Education Calendar
An Hour with Cathy: I Pay What?! How Commercial Policy Deductibles Work
10:00 AM - 11:00 AM
Instructor: Cathy Trischan This course is designed provide participants with the knowledge needed to properly advise commercial insureds about the amount of a loss for which they may be responsible. Provides one P/C hour CE credit
Certificates, Contractors, and You: Fights, Coverage Issues, Best Practices
12:00 PM - 3:00 PM
Instructor: Catherine L. Trischan 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 review many considerations for agents when ...
An Hour with Patrick: Reinsurance: How It Works & Why It Matters
10:00 AM - 11:00 AM
Instructor: Patrick Wraight Reinsurance costs always figure into the cost of providing insurance to the consumer but most of the time that’s in the background. Recently, reinsurance has figured prominently in the insurance marketplace because of a ...
Big Rig, Big Risk: Mastering Trucking Accounts
12:00 PM - 3:00 PM
Instructor: Robin Federici Society as we know it depends on the trucking industry getting from A to B unscathed. Sometimes, accidents happen. The Motor Carrier Coverage Form (MCCF) is at the core of many Motor Carrier/Trucking accounts. This course ...
Reasons Personal LInes are Broken (and What to Do About It)
12:00 PM - 3:00 PM
Instructor: Terry Tadlock Ride-sharing, drones, home rental, furnished autos, remote work and other issues testing common personal lines policies are reviewed in this course. Agents who attend will learn the depth of exposures and the best practices of ...
Liar!: An Agent's Role in Identifying & Handling Fraud
12:00 PM - 3:00 PM
Instructor: Kym Martell 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 spot then others. This ...
Why Inadequate EPLI Will Close Your Business (and What to Do About It)
8:00 AM - 11:00 AM
Instructor: Catherine L. Trischan 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 discussion of why ALL businesses big and small must ...
Ethics in Insurance: Protecting the Client and the Agency
12:00 PM - 3:00 PM
Instructor: Cathy Trischan Designed to teach insurance professionals about the various ethical responsibilities they have to insurance companies, to prospects and clients, and to others. To review E&O exposures often associated with questionable ...
An Hour with Dave: Rental Cars: Issues, Answers, Horror Stories
1:00 PM - 2:00 PM
Instructor: David A. Thompson Designed to teach insurance professionals about many exposures unique to renting vehicles. Approved for 1 P/C Hr
Just Use Mine: Home, Vehicle and Other Sharing Exposures Insurance Doesn’t Like
12:00 PM - 2:00 PM
Instructor:Daviid Thompson Vehicles, houses, garage space, swimming pools, scooters and many other exposures stemming from the shared economy require special attention from an insurance standpoint. Insurance pros who take this course will better ...
Homeowners Endorsements Insureds Don't Want (But Do Need)
8:00 AM - 11:00 AM
Instructor: Nicole Broch Designed to teach insurance professionals several examples of homeowners insurance coverage concerns and endorsements for both traditional and unusual homeowners exposures. Approved for 3 P/C Hrs
The Fine Print: Understanding the Contractual Obligations of Your Insured
12:00 PM - 3:00 PM
Instructor: Steven D. Lyon You know the drill: insured signs contract, insured doesn’t understand contract, contract obligates insured to pay for something, insured gets angry, insured blames insurer/agent.So goes the never-ending cycle of confusing ...
Ethics, Diligence, Success: What Agencies Need to Know
12:00 PM - 3:00 PM
Instructor: Steve Lyon Designed to teach insurance professionals about the importance of ethical decision-making, awareness of E&O exposures, and best practices of successful agencies. Approved for 3 ETH Hrs Approved for Utica credit.
Transportation Insurance: A Non-Standard Business Exposure
8:00 AM - 11:00 AM
Instructor: Robin Federici Annual transportation policies, Trip Transit policies, Motor Truck Cargo policies and Owners Form Motor Truck Cargo policies – all non-standard policy forms BUT most businesses have a transportation exposure! This course will ...
CGL Endorsements That Will Break Your Policy
8:00 AM - 10:00 AM
Instructor:Cathy Trischan To teach insurance professionals about endorsements that can restrict coverage under a Commercial General Liability Policy. Approved for 2 P/C Hrs
An Hour with Cathy: Understanding (Finally!) How Claims Made Policies Work
1:00 PM - 2:00 PM
Instructor: Catherine L. Trischan Designed to teach insurance professionals the basics of claims made coverage and some of the characteristics of coverage written on these forms. Approved for 1 P/C Hr
Social Security and Medicare: Your Questions Answered
12:00 PM - 3:00 PM
Instructor: CHRIS AMRHEIN 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 ...
