Fri., June 4, 2010: New Business Workflow for Small Commercial or Personal Lines
— Virginia M. Bates, L.I.A.
Level: Designed for all insurance pros
- NYCE: 1 BR, C3, PC, PA ( NYCR-226344)
- CTCE: 1 PC (104204)
- NJCE: 1 GEN (88890113)
CE applies only to live Lunch and Learn Webinars, NOT for the On Demand download. Every person who needs CE must sign up individually, be at his/her own computer and pay the appropriate registration fee.
Insurance industry expert Virginia Bates, L.I.A. brings her expertise to PIA Webinar Central!
Every CSR is busy....every principal wants accounts rounded...and revenue created! This Webinar will help you find time to do your work more efficiently and create opportunities from each new quote. You will learn helpful tips on reducing steps in the quoting process, creating more marketing info for tracking and tips on writing more business.
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Order your copy here!
(Available approx. 1-2 business days after the live program.) |
Tues., May 25, 2010: Context Is Everything–Determining What Insurance Policies Really Mean!
—Gerald Hargrove, J.D., CIC, CPIA, LIC , SCLA, FCLA, PICS, LICS Level: Intermediate
This Webinar provides E&O risk management assistance and helps brokers/csrs view words in a different light.
One major benefit that clients expect from a broker is clear communication of answers to their questions and/or advice provided. Context is basically that which comes before and that which comes after. Learning to condition the mind to recognize that context counts is vitally important. Agents must be able to place policy terms and conditions in context of the whole policy to get it right.
Seasoned instructor Jerry Hargrove will teach you to:
- Understand how policy definitions influence coverage take-a-ways and give-backs,
- Recognize the what and why of the “last antecedent,"
- Recognize what importance of the modifiers and what they mean…and, or, any, however, except, including, include.
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(Available approx. 1-2 business days after the live program.) |
Wed., May 19, 2010: Cyber Space...and Beyond! Exploring Cyber Liability Exposures and Traditional Insurance
—Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS
Level: Basic
Everyone is invited to participate, however it will be most beneficial to CSRs, account execs, producers and agency principals who deal directly with clients and their insurance programs.
Almost every client has a Cyber Liability exposure today. Just the mere presence on the World Wide Web with a Web site is enough to trigger significant liability exposures, never mind if your client regularly conducts E-commerce. In the old days, a CGL policy was sufficient for your clients business operations, however with the advent and explosive growth of the Internet, CGL coverage forms have become antiquated and virtually ineffective in responding to new these exposures.
After attending this class, participants will be able to identify and illustrate where traditional insurance programs leave off and where new Cyber Liability and Data Security forms and endorsements take over. The key to any Risk Management process is the ability to identify risk. This Webinar will enable you to identify keys areas not covered by traditional insurance and learn how to provide your client with appropriate protection.
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(Available approx. 1-2 business days after the live program.) |
Tues., April 20: Personal Information Security and Privacy
—Jason Hoeppner, CIC, B. H. Burke & Co., Inc.,
@JasonHoeppner
Level: Basic
Designed for Agency managers, IT managers and agency principals in NY, NJ, Conn., NH & Mass. Any business/entity (insurance agency) that stores the personal information of a Mass. resident must comply with this new Mass. law.
As of the close of 2009, personal-information breach laws are in effect in 45 states, Washington DC, the Virgin Islands and Puerto Rico. Massachusetts has implemented one of the strictest Personal Information (PI) Privacy laws in the country, and, at the Federal level, there is movement to create requirements for the protection of non-public personal information.
Requirements are one thing, but at a higher level—the world in which you do business today—and the relationships that are the basis for the success of your agency, dictate that you look seriously at how you protect the information you work with on a daily basis.
This Webinar will help your agency:
- Understand what the breach notification laws say in the states of NY, NJ, Conn., NH and Mass.
- Understand the basics of MA 201 CMR 17.00, and why it may apply to you even if you are not in MA.
- Understand some of the ways you can improve your ability to protect non-public PI at your agency.
Understanding the legal requirements that pertain to the handling of clients' personal information (PI) and the negative effects of mishandling it is a cornerstone of good relationships with clients and the level of service you provide at your agency. Defensively, it's risk management...Don't let your agency become unnecessarily exposed to the consequences of a breach. Offensively, it's a good way to get organized on the subject of your customer information and to let your customers know that you are looking out for them.
The Golden Rule: You should treat your clients' information as you would want your information to be treated at the companies you do business with. |
Order your copy here!
(Available approx. 1-2 business days after the live program.) |
Thurs., April 1, 2010: Top Ten Misunderstood Personal Lines Coverages and Issues
—Steven Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS Level: Basic
Many insurance professionals have either been taught incorrectly or fail to understand the significant exclusions and traps commonly found in most personal lines policies. This class will explore in detail the scope and breadth of these common policy parts, procedures, and far-reaching exclusions; and challenge you to reconsider the advice we have been giving to clients for years. Take it from seasoned pro Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS—You do not want to miss this Webinar.
