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Catalog

Our risk management education programs are designed to increase your firm's knowledge of liability issues and to give your staff tools to prevent claims and mitigate losses. What's more, we reward our policyholders who take the time and effort to educate their employees—each policy year, firms that successfully complete an approved program can earn up to 10% credit toward their renewal premium (up to a maximum of $10,000 on the first $5 million of coverage).

To qualify for a Professional Liability Education (PLEP) premium credit, all required staff must complete and pass the course before you submit your renewal application so that the credit can be reflected on your policy binder (or before your policy anniversary date for multi-year policies). It's important to remember that no mid-term education premium credits will be processed.

Courses may be repeated after three years for firm premium credit and individual learning units. (Note for repeat continuing education credit for individuals, there must be three full calendar years between completions.)

You can enroll individuals in the courses shown here on a not-for-credit basis. That means enrolled participants who complete the program will receive certificates and earn learning units, but the firm will not qualify for premium credit. This is useful for new employees who need to catch up on course content, or for those employees that wish to earn learning units.

Contract Basics for Design Professionals

Description:

Contract Basics for Design Professionals is a one-hour course based on The XL Insurance Contract Guide for Design Professionals. This course will teach you some of the skills you'll need to help you develop fair, solid professional services agreements. Taking this course won't turn you into a legal expert. But it will give you an overview of some basic concepts about contracts. It will also provide suggestions on how to review contracts and help you spot troublesome areas.

Required Participants

  • Principals

Course CEU Value:

1.00

This course is Health, Safety and Welfare (HSW) Qualified.

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

Lessons in Professional Liability

Description:

"Lessons in Professional Liability" explores common causes of claims, presents ways to prevent and mitigate disputes, and teaches basic loss prevention techniques that can be applied in daily practice.

This is a hybrid program that requires the offline review of materials (provided in PDF format in the course) and an online test.

The four (4) continuing education units for this distance-learning course are based on the average time it takes to read the 151-page textbook. Participants should be prepared to download the textbook and read it before taking the online test.

Required Participants

  • Principals

Course CEU Value:

4.00

This course is Health, Safety and Welfare (HSW) Qualified.

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

Risk Drivers

Description:

With each project an A/E firm undertakes, the firm assumes risks in order for the client to achieve a successful outcome. But without a clear understanding of what causes claims, any project can feel like a house of cards. Risk Drivers is designed to give A/E firm principals and professionals a solid foundation to build upon.

Since risks are present throughout the entire project cycle- from client acquisition to project close-out-managing them is a constant activity. Based on our large body of claim data, this 1.25 hour course identifies the technical and non-technical causes of loss in A/E firms. In this course, you'll develop a better understanding of the dynamics of risk, learn the key areas that influence your firm's risk, and gain strategies to anticipate, manage and respond to risk.

Required Participants

  • Principals

Course CEU Value:

1.25

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

Managing Construction Phase Risks

Description:

The construction phase of a project brings a design firm's hard work to realization. By approaching this phase proactively, A/Es can exercise greater control over the interpretation of the final design, address questions and problems as they arise, and support the client's objectives more effectively. But anyone who has been involved in construction phase services knows the process also has plenty of traps for the unwary, traps that can leave firms open to a professional liability claim.

This 1.25 hour course begins with an overview of XL Group's Risk Drivers research, highlighting how many of factors are linked or related to CA services. Participants will review of the purpose and importance of CA services, typical CA activities and best practices in each of these areas. The course identifies how to spot and manage disputes, takes a look at project close-out procedures and wraps up with an opportunity for the participants to reflect on potential areas of improvement.

Required Participants

  • Principals

Course CEU Value:

1.25

This course is Health, Safety and Welfare (HSW) Qualified.

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

XL Catlin Contract eGuide

Description:

Updated in 2014, XL Catlin Contract eGuide for Design Professionals, A Risk Management Resource for Architects and Engineers is an authoritative guide to issues and trends in contracts, claims and practice management, reflecting more than 40 years of experience, research and analysis in handling the insurance and loss prevention needs of design professionals. The Contract eGuide includes a wealth of information on contract basics and provides step-by-step suggestions for reviewing client-drafted agreements. It also addresses the problems associated with more than 100 commonly used contract provisions, and it offers solutions, including sample contract language.

Document Retention: Keys to Maintaining Files and Minimizing Risk

Description:

A well-written and consistently applied Document Retention Policy is a valuable tool for avoiding or defending against claims. This mobile friendly and engaging course has three 10-15 minute bite-size lessons with interactive video clips that illustrate valuable tips and recommended best practices. It provides a road map for developing and implementing a customized Document Retention Policy for your firm. You’ll learn how a consistently applied policy saves valuable time researching and retrieving information. Includes information on key court cases that are impacting the way you need to store and retrieve information.

Required Participants

  • Principals

Course CEU Value:

1.00

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

Value Pricing: The Easiest Path to Profitability

Description:

A typical A/E firm can increase its profits by about $300,000 per year if it can raise its prices by just 5%—it’s not easy but consider the alternative. This webinar will show you how to add more value so your client’s won’t resist your price increases

Learn how to:

  • Identify the sources of client value on design projects through specific examples in the design sector.
  • Measure the impact of different pricing strategies and to determine which most benefits your particular portfolio of clients.
  • Recognize that cost-plus pricing may underprice the value you add to design projects and short-change the firm.
  • View the sources of client value as pricing triggers, allowing you to better price the true value you bring to your clients’ projects.