CPIA 1: Position for Success
8:30 AM - 4:15 PM
Instructor: Brandi Anderson, CIC, CPIA During this workshop, participants focus on internal and external factors affecting the creation of effective business development goals. Factors discussed include: 1. Current state of the insurance marketplace; ...
Stinkin Rich, Insurance Poor: P&C Coverage Challenges for High-Net-Worth Individuals
12:00 PM - 3:00 PM
Instructor: Kym Martell 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 agents in the risk ...
Commercial Property: Claims, Coverages, Consequences
12:00 PM - 3:00 PM
Instructor: Terry Tadlock Designed to teach insurance professionals several exposures in commercial property insurance policies as illustrated by claims examples. Approved for 3 P/C Hrs
Eroding: The Personal Lines Implosion and What Happens Next
8:00 AM - 10:00 AM
Instructor:Nicole Broch Designed to teach insurance professionals about many issues contributing to personal lines market challenges. Approved for 2 GEN Hrs
An Hour with Nicole: Making Sense of Homeowners Deductibles (Once and For All!)
1:00 PM - 2:00 PM
Instructor: Nicole E. Broch, CIC, CISR, PLCS Designed to teach insurance professionals the application of deductibles in homeowners insurance. Approved for 1 P/C Hr
Definition of Insanity: Common Home and Auto Exposures We Know Are There & Do Nothing About
8:00 AM - 11:00 AM
Instructor: Scott Treen Designed to teach insurance professionals about several common coverage gaps in home and auto policies and how to address them. Approved for 3 P/C Hrs
Flood Insurance: What You Need to Know
12:00 PM - 3:00 PM
Instructor: David A. Thompson 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 training as set forth by ...
An Hour with Dave: Understanding Ordinance or Law (Because Insureds Still Don’t)
1:00 PM - 2:00 PM
Instructor: David A. Thompson Designed to teach insurance professionals about many issues attributed to Ordinance or Law exposures and the coverage designed to address them. Approved for 1 P/C Hr
Bad Machines, Evil People: The Latest In Cyber
8:00 AM - 11:00 AM
Instructor: Cathy Trischan Designed to teach insurance professionals about how to insure the most common cyber exposures. Approved for 3 GEN Hrs
Certificates, Contractors, and You: Fights, Coverage Issues, Best Practices
12:00 PM - 3:00 PM
Instructor: Catherine L. Trischan 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 review many considerations for agents when ...
Liar!: An Agent's Role in Identifying & Handling Fraud
12:00 PM - 3:00 PM
Instructor: Kym Martell 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 spot then others. This ...
Dawn of New Age or End of the World? Emerging Risks that Make You Wonder
12:00 PM - 3:00 PM
Instructor: Steve Lyon Designed to teach insurance professionals about several emerging exposures presented by advancements in technology, evolving regulations and other factors. Approved for 3 P/C Hrs
Homeowners Endorsements Insureds Don't Want (But Do Need)
8:00 AM - 11:00 AM
Instructor: Nicole Broch Designed to teach insurance professionals several examples of homeowners insurance coverage concerns and endorsements for both traditional and unusual homeowners exposures. Approved for 3 P/C Hrs
An Hour with Nicole: Personal Lines: Read the %^&* Form!
1:00 PM - 2:00 PM
Instructor: Nicole E. Broch Designed to teach insurance professionals about several coverage differences found in standard and non-standard personal lines forms. Approved for 1 P/C Hr
How It’s Built, How It’s Used, Will It Survive: Elements of Property Underwriting
8:00 AM - 11:00 AM
Instructor: Patrick Wraight 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 pros will have a better understanding ...
Why Inadequate EPLI Will Close Your Business (and What to Do About It)
12:00 PM - 3:00 PM
Instructor: Catherine L. Trischan 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 discussion of why ALL businesses big and small must ...
Reasons Personal LInes are Broken (and What to Do About It)
12:00 PM - 3:00 PM
Instructor: Terry Tadlock Ride-sharing, drones, home rental, furnished autos, remote work and other issues testing common personal lines policies are reviewed in this course. Agents who attend will learn the depth of exposures and the best practices of ...
An Hour with Cathy: I Pay What?! How Commercial Policy Deductibles Work
1:00 PM - 2:00 PM
Instructor: Cathy Trischan This course is designed provide participants with the knowledge needed to properly advise commercial insureds about the amount of a loss for which they may be responsible. Provides one P/C hour CE credit
Name That Endorsement: Business Auto and Commercial Property Edition
8:00 AM - 10:00 AM
Instructor:David Thompson Designed to teach insurance professionals about many endorsements designed for Business Auto policies and Commercial Property policies.Approved for 2 P/C Hrs
Ethics in Insurance: Protecting the Client and the Agency
12:00 PM - 3:00 PM
Instructor: Cathy Trischan Designed to teach insurance professionals about the various ethical responsibilities they have to insurance companies, to prospects and clients, and to others. To review E&O exposures often associated with questionable ...