The Top 10 includes:
• Why your insured needs more Coverage “B”
• Should children have their own auto policy?
• Why your home is probably 50% underinsured
• Do you own a Timeshare? Do you have insurance?
• What do company cars, college students sharing an apartment, people in a committed relationships and long-term car rentals have in common?
• Misunderstanding PIP and UM/UIM coverage
• Much more…..
Don't miss this program, where you'll learn how common policy exclusions yield uncommon and unexpected results and claim denials. You will leave this class with a newfound understanding of everyday used policies, and how to better protect your client and reduce E&O claim exposures.
Whether you work in commercial or personal lines; if you are a producer, CSR, account exec, marketing, or claims person, you won't want to miss this class. This class has something for everyone! |
Order your copy here!
(Available approx. 1-2 business days after the live program.) |
Tues., March 9, 2010: Practical Steps to Paperless Processing (or Help, I'm Buried in Paper!)
—Rusty Keighron, CDIA+, Insurance Industry Manager, @docSTARsoftware
Tailored for Agency owners, office managers, IT staff, frustrated and overworked CSRs.
Studies show that 80% of agencies say that document imaging is “very effective” or “extremely effective.” Over 50% say that their productivity is improved by more than 30%. Paperless agents can find a document in 3-5 seconds and eliminate the wasted time searching for files or folders that have misplaced. If reducing E&O exposure and running a more efficient office is important to an agency, this is one of most valuable things they can do.
Level: Basic
- When is it best to give my staff the mail and scan it when they're done? How is that done?
- When is it best to scan mail on receipt and deliver it to them in electronic form?
- How does document management tie in to our agency management system?
- Do I need a document retention plan? Why not keep documents forever if the hard drive is big enough?
- If I look at a document management system, how do I select the one that's best for my agency?
- What does an agent who's paperless have to say about how it's working for them?
Agents have been talking about “going paperless” since the early days of computers, but few today see that reality. What does it mean for an agency to be paperless in the 21st century? How does the paper get scanned? What do you do with it after it's scanned? If the agency management system allows documents to be attached, why do agents need a 3rd party document management system?
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Order your copy here!
(Available approx. 1-2 business days after the live program.) |
Wed., March 3, 2010: Business Income–payroll vs. ordinary payroll
—Robin Federici, CPCU, AAI, ARM, CPIW
President of Insurance Education & Training Associates
Level: Intermediate
This Webinar is tailored for CSRs, Producers, claims people (agency & company) that work in commercial lines
- What payroll is included under business income coverage?
- How long is the payroll paid?
- What is ordinary payroll and when does it apply?
- What does the ordinary payroll endorsement do?
The definition of “Business Income” includes payroll. Often time the insured does not want to continue to provide payroll for all employees, or wants to eliminate payroll entirely. We offer an option, however, to reduce or eliminate payroll for those employees that fall under the definition of “ordinary payroll”. Ordinary payroll is not all payroll. This course will highlight the difference. Participants will learn what is included in the basic, unendorsed Business Income form and what changes can be made by attaching several “payroll” endorsements. As an insurance pro, you need to be able to provide explanations to your insureds on what payroll amounts should be considered when setting a limit.
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Order your copy here!
(Available approx. 1-2 business days after the live program.) |
| Tues., Feb. 2, 2010: 10/09 Changes to The National Flood Insurance Program
—Sheldon Hansen, CIC, CRM, CPIA
Level: Basic
The National Flood Insurance Program amended its rules and regulation effective October 2009. The National Flood Insurance Program amended its rules and regulation effective Oct. 2009 and is the primary marketplace for most agencies. The program recently adopted significant changes effective October 2009 for new and renewal policies which affect how the policy is rated, written and how the coverage is provided. Knowledge is power—your agency’s clients rely on you for accurate and up-to-date information—give them the customer service they demand by keeping up with the NFIP. This Webinar will discuss the numerous changes and where each change is located in the revised Flood Manual in an effort to help producers and customer service professionals better explain the effect these changes have on their clients' coverage and premiums. The Webinar will pinpoint procedural changes as well. Participants will leave the class with a deeper understanding of the “New” National Flood Insurance Program.
Both producers and CSRs need to be familiar with the required changes to the primary market for residential and non-residential flood insurance in order to properly advise their prospects and current clients. |
Order your copy here!
(Available approx. 1-2 business days after the live program.) |
Thurs., Jan. 28, 2010: Insurance Agency/Brokerage Valuations and Deal Structures
—Christopher Hughes, Director, Insurance Distribution
Merger & Acquisition Services Inc., East Hartford, Conn.
Level: Intermediate
This program is ideal for insurance firm owners, CEOs, CFOs, partners, investors, and principal producers.
This Webinar will cover insurance agency valuation multiples and the various deal structures that are being put together in today's marketplace. Deal structures include cash and/or stock, equity participation, earn-out structures and models, promissory notes and terms and employment and producer agreements. |
Order your copy here!
(Available approx. 1-2 business days after the live program.) |
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