze the current agency environment for potential E&O claims exposures and review preventative measures available to protect agents from financially harmful mistakes.