Insurance Agent E&O Episode 1

E&O Top Ten Tips Series (1)

In the first episode of Insurance Agent E&O, Dana Gittleman and Jeremy Zacharias from Marshall Dennehey delve into essential risk management tips for insurance professionals. They emphasize the importance of memorializing communications, the implications of proper documentation, and the critical nature of preserving attorney-client privilege. This episode provides valuable insights into handling claims effectively and navigating complex professional liability issues. Stay tuned for more practical tips and best practices in the forthcoming episodes of the series.

Featured on This Episode
Host
Dana A. Gittleman, Esq.
Shareholder, Marshall Dennehey
Dana A. Gittleman is a shareholder in Marshall Dennehey’s Professional Liability Department in Philadelphia where she focuses on the defense of claims and lawsuits brought against insurance agents and brokers, real estate professionals, attorneys, directors and officers, and large product manufacturers.
Host
Jeremy J. Zacharias, Esq.
Shareholder, Marshall Dennehey
Jeremy J. Zacharias is a shareholder in Marshall Dennehey’s Professional Liability Department. Jeremy focuses his practice on representing and defending various licensed professionals facing professional liability claims including attorneys, accountants, insurance producers, corporate directors and officers, and financial institutions, among others. He also represents clients in privacy and data breach matters and handles cases involving intellectual property, copyright and trademark infringement. Jeremy received his Juris Doctor from Rutgers University School of Law and received a Bachelor of Science Degree from the LeBow College of Business at Drexel University.
Episode #

1

Month

June

Year

2025

Business Line

Errors and Omissions (E&O)

Topic

Professional Liability (PL) Insurance

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