Sunday, June 9
& New Insurance Exposures
Steve Anderson, CIC
Approved for 3 NJ CE credits. (88901249- GEN)
Approved for 3 NY CE credits. Applicable to ALL licenses. (NYCR-260975)
Approved for 3 PA CE credits. (129500 – GEN)
Sponsored by: Nationwide Insurance
Not all InsureTech companies are your enemy. It’s important to understand which companies can help expand your agency. Technology plays a crucial role in managing today’s insurance agency effectively, which can lead to its growth. However, the same technology also presents risks and challenges that need to be addressed and managed to minimize your agency’s errors-and-omissions exposure. This class will explore the various technologies that clients use today and the E&O challenges these technologies create. It also will review the internal agency exposures created by email, electronic documents, remote workers, interactive websites, company and agency service centers and client self-service platforms. Anderson also will offer specific recommendations on how to reduce an agency’s E&O exposures to potential problems.
Monday, June 10
New Revenue with Bonds
James Burger, The Service Insurance Co.
Approved for 2 NY CE credits. Applicable to PC, BR, C3 & PA licenses. (NYCR-260972)
Approved for 2 PA CE credits. (129513– GEN)
Submitted for NJ CE credits.
By providing an overview of contract bonds, commercial bonds and fidelity bonds, this course will expand your product knowledge and help you leverage and protect your client relationships. Many of your clients probably need a surety or fidelity bond and you don’t even know it. This course will teach you the fundamentals of surety and fidelity bonds; the current trends in the construction and bonding industry; and how to identify a potential surety or fidelity bond client. During this course, you also will learn the common misconceptions about bond underwriting, including troublesome contract terms.
Good Stuff – Endorsements you want
on your policy, if possible
Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS
Approved for 3 NJ CE credits. (88901227- GEN)
Approved for 3 NY CE credits. Applicable to PC, BR, C3 & PA licenses. (NYCR-260974)
Approved for 3 PA CE credits. (129448– GEN)
Sponsored by: Excess Line Association of New York
Enhancing your clients’ insurance coverage is a critical part of the risk-management function and it is mandatory in today’s competitive environment. As they are written, most policy forms need to be broadened in a variety of ways (e.g., to increase sub-limits; to broaden restrictive coverage; to provide coverage when no coverage is given; and to add essential endorsements to help avoid lawsuits). During the course, Lyon will highlight some of the broadening endorsements some carriers include in their policies that only offer more of an inferior coverage. This course also will help you determine the expanded coverages that should be included in your clients’ insurance programs.
Workplace Violence Coverage—
What you need to know
Donna Chiapperino, CIC, GuideOne Insurance
Approved for 2 NY CE credits. Applicable to PC, BR, C3 & PA licenses. (NYCR-260973)
Approved for 2 PA CE credits. (129515– GEN)
Submitted for NJ CE credits.
Now that workplace violence seems to be ubiquitous, more businesses are interested in armed intruder coverage. As agents, do you know what is covered by most of these policies? When does the coverage take effect? When will a claim most likely be denied and why? What happens when your client has armed guards or employees and doesn’t tell you? During this course, Chiapperino will take an in-depth look at armed intruder coverage, by exploring claim scenarios that are taken from current news headlines. While we wish we didn’t need to talk about this subject, it’s an insurance professional’s job to be informed and help clients think about how to handle worse-case scenarios.
The Business of Inn-surance
John Fear, CISR, CPIA
Approved for 3 NY CE credits. Applicable to ALL licenses. (NYCR-260977)
Approved for 3 PA CE credits. (129483– GEN)
Submitted for NJ CE credits.
Sponsored by: MetLife Auto & Home
Regardless of the business you’re running, there are specific principles that are foundational to its success. Given the hyper-socialized marketplace vying for the attention of your current or potential clients, at a minimum your business needs to focus on the principles of marketplace differentiation, business operations and client experience. Fear will examine each of these components for their individual contributions as well as to understand their interconnectedness, to help insurance agents develop systematic processes and procedures that will be foundational to the success of their business. Whether you’re operating a rural, family owned inn or an urban, multimillion-dollar revenue agency, the principles of brand articulation, operational efficiency and exceptional customer experience are essential to its long-term success.
Tuesday, June 11
10 a.m.-1 p.m.
Errors & Omissions in Today’s Virtual
John Fear, CPIA, CISR
Approved for 3 NY CE credits. Applicable to ALL licenses. (NYCR-260976)
Submitted for NJ & PA CE credits.
When it comes to client communication, InsureTech companies threaten the independent insurance agency landscape. To combat this threat, agents need to be able to engage with both prospective and current property/casualty clients about product changes and comparisons with frequent and relevant client interaction. This course will examine the most commonly used forms of online communication. Fear also will discuss the processes and procedures that should be developed and integrated into your agency’s daily culture. By having these process and procedures in place, you can help to ensure that your SEO doesn’t become an acronym for serious errors and omissions.
^FF ^UM - This course has been approved for E&O loss prevention credit by Utica Mutual and Fireman’s Fund. Call the PIA E&O Department for details.