Main Calendar
Insuring Vehicles, Equipment and Other Stuff That Moves – Personal & Commercial Lines
12:00 PM - 3:00 PM
Instructor: Samuel T. Bennett, CIC, AFIS, CRIS, CPIA If it’s designed to move it can break things and hurt people. Is it covered? If so, how and where? This presentation will explore how coverage may be found (or excluded!) for vehicles, equipment and ...
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
CPIA Advanced Seminar - An Agents Guide to Understanding and Mitigating Cyber Exposures
8:00 AM - 4:45 PM
During this program, participants are encouraged to focus on the exposures, insurance recommendations for coverage and risk management techniques used to identify, analyze, and control them. Having proper insurance along with implementing proper ...
An Hour with Sam: Commercial General (CGL) vs. Farm Liability: Key Differences for Farm Accounts
1:00 PM - 2:00 PM
Instructor: Samuel T. Bennett, CIC, AFIS, CRIS, CPIA NAME OF COURSE : An Hour with Sam: Commercial General (CGL) vs. Farm Liability: Key Differences for Farm Accounts INSTRUCTOR : Samuel T. Bennett, AFIS, CIC, CPRM, CRIS, CPIA TARGET AUDIENCE : P&C ...
Stinkin Rich, Insurance Poor: P&C Coverage Challenges for High-Net-Worth Individuals
8:00 AM - 11:00 AM
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 ...
Ethical Dilemmas in Insurance and the Responsibilities of Agents
12:00 PM - 3:00 PM
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 prospects and ...
The Fine Print: Understanding the Contractual Obligations of Your Insured
12:00 PM - 3:00 PM
Instructor: Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP You know the drill: insured signs contract, insured doesn’t understand contract, contract obligates insured to pay for something, insured gets angry, insured blames ...
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 ...
Marriage, Kids, Money, Assisted Living and Everything Between: Home and Auto Exposures For Life
8:00 AM - 11:00 AM
Instructor: Scott Treen, CIC, CPIA This course looks at several common home and auto policy concerns which may escalate during certain times of the insured’s life cycle. Issues created by marriage (and its dissolution), having kids, making money, ...
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 ...
An Hour with Dave: Coverages That Keep a Business Income Loss From Bankrupting You
1:00 PM - 2:00 PM
Instructor: David A. Thompson, CPCU, AAI, API, CRIS The direct damage event (think fire or hurricane) has come and gone. Your insured is now faced with a new dilemma: how to keep the money flowing or risk losing the business. This course reviews ...
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 ...
CPIA 1: Position for Success
8:30 AM - 4:15 PM
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. Competitive pressures; ...
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 ...
The STORM 2024 Edition: Commercial and Personal Lines Coverage Concerns in the Wake of a Big One
10:00 AM - 11:00 AM
Instructor: Kevin Amrhein, CIC, CBIA The big storm passes but leaves another in its wake. This course looks from both a commercial and personal lines perspective at the storm after the storm. Specifically, coverage issues resulting from Spoilage, ...
Cyber Coverage: Protecting Your Insureds From Hackers, Liars, & Really Bad Bots
8:00 AM - 11:00 AM
Instructor: Catherine L. Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS The technology upon which today’s business depends creates new exposures for our insureds. We will examine the most common first and third-party exposures, including the laws ...
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 ...
Forward and Backward: Insuring Emerging Risks, Surviving Deteriorating Markets
8:00 AM - 11:00 AM
Instructor: Patrick Wraight, ITP, CIC, CRM, CISR, AU, AINS This course highlights a few emerging risks such as cyber, cannabis, and artificial intelligence as well as coverage concerns posed by them. Additionally, the course will detail industry-wide ...
Commercial Property: Recent Changes and Crucial Concepts
12:00 PM - 3:00 PM
Instructor: David Thompson, CPCU, AAI, API, CRIS The Insurance Services Office’s (ISO) latest additions to its Commercial Property forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the ...
All-Things Ethics: Agent Obligations, Standards, Authority and More
12:00 PM - 3:00 PM
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 ...
“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 ...
Flood Insurance: What You Need to Know
12:00 PM - 3:00 PM
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 ...
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 ...
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 ...
Transportation Insurance: A Non-Standard Business Exposure
8:00 AM - 11:00 AM
Instructor: Robin Federici , CPCU, AAI, ARM, AINS, AIS, CPIW 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 ...
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 ...
Stinkin Rich, Insurance Poor: P&C Coverage Challenges for High-Net-Worth Individuals
8:00 AM - 11:00 AM
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 ...
Bots, Crypto, Weed and Other Risks You Never Imagined Insuring (But Here We Are)
12:00 PM - 3:00 PM
Instructor: Steven D. Lyon, CIC, CRM, CPCU, AAI, AIS, ARM, CRIS, MLIS Big data is watching your every move. Virtual currencies are powering transactions globally. Cars are driving themselves, stuff orbiting the earth can actually hurt you, ...
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 ...