Required Participants

  • Principals
  • Professionals

Course CEU Value:

1.50

Completion Requirements

All of your firm's principals and professionals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

Keeping Projects Under Budget & On Schedule

Description:

It’s bad enough that project budget problems can cost your firm big bucks. Even worse, they can create serious liability concerns. The key to successful financial management of projects is the consistent use of earned value analysis (EVA).

Required Participants

  • Principals

Course CEU Value:

1.00

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

Contract Review Focus on Liability

Description:

Even the simplest project can be risky. Some contract provisions could transfer inordinate amounts of project risk onto your shoulders, jeopardize your insurance or make demands that you cannot reasonably fulfill.

At the same time, there are many contractual provisions that can help lessen your risk and maintain the protection of your professional liability insurance.

This 60 minute e-learning course will identify and discuss some of these provisions and explain how to negotiate appropriate terms and conditions in your client contracts.

Required Participants

  • Principals

Course CEU Value:

1.00

This course is Health, Safety and Welfare (HSW) Qualified.

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

Managing Scope Creep & Other Project Changes

Description:

Diogenes said, “The only constant is change.” Unfortunately, many designers seem to believe that once they have finished their design the project execution is simply a matter of following the check sheets. Change orders appear from all sides, owner and contractor personnel are rotated out, schedules creep, budgets grow: all of these are examples of everyday changes in the design and construction world. This joint webinar by PSMJ and XL Insurance’s Design Professional Group discusses change in the project environment, how you can anticipate it, and how you can manage the change process.

Required Participants

  • Principals

Course CEU Value:

1.00

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

Negotiations: Strategies for Better Client Agreements

Description:

Negotiations can be a great opportunity to forge client relationships, manage risk and set the stage for project delivery. Using knowledge checks and unique exercise scenarios, this course outlines varying negotiations styles and how these styles engage with each other. You'll learn strategies and tactics that can improve negotiation outcomes and walk away with an action plan to put what you've learned to use in your firm. The course takes 60 minutes to complete. For convenience, the course can be taken in four 15-minute segments or in one 60 minute session.

Required Participants

  • Principals

Course CEU Value:

1.00

This course is Health, Safety and Welfare (HSW) Qualified.

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

Quality and Risk Management for Smaller Firms

Description:

A/E firms—large and small—know the challenge is to please the client and make a profit doing it. And that creates another challenge: avoiding the risk of errors and omissions. For smaller firms, risk management is an even more important issue--one mistake can wipe out your firm completely! But because smaller firms don't have the resources of larger firms, it's the non-technical risk and quality issues that are frequently overlooked.

Required Participants

  • Principals

Course CEU Value:

1.00

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

Developing Your Project Management Plan: Why Failing to Plan is Planning to Fail

Description:

This webinar discusses how to create a successful project plan. Project planning should not only anticipate design challenges, but should anticipate risk, potential mid-project changes, and schedule upsets. Learning how to create a project plan before the project begins allows a firm to think through the potential alternatives and map out a plan of action.

Required Participants

  • Principals

Course CEU Value:

1.50

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

Cyber Risk and Design Professionals

Description:

Find out about the duties and associated risks you take on when handling client or employee related data such as: Personally Identifiable Information (PII), Protected Health Information (PHI) or Contracts containing confidential or proprietary information. Understand the types of cyber threats that can jeopardize your reputation and your profitability. Learn what to do if your cyber security is breached. We’ll also explain what cyber-related liabilities are covered in an XL Catlin professional liability policy and what is covered by a Cyber Suite endorsement.

Required Participants

  • Principals

Course CEU Value:

1.50

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

Scope & Change Management Effective Management of Project Change

Description:

One of the biggest issues that all architects, designers and engineers struggle with is change management. Identifying, communicating and obtaining budget approval for providing additional scopes of work is a key to successful project performance. This program provides the insight and tools to ensure greater success in obtaining client approval for your additional project work.

Required Participants

  • Principals

Course CEU Value:

1.00

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

Communications & Design Professionals

Description:

Communication influences all aspects of your project cycle. Learn to recognize the basics of effective communication and determine how poor communication can hurt your business; identify common communication breakdown and challenges and implement opportunities for improving communication in your firm.

This immersive and engaging eLearning course includes top level features to increase retention and motivation and uses the latest web technologies that automatically adapt courses for the best optimal experience.

Required Participants

  • Principals

Course CEU Value:

1.50

This course is Health, Safety and Welfare (HSW) Qualified.

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

Contract Review: Key Provisions - Raising the Bar

Description:

This e-learning course explores the contract provisions that can raise the standard of care and offers suggested language to make the architect's contract insurable, such as agreeing to complying with all laws, codes, rules and regulations. Contracts that are insurable affords the owner and the public the protection provided by the architect's professional liability coverage in the event of a claim of negligence.

Required Participants

  • Principals

Course CEU Value:

1.00

This course is Health, Safety and Welfare (HSW) Qualified.

Completion Requirements

All of your firm's principals must complete the course with a score of 80% or higher (they are allowed one retake).

Premium Credit:

PLEP premium credit is given only at renewal (or at anniversary for multi-year policies). It is your responsibility to ensure that the course is completed prior to renewal and that the credit is reflected on your policy binder.

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