Webinar ~ Contractors, Contractors, Contractors Webinar
May
22
12:00 PM12:00

Webinar ~ Contractors, Contractors, Contractors Webinar

OBJECTIVE: To teach insurance professionals about the important features to look for when writing various inland marine coverages and general liability coverage for contractor insureds.   

DESCRIPTION: This course examines a variety of inland marine exposures faced by contractors and the policies available to cover those exposures.  We will discuss builders’ risk coverage, installation floaters and contractors’ equipment policies.  For each topic, we will discuss the coverage afforded by commonly used forms and some of the exclusions to watch out for.   We will then discuss certain features of the Commercial General Liability policy and endorsements that are sometimes added.  We will focus on the effect these features and endorsements have on a contractor’s insurance program. 

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~Catastrophe: The Coverage Expertise You’ll Need When It Matters Most
May
23
8:00 AM08:00

Webinar ~Catastrophe: The Coverage Expertise You’ll Need When It Matters Most

OBJECTIVE: To teach insurance professionals about various catastrophes and the coverage concerns that accompany them.

DESCRIPTION:  Nothing makes us more aware of the gaps that can exist in personal and commercial coverage than a catastrophe.  We will discuss some of the direct damage and loss of use issues faced by individuals and businesses before, during and after natural disasters such as storms and earthquakes.  We will look at coverage forms commonly written and how they may respond to claims presented after such disasters. Lastly, we will briefly explore some liability insurance issues that can come into play in a catastrophe, whether the catastrophe is a natural one or one that is man-made.    

 

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ On Ethics: Data, Dilemmas and Knuckleheads [ETHICS CREDIT]
May
23
12:00 PM12:00

Webinar ~ On Ethics: Data, Dilemmas and Knuckleheads [ETHICS CREDIT]

OBJECTIVE: To share examples and facilitate a discussion of the importance of ethical conduct in the insurance industry.

DESCRIPTION:   Insurance professionals should expect three things from this Ethics course: 1) interesting data, 2) interesting dilemmas, and 3) interesting examples of things not-to-do as evidenced by real-life knuckleheads who do those things. This course features interactive case studies which will engage students to defend and/or challenge instinctive positions on a variety of issues. Lines will be drawn. Bonds will be broken. Friends will leave as enemies. You have been warned.                         

 

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Bill Wilson’s “When Words Collide: Resolving Coverage & Claims Disputes”, Part Four: Finding Resolution
May
28
12:00 PM12:00

Webinar ~ Bill Wilson’s “When Words Collide: Resolving Coverage & Claims Disputes”, Part Four: Finding Resolution

OBJECTIVE: To provide the knowledge, tools and resources to enable all parties in a coverage or claim dispute to resolve the dispute fairly.

DESCRIPTION: This course is based on the book “When Words Collide: Resolving Insurance Coverage and Claims Disputes,” written by the instructor – renowned coverage expert Bill Wilson. It uses proven policies and practices, supported by dozens of real-life claims examples and court cases, with a 4-step resolution process, to instruct participants on how to successfully resolve disputed claims. This fourth part of the four-part series focuses on the 4-step process of Resolving Insurance Coverage and Claims Disputes.

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Hope I Die Before I Get Old (Cause This Government Stuff Gonna’ Knock Me Cold!) - Mastering Medicare & Social Security
May
29
12:00 PM12:00

Webinar ~ Hope I Die Before I Get Old (Cause This Government Stuff Gonna’ Knock Me Cold!) - Mastering Medicare & Social Security

OBJECTIVE: To teach insurance professionals about the many intricacies of Medicare and Social Security

DESCRIPTION: Far too many retirees, upon reaching the time of life when they are looking forward to (or at least relieved to have available) these governmental “security blankets”, find themselves assaulted by complicated eligibility rules, complex coverages, and a myriad of often confusing options. Add in seemingly conflicting advice from “experts”, retiree associations and flat-out scam artists, and instead of comfort and security older folks often find fear and confusion.

 

This course, created and led by one who has personally run the Social Security/Medicare sign-up gauntlet, will reveal lessons learned and bring clarity to the chaos. Whether you are seeking help to properly plan for a client, spouse, parent, relative or your own journey through this retirement “rite of passage”, harvest the value of experience and join us.

