Education Calendar
Liar!: An Agent's Role in Identifying & Handling Fraud
8:00 AM - 11:00 AM
Instructor: Kym Martell, CRM, CIC, CRIS, AAI, MLIS They’re out there. And with a bit of misfortune, some may find their way into your book of business. You already know that insureds and prospects who engage in fraud are bad news but some are harder to ...
Mastering Business Income: Tools & Tips to Keep Insureds Flush
12:00 PM - 3:00 PM
Instructor: Terry L. Tadlock, CIC, CPCU, CRIS Many insurance pros know it’s the (indirect) loss after the (direct) loss that kills the business. Unfortunately, many lack an understanding of Business Income and related coverages to the point where such ...
Ethical Dilemmas in Insurance and the Responsibilities of Agents
8:00 AM - 11:00 AM
Instructor: Catherine L. Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to ...
An Hour with Cathy: Certificates of Insurance - Headaches and Remedies
1:00 PM - 2:00 PM
Instructor: Catherine L. Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS This course will familiarize the participants with some of the issues faced by insurance professionals when they issue Certificates of Insurance for their customers. Approved ...
CPIA 3: Sustain Success
8:30 AM - 4:15 PM
Instructor: Heath Shearon, CPIA This workshop focuses on fulfilling the implied promises contained in the insuring agreement. Participants will: 1. Review methods of providing evidence of insurance coverage; 2. Discuss policies and procedures ...
An Hour with Nicole: Everything You Need to Know About Insuring Work-From-Home Exposures
10:00 AM - 11:00 AM
Working from home has become a staple of employment in America.Whether the“WFHomer” is doing so on behalf of an employer or running his/her own business, reliance on the homeowners policy is risky.In this course we’ll look at the unendorsed ISO ...
Claims That Will Convince Your Insured to Enhance Their Homeowners Coverage
12:00 PM - 3:00 PM
Instructor: Nicole E. Broch, CIC, CISR, PLCS To save a few bucks, consumers are quick to strip off valuable coverage from their homeowners policy and/or buy coverage that doesn’t match their exposure. This course will review several claims and coverage ...
An Hour with Sam: Liability Concerns in the Personal Auto Policy
10:00 AM - 11:00 AM
Instructor: Samuel T. Bennett, CIC, AFIS, CRIS, CPIA The Insurance Services Office (ISO) Personal Auto Policy (PAP) is the most frequently written coverage form in our industry. Regardless, this form has many ‘mysteries’ – for both the insurance ...
Certificates, Contractors, and You: Fights, Coverage Issues, Best Practices
12:00 PM - 3:00 PM
Instructor: Catherine L. Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS Contractor insureds and their agents are all-too-familiar with issues regarding Certificates of Insurance as well as endorsements often requested with them. This course will ...
An Hour with Dave: What Everyone Must Know About Flood
1:00 PM - 2:00 PM
Instructor: David A. Thompson, CPCU, AAI, API, CRIS Join flood guru David Thompson for an hour of discussion on several issues and updates regarding flood insurance and the National Flood Insurance Program. Approved for 1 P/C Hr
Flood Insurance: What You Need to Know
8:00 AM - 11:00 AM
Instructor: David A. Thompson, CPCU, AAI, API, CRIS Join flood guru David Thompson for a discussion on many factors regarding flood insurance and the National Flood Insurance Program. This course follows the general curriculum for flood insurance ...
Why Inadequate EPLI Will Close Your Business (and What to Do About It)
12:00 PM - 3:00 PM
Instructor: Catherine L. Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS Many businesses do not carry Employment Practices Liability Insurance (EPLI) and some that do have confusing policies with limited coverage. This course begins with a ...
All-Things Ethics: Agent Obligations, Standards, Authority and More
8:00 AM - 11:00 AM
Instructor: Steven D. Lyon, CIC, CRM, CPCU, AAI, AIS, ARM, CRIS, MLIS This course uses a variety of scenarios to assist agents in ethical decision making. We will review several examples of agent obligations to insureds, carriers and others. We will ...
The Bad Thing Happened: Handling Commercial Claims & Coverage Disputes
12:00 PM - 3:00 PM
Instructor: Terry L. Tadlock, CIC, CPCU, CRIS This course looks at several common commercial lines insurance policies and examples of actual claims that challenged the coverage (or lack thereof) provided. Agents who take this course will gain ...
An Hour with Dave: All-Things Ordinance or Law (Personal and Commercial)
1:00 PM - 2:00 PM
Instructor: David A. Thompson, CPCU, AAI, API, CRIS While many insurance pros are familiar with the term “Ordinance or Law”, many don’t have a keen understanding of its role in a homeowners or commercial property policy. This course reviews examples of ...
“Wait…What the #^&* Just Happened?!” Fourteen Personal Lines Issues To Know Before It’s Too Late
8:00 AM - 11:00 AM
Instructor: Scott Treen, CIC, CPIA This course dives deep into common personal lines policies to pull out fourteen frequently misunderstood coverage issues. Insurance pros who attend this course will gain valuable insight into these issues, how they ...
Social Security and Medicare: Your Questions Answered
12:00 PM - 3:00 PM
Instructor: CHRIS AMRHEIN, AAI This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the ...
An Hour with Nicole: Why Personal Lines Deductibles Always Confuse Insureds
10:00 AM - 11:00 AM
Instructor: Nicole E. Broch, CIC, CISR, PLCS Deductibles are commonly understood when agents sell and service a policy. However, applying deductibles to a loss may work a little differently than insureds (and sometimes agents!) expect. This course uses ...
Inflation and Personal Lines: Helping Insureds Understand Why It Matters and What to Do
12:00 PM - 3:00 PM
Instructor: Nicole E. Broch, CIC, CISR, PLCS Personal lines insurance consumers know the pinch of inflation on seemingly all goods and services. What’s the impact on personal insurance rates and coverage? This course reviews several factors as to how ...
Homeowners Deep-Dive: What You Need to Know About the Most Recent Forms
8:00 AM - 11:00 AM
Instructor: David Thompson, CPCU, AAI, API, CRIS After many years in the making, the Insurance Services Office’s (ISO) latest edition of its Homeowners forms contain numerous features not seen in prior editions. Insurance pros who take this course ...
Social Security and Medicare: Your Questions Answered
12:00 PM - 3:00 PM
Instructor: CHRIS AMRHEIN, AAI This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the ...
How It’s Built, How It’s Used, Will It Survive: Elements of Property Underwriting
12:00 PM - 3:00 PM
Instructor: Patrick Wraight, ITP, CIC, CRM, CISR, AU, AINS This course reviews many factors of a building’s construction and occupancy and how underwriters use data to determine and classify a property risk. After taking this course, insurance ...
Mastering Business Income: Tools & Tips to Keep Insureds Flush
12:00 PM - 3:00 PM
Instructor: Terry L. Tadlock, CIC, CPCU, CRIS Many insurance pros know it’s the (indirect) loss after the (direct) loss that kills the business. Unfortunately, many lack an understanding of Business Income and related coverages to the point where such ...
Ethical Dilemmas in Insurance and the Responsibilities of Agents
8:00 AM - 11:00 AM
Instructor: Catherine L. Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to ...
Stinkin Rich, Insurance Poor: P&C Coverage Challenges for High-Net-Worth Individuals
12:00 PM - 3:00 PM
Instructor: Kym Martell, CRM, CIC, CRIS, AAI, MLIS Personal lines insurance pros often face challenges when trying to identify and place exposures unique to high-net-worth individuals. This course is a deep-dive into many such exposures and will assist ...