An Hour with Dave: E&O: Talking Exposures with an Attorney
1:00 PM - 2:00 PM
Instructor: David A. Thompson Designed to teach insurance professionals about many common E&O exposures. Approved for 1 P/C Hr
CPIA 2: Implement for Success
8:30 AM - 4:15 PM
Instructor: Scott Treen, CIC, CPIA During this workshop, participants learn: 1. Specific tools for analyzing consumer need 2. How to utilize risk identification techniques to gather pertinent prospect information; 3. Skills necessary to ...
Bad Machines, Evil People: The Latest In Cyber
8:00 AM - 11:00 AM
Instructor: Cathy Trischan Designed to teach insurance professionals about how to insure the most common cyber exposures. Approved for 3 GEN Hrs
Ethics, Diligence, Success: What Agencies Need to Know
12:00 PM - 3:00 PM
Instructor: Steve Lyon Designed to teach insurance professionals about the importance of ethical decision-making, awareness of E&O exposures, and best practices of successful agencies. Approved for 3 ETH Hrs Approved for Utica credit
Eroding: The Personal Lines Implosion and What Happens Next
8:00 AM - 10:00 AM
Instructor:Nicole Broch Designed to teach insurance professionals about many issues contributing to personal lines market challenges. Approved for 2 GEN Hrs
An Hour with Nicole: Making Sense of Homeowners Deductibles (Once and For All!)
1:00 PM - 2:00 PM
Instructor: Nicole E. Broch, CIC, CISR, PLCS Designed to teach insurance professionals the application of deductibles in homeowners insurance. Approved for 1 P/C Hr
CPIA 3: Sustain Success
8:30 AM - 4:15 PM
Instructor: Scott Treen, CIC, 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 for ...
Stinkin Rich, Insurance Poor: P&C Coverage Challenges for High-Net-Worth Individuals
12:00 PM - 3:00 PM
Instructor: Kym Martell 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 agents in the risk ...
Why Are You Here?! Insurance Issues with the People and Stuff in Your House
8:00 AM - 10:00 AM
Instructor:Nicole Broch Someone moves in. Someone moves out. Stuff moves in. Stuff moves out. As your insureds’ situations change so do their insurance needs. Insurance pros who attend this course will gain expertise in how to handle several coverage ...
Flood Insurance: What You Need to Know
12:00 PM - 3:00 PM
Instructor: David A. Thompson 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 training as set forth by ...
Commercial Property: Claims, Coverages, Consequences
12:00 PM - 3:00 PM
Instructor: Terry Tadlock Designed to teach insurance professionals several exposures in commercial property insurance policies as illustrated by claims examples. Approved for 3 P/C Hrs
Social Security and Medicare: Your Questions Answered
12:00 PM - 3:00 PM
Instructor: CHRIS AMRHEIN 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 ...
Certificates, Contractors, and You: Fights, Coverage Issues, Best Practices
8:00 AM - 11:00 AM
Instructor: Catherine L. Trischan 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 review many considerations for agents when ...
Ethics in Insurance: Protecting the Client and the Agency
12:00 PM - 3:00 PM
Instructor: Cathy Trischan Designed to teach insurance professionals about the various ethical responsibilities they have to insurance companies, to prospects and clients, and to others. To review E&O exposures often associated with questionable ...
The Fine Print: Understanding the Contractual Obligations of Your Insured
12:00 PM - 3:00 PM
Instructor: Steven D. Lyon You know the drill: insured signs contract, insured doesn’t understand contract, contract obligates insured to pay for something, insured gets angry, insured blames insurer/agent.So goes the never-ending cycle of confusing ...
Liar!: An Agent's Role in Identifying & Handling Fraud
12:00 AM - 3:00 PM
Instructor: Kym Martell 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 spot then others. This ...
Big Rig, Big Risk: Mastering Trucking Accounts
8:00 AM - 11:00 AM
Instructor: Robin Federici Society as we know it depends on the trucking industry getting from A to B unscathed. Sometimes, accidents happen. The Motor Carrier Coverage Form (MCCF) is at the core of many Motor Carrier/Trucking accounts. This course ...
Just Use Mine: Home, Vehicle and Other Sharing Exposures Insurance Doesn’t Like
12:00 PM - 2:00 PM
Instructor:Daviid Thompson Vehicles, houses, garage space, swimming pools, scooters and many other exposures stemming from the shared economy require special attention from an insurance standpoint. Insurance pros who take this course will better ...