 

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Bonding: or How Our Insured Went Bankrupt
May
30
1:00 PM13:00

Webinar ~ Bonding: or How Our Insured Went Bankrupt

Objective: To teach insurance professionals about some of the many risks associated with various surety                       and contract bonds

 Description:  Most agents know that bonds are not insurance. However, insureds are often confused about the differences between a bond and an insurance policy. This course will discuss these differences, introduce the various types of surety bonds and discuss the underwriting and unique characteristics of bonds. The emphasis for the majority of the course will be contract bonds including bind bonds, performance and payment bonds, and maintenance bonds. We will review each of these bonds, how they operate and the underwriting requirements. Our discussion will include personal indemnity agreements, financial documentation, contract status reports and much more!

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Life Insurance – The Magnificent Seven Webinar
Jun
4
12:00 PM12:00

Webinar ~ Life Insurance – The Magnificent Seven Webinar

OBJECTIVE:   To teach insurance professionals about several essential concepts of life insurance.

DESCRIPTION: Join Jerry Rhinehart as he discussed practical applications of each of the magnificent seven concepts of life insurance. The knowledge and use of these concepts will be valuable when counseling a prospective client and when preparing for one’s own financial future.

 This presentation will concentrate on often-used ISO Farm Liability Coverage Forms with a goal of familiarizing the participant with the structure and coverage intent of this program.

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~Certificates of Insurance and Additional Insureds:  Making Sense of It All
Jun
5
12:00 PM12:00

Webinar ~Certificates of Insurance and Additional Insureds: Making Sense of It All

OBJECTIVE: To teach insurance professionals about the many concerns with Certificates of Insurance and General Liability Additional Insured endorsements.

DESCRIPTION: Certificates of Insurance and Additional Insured endorsements cause many problems for insurance agents trying to help commercial clients.  We will review the things to consider before issuing a certificate and discuss ways to avoid some of the common problems and errors.  We will discuss Additional Insureds, reviewing some of the most commonly used Additional Insured Endorsements. Lastly, we will look at requests frequently made of agents and discuss why some of these can create problems.    

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Ethics and E&O: Synergy, Not Rivalry
Jun
6
12:00 PM12:00

Webinar ~ Ethics and E&O: Synergy, Not Rivalry

OBJECTIVE:  To teach insurance professionals about commonalities in ethical behavior and questionable business practices that can cause E&O claims.

DESCRIPTION: Ethics. Morals. Errors. Omissions. Words that touch the nerves of even the most solid agents and strike at the foundation of even the most formidable agencies. Through recent headlines and interactive case studies, this course seeks to find and explain the synergy between the fundamental principles of ethical conduct and the effect certain business practices will invariably have on E&O risk management.

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ E&O Reasons and Solutions
Jun
12
12:00 PM12:00

Webinar ~ E&O Reasons and Solutions

OBJECTIVE: To teach insurance professionals to identify and manage the many E&O exposures lurking in the daily activities of an insurance agency.

 

DESCRIPTION:  This course will analyze the current agency environment for potential E&O claims exposures and review preventative measures available to protect agents from financially harmful mistakes.

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Health and Disability Insurance: Just the Facts
Jun
13
12:00 PM12:00

Webinar ~ Health and Disability Insurance: Just the Facts

OBJECTIVE:  To teach insurance professionals about the current state of the ever-changing landscape of health and disability insurance.

DESCRIPTION:   Consumers are constantly pounded with information- sometimes true, sometimes not- regarding health and disability insurance products and how they function. This course is designed to help us insurance professionals separate fact from fiction and act as a trusted adviser to insureds who often have little or no understanding of these insurance products. 

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Cyber Coverage - Data Breach and So Much More!
Jun
18
8:00 AM08:00

Webinar ~ Cyber Coverage - Data Breach and So Much More!

OBJECTIVE:   To teach insurance professionals about the many concerns associated with cyber exposures and insurance coverage.

