PMAR Managing Broker Forum - E&O Insurance & Risk Management

Description

PMAR Managing Principal Broker Forum
Protect Your Brokerage: E&O Insurance and Practical Risk Management

Friday, November 20, 2026
9:00–10:30 a.m. Pacific | Virtual via Zoom

Included with your PMAR membership, Non-Members $39

A client complaint or transaction dispute can put your brokerage at risk. Understanding when to report a potential claim, what your E&O policy covers, and how to strengthen everyday office practices can help protect your business.

Join Chad Wenzelspratt of Pearl Insurance for a practical look at Errors & Omissions (E&O) insurance and claim prevention through the lens of brokerage leadership. We’ll explore common sources of liability and steps you and your brokers can take to protect clients, strengthen transaction records, and reduce exposure.

Topics include:

Understanding E&O coverage, key exclusions, and potential coverage gaps.

Recognizing potential claims and responding promptly.

Reducing risks related to misrepresentation and failure to disclose.

Strengthening documentation, disclosure practices, and office procedures.

Using qualified experts and keeping advice within your professional expertise.

Who should attend?
Managing principal brokers, authorized managing principal brokers, brokerage owners, team leaders, and anyone holding an Oregon principal broker license.

About the instructor:
Chad Wenzelspratt, CIC, CRM, is a Senior Producer and Real Estate Risk Management Subject Matter Expert with Pearl Insurance. With more than 16 years of experience serving real estate professionals, he helps brokerages understand E&O coverage, identify exposures, and implement practical strategies to prevent claims. A U.S. Marine Corps veteran, Certified Insurance Counselor, and Certified Risk Manager, Chad brings a practical, education-focused approach to protecting real estate businesses.

PMAR CE Attendance Requirement: To receive CE credit, attendees must remain on camera, visibly present, and actively engaged throughout the class. Attendees must participate from a stationary location and may not be driving, walking, exercising, or participating in other activities during instructional time.