Reasons Personal LInes are Broken (and What to Do About It)
12:00 PM - 3:00 PM
Instructor: Terry Tadlock Ride-sharing, drones, home rental, furnished autos, remote work and other issues testing common personal lines policies are reviewed in this course. Agents who attend will learn the depth of exposures and the best practices of ...
Homeowners Endorsements Insureds Don't Want (But Do Need)
8:00 AM - 11:00 AM
Instructor: Nicole Broch Designed to teach insurance professionals several examples of homeowners insurance coverage concerns and endorsements for both traditional and unusual homeowners exposures. Approved for 3 P/C Hrs
An Hour with Nicole: Personal Lines: Read the %^&* Form!
1:00 PM - 2:00 PM
Instructor: Nicole E. Broch Designed to teach insurance professionals about several coverage differences found in standard and non-standard personal lines forms. Approved for 1 P/C Hr
Definition of Insanity: Common Home and Auto Exposures We Know Are There & Do Nothing About
8:00 AM - 11:00 AM
Instructor: Scott Treen Designed to teach insurance professionals about several common coverage gaps in home and auto policies and how to address them. Approved for 3 P/C Hrs
Stinkin Rich, Insurance Poor: P&C Coverage Challenges for High-Net-Worth Individuals
12:00 PM - 3:00 PM
Instructor: Kym Martell 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 agents in the risk ...
Eroding: The Personal Lines Implosion and What Happens Next
8:00 AM - 10:00 AM
Instructor:Nicole Broch Designed to teach insurance professionals about many issues contributing to personal lines market challenges. Approved for 2 GEN Hrs
CGL Endorsements That Will Break Your Policy
12:00 PM - 2:00 PM
Instructor: Cathy Trischan Designed to teach insurance professionals about endorsements that can restrict coverage under a Commercial General Liability Policy. Approved for 2 P/C Hrs
Why Inadequate EPLI Will Close Your Business (and What to Do About It)
8:00 AM - 11:00 AM
Instructor: Catherine L. Trischan 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 discussion of why ALL businesses big and small must ...
An Hour with Cathy: Understanding (Finally!) How Claims Made Policies Work
1:00 PM - 2:00 PM
Instructor: Catherine L. Trischan Designed to teach insurance professionals the basics of claims made coverage and some of the characteristics of coverage written on these forms. Approved for 1 P/C Hr
Commercial Property: Claims, Coverages, Consequences
12:00 PM - 3:00 PM
Instructor: Terry Tadlock Designed to teach insurance professionals several exposures in commercial property insurance policies as illustrated by claims examples. Approved for 3 P/C Hrs
Social Security and Medicare: Your Questions Answered
12:00 PM - 3:00 PM
Instructor: CHRIS AMRHEIN 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 Dave: Rental Cars: Issues, Answers, Horror Stories
1:00 PM - 2:00 PM
Instructor: David A. Thompson Designed to teach insurance professionals about many exposures unique to renting vehicles. Approved for 1 P/C Hr
Name That Endorsement: Business Auto and Commercial Property Edition
8:00 AM - 10:00 AM
Instructor:David Thompson Designed to teach insurance professionals about many endorsements designed for Business Auto policies and Commercial Property policies.Approved for 2 P/C Hrs
Ethics, Diligence, Success: What Agencies Need to Know
12:00 PM - 3:00 PM
Instructor: Steve Lyon Designed to teach insurance professionals about the importance of ethical decision-making, awareness of E&O exposures, and best practices of successful agencies. Approved for 3 ETH Hrs Approved for Utica credit
CPIA Advanced Course: E&O Loss Control for Agencies
8:30 AM - 4:15 PM
Instructor: Scott Treen Upon completion of this class, managers and supervisors will have the tools to take steps to initiate their own internal E&O loss control program in their agency and/or department. Non-management employees will feel empowered to ...
CPIA 1: Position for Success
8:30 AM - 4:15 PM
Instructor: Scott Treen, CIC, CPIA During this workshop, participants focus on internal and external factors affecting the creation of effective business development goals. Factors discussed include: 1. Current state of the insurance marketplace; 2. ...
CPIA 2: Implement for Success
8:30 AM - 4:15 PM
Instructor: Scott Treen, CIC, CPIA During this workshop, participants learn: 1. Specific tools for analyzing consumer need 2. How to utilize risk identification techniques to gather pertinent prospect information; 3. Skills necessary to ...
CPIA 3: Sustain Success
8:30 AM - 4:15 PM
Instructor: Scott Treen, CIC, 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 for ...