DESCRIPTION:   This course hacks into the many facets of cyber-crime, cyber risk, and data-related losses prevalent in the modern business environment. Discussion on rules, risks and insurance coverage will assist insurance professionals in their important quest to understand, explain and (hopefully) insure against common cyber exposures.

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Everything’s Soaked and My Stuff Stinks: The Water Damage
Jun
18
12:00 PM12:00

Webinar ~ Everything’s Soaked and My Stuff Stinks: The Water Damage

OBJECTIVE:  To teach insurance professionals about the coverage (or lack thereof) found in common personal lines insurance policies regarding water damage.

DESCRIPTION:  Your personal lines insureds have issues with water and, unfortunately, so does their insurance policy! Water damage comes in many different forms – sometimes covered, sometimes not - and just an inch of water can be the difference between a nuisance and a total loss. This course reviews the many different causes of water damage and how its addressed by common personal lines insurance policies.

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Webinar ~ Bill Wilson’s “When Words Collide: Resolving Coverage & Claims Disputes”, Part One: Policy Interpretation Basics
Jun
19
12:00 PM12:00

Webinar ~ Bill Wilson’s “When Words Collide: Resolving Coverage & Claims Disputes”, Part One: Policy Interpretation Basics

Objective:  To provide the knowledge, tools and resources to enable all parties in a coverage or claim dispute to resolve the dispute fairly.

 

Description:  This course is based on the book “When Words Collide: Resolving Insurance Coverage and Claims Disputes,” written by the instructor – renowned coverage expert Bill Wilson. It uses proven policies and practices, supported by dozens of real-life claims examples and court cases, with a 4-step resolution process, to instruct participants on how to successfully resolve disputed claims. This first part of the four-part series focuses on Policy Interpretation Basics.

 

 

To register: https://piatypeform.typeform.com/to/EH0VNM

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 Webinar ~ Alphabet Soup: The Mistakes and Coverage Behind D&O, EPLI, FLI and EBL
Jun
20
12:00 PM12:00

Webinar ~ Alphabet Soup: The Mistakes and Coverage Behind D&O, EPLI, FLI and EBL

OBJECTIVE:  This course will discuss important coverage concerns addressed by a variety of insurance policies designed to address various executive and management risks and conduct. 

DESCRIPTION: You can’t control how they act or the decisions they make. But when questionable conduct and/or decision-making at the executive level lands your client in hot water, you as the insurance professional may be called upon to assist. Specifically, to advise on insurance products they have (hopefully) secured to mitigate the exposure. Directors and Officers (D&O), Employment Practices Liability (EPLI), Fiduciary Liability (FLI) and Employee Benefits Liability (EBL) all make an appearance in this important course.

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Bill Wilson’s “When Words Collide: Resolving Coverage & Claims Disputes”, Part Two: Legal and Contractual Principles
Jun
24
12:00 PM12:00

Webinar ~ Bill Wilson’s “When Words Collide: Resolving Coverage & Claims Disputes”, Part Two: Legal and Contractual Principles

Objective:  To provide the knowledge, tools and resources to enable all parties in a coverage or claim dispute to resolve the dispute fairly.

 

Description:  This course is based on the book “When Words Collide: Resolving Insurance Coverage and Claims Disputes,” written by the instructor – renowned coverage expert Bill Wilson. It uses proven policies and practices, supported by dozens of real-life claims examples and court cases, with a 4-step resolution process, to instruct participants on how to successfully resolve disputed claims. This second part of the four-part series focuses on Legal and Contractual Principles.

To register: https://piatypeform.typeform.com/to/EH0VNM

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 Webinar ~ Flood Insurance
Jun
26
8:00 AM08:00

Webinar ~ Flood Insurance

OBJECTIVE:   To teach insurance professionals about flood insurance and the options available from the National Flood Insurance Program.

DESCRIPTION:    Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance. Agents will gain a basic understanding of the National Flood Insurance Program (NFIP) and the ability to share this important information with customers.  

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Commercial Property Claims That Stink and How to Handle Them
Jun
26
12:00 PM12:00

Webinar ~ Commercial Property Claims That Stink and How to Handle Them

 OBJECTIVE:   To teach insurance professionals about several common commercial property claims scenarios and how to handle them.

DESCRIPTION: Join Terry Tadlock as he reviews actual claims scenarios stemming from a variety of commercial property-related exposures. Each scenario is discussed from the position of both the actual policy language as well as possible solutions. Types of coverage and claims discussed in this course include Commercial Property Coverage Forms, Condominiums, BOPs and Business Income.

To register: https://piatypeform.typeform.com/to/EH0VNM

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CPIA 1 – Position for Success
Oct
15
8:00 AM08:00

CPIA 1 – Position for Success

Course objectives: During this program, participants are encouraged to focus on internal and external factors affecting the development of effective business development plans. Factors discussed include a review of the state of the insurance marketplace; analysis of competitive pressures; necessary insurance carrier underwriting criteria; and consumer expectations and understanding. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

To register click here: https://piatypeform.typeform.com/to/hfXrMA

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CPIA 2 – Implement for Success Day --2 day class
Oct
15
to Oct 16

CPIA 2 – Implement for Success Day --2 day class

This is a 2 day class; you must attend both days to get the credit and for it to count towards your designation.

CPIA 2  4:00pm – 9pm   (Day 1)

CPIA 2  8:00am – 11:30am (Day 2)

Course objectives: During this session, participants will be provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; will develop skills necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery of proven solutions. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

To register click here: https://piatypeform.typeform.com/to/hfXrMA

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CPIA 3 – Sustain Success
Oct
16
12:00 PM12:00

CPIA 3 – Sustain Success

Course objectives: This program focuses on fulfilling the implied promises contained in the insuring agreement. Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints. This course includes a review of Professional Expectations; the Law of Agency; and Legal and Ethical Standards. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

To register click here: https://piatypeform.typeform.com/to/hfXrMA

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CPIA 3 – Sustain Success
Nov
5
8:30 AM08:30

CPIA 3 – Sustain Success

  • The Palace Theatre - The Green Room (map)
  • Google Calendar ICS

Course objectives: This program focuses on fulfilling the implied promises contained in the insuring agreement. Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints. This course includes a review of Professional Expectations; the Law of Agency; and Legal and Ethical Standards. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

To register click here: https://piatypeform.typeform.com/to/hfXrMA

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Webinar ~ Bill Wilson’s “When Words Collide: Resolving Coverage & Claims Disputes”, Part 3 Three: Insurance Policy Interpretation
May
20
12:00 PM12:00

Webinar ~ Bill Wilson’s “When Words Collide: Resolving Coverage & Claims Disputes”, Part 3 Three: Insurance Policy Interpretation

OBJECTIVE: To provide the knowledge, tools and resources to enable all parties in a coverage or claim dispute to resolve the dispute fairly.

DESCRIPTION: This course is based on the book “When Words Collide: Resolving Insurance Coverage and Claims Disputes,” written by the instructor – renowned coverage expert Bill Wilson. It uses proven policies and practices, supported by dozens of real-life claims examples and court cases, with a 4-step resolution process, to instruct participants on how to successfully resolve disputed claims. This third part of the four-part series focuses on Insurance Policy Interpretation.

   

 

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ A Walk Around the Farm: Farm Liability Considerations
May
15
12:00 PM12:00

Webinar ~ A Walk Around the Farm: Farm Liability Considerations

OBJECTIVE: To teach insurance professionals about liability exposures addressed by various Farm insurance coverages.   

 DESCRIPTION: This presentation will concentrate on often-used ISO Farm Liability Coverage Forms with a goal of familiarizing the participant with the structure and coverage intent of this program.

                                                                                                                                    

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Funding Long-Term Care: Be Rich, Be Poor, Be Insured Webinar
May
15
8:00 AM08:00

Webinar ~ Funding Long-Term Care: Be Rich, Be Poor, Be Insured Webinar

OBJECTIVE: To teach insurance professionals about Long-Term Care options including insurance and the evolution of methods to finance its ever-expanding cost.

DESCRIPTION:  Long-Term Care is both emotionally and financially draining. This course deals with the latter. Specially, how the cost of such care can only be borne in one of three options: personal funds, some governmental entity, or specific insurance. This program will review the qualification rules and care provided by Medicare and Medicaid. It will review the coverage and provisions of Long-Term Care insurance policies that have been historically available. Students will learn about recent funding innovations that have emerged in the last few years regarding Living Benefits Riders (or policy provisions) that allow certain insurance contracts to provided advances against the death benefit to fund for the Long-Term Care dilemma.                             

 

To register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Homeowner's Policy Coverage Concerns for the Modern Family Webinar
May
14
12:00 PM12:00

Webinar ~ Homeowner's Policy Coverage Concerns for the Modern Family Webinar

Objective:  To teach insurance professionals about the coverage (or lack thereof) for modern exposures found in the Homeowner’s policy.

 Description:  Adult children coming home (or never leaving). Caring for aging relatives. Pets. Earning extra money, “Smart” appliances and toys. The evolving role of a Homeowner’s insurance policy, and how it addresses these and many other exposures relating to the lives and possessions of the modern family, will be discussed in this course.

To register: https://piatypeform.typeform.com/to/EH0VNM

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CPIA 1 – Position for Success
May
14
8:30 AM08:30

CPIA 1 – Position for Success

  • Homebuilders Association of Greater Chattanooga (map)
  • Google Calendar ICS

Course objectives: During this program, participants are encouraged to focus on internal and external factors affecting the development of effective business development plans. Factors discussed include a review of the state of the insurance marketplace; analysis of competitive pressures; necessary insurance carrier underwriting criteria; and consumer expectations and understanding. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

To register click here: https://piatypeform.typeform.com/to/hfXrMA

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Webinar ~ Insuring Condominium & Homeowner's Associations
May
8
12:00 PM12:00

Webinar ~ Insuring Condominium & Homeowner's Associations

DESCRIPTION:

Insuring Condominiums, Townhouses & Homeowner Associations (HOAs) can be tricky business for the Association, the agent and the company, especially at claim time.

This course provides an in-depth discussion on the unique issues and considerations when working with Condominium Associations and HOAs.

Review and discussion on the importance of the governing documents will provide the participants with the knowledge necessary to provide a comprehensive commercial insurance and risk management program for their clients. We will various coverage forms commonly used, endorsements

and other coverages necessary for these types of risk.

To register: https://piatypeform.typeform.com/to/EH0VNM

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CPIA 3 – Sustain Success
Apr
16
8:30 AM08:30

CPIA 3 – Sustain Success

Course objectives: This program focuses on fulfilling the implied promises contained in the insuring agreement. Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints. This course includes a review of Professional Expectations; the Law of Agency; and Legal and Ethical Standards. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

To register click here: https://piatypeform.typeform.com/to/hfXrMA

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Webinar ~ Welcome to the Future Where Everyone Shares and Your Car Drives Itself
Mar
19
8:00 AM08:00

Webinar ~ Welcome to the Future Where Everyone Shares and Your Car Drives Itself

Welcome to the future where you always have a ride, a place to stay and your car drives itself. Innovations in technology are truly amazing but aren’t without risk. This course dives into the many insurance concerns and possible solutions regarding these exciting, different and sometimes risky technologies and activities. 

To register: https://piatypeform.typeform.com/to/EH0VNM

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CPIA 3 – Sustain Success
Mar
13
12:00 PM12:00

CPIA 3 – Sustain Success

Course objectives: This program focuses on fulfilling the implied promises contained in the insuring agreement. Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints. This course includes a review of Professional Expectations; the Law of Agency; and Legal and Ethical Standards. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

To register click here: https://piatypeform.typeform.com/to/hfXrMA

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CPIA 2 – Implement for Success --- 2 day course
Mar
12
to Mar 13

CPIA 2 – Implement for Success --- 2 day course

This is a 2 day class; you must attend both days to get the credit and for it to count towards your designation.

CPIA 2  4:00pm – 9pm   (Day 1)

CPIA 2  8:00am – 11:30am (Day 2)

Course objectives: During this session, participants will be provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; will develop skills necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery of proven solutions. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

To register click here: https://piatypeform.typeform.com/to/hfXrMA

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