Webinar ~ The Things Kids Get Us Into
Jan
22
1:00 PM13:00

Webinar ~ The Things Kids Get Us Into

This course focuses on the insurance issues relating to children and their exposures to loss. We will review and identify some of exposures to loss, and insurance implications children create for their parents. We will review some of the protections afforded through the various personal lines policies, endorsements and discuss ways to provide risk management solutions.

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

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Webinar ~ Home Business Versus Home Insurance
Jan
23
8:00 AM08:00

Webinar ~ Home Business Versus Home Insurance

Just because a business is conducted out of an insured’s home does not necessarily afford it coverage under the Homeowners Policy forms.  Home Business vs Homeowners Insurance looks to the unendorsed ISO Homeowners forms for coverage, exclusions, and available endorsements.  Agents and servicers who understand the limits of the homeowners forms and ask the right risk analysis questions of their clients will help prevent errors and omissions claims, increase customer retention, and add value to their clients’ insurance portfolios.

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

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CPIA 2: Implement for Success
Jan
23
8:30 AM08:30

CPIA 2: Implement for Success

CPIA 2 – Implement for Success - 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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Webinar ~ Health and Disability Insurance: Just the Facts
Jan
23
12:00 PM12:00

Webinar ~ Health and Disability Insurance: Just the Facts

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 click here: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Money in Retirement Accounts: Options, Problems and Opportunities
Jan
29
8:00 AM08:00

Webinar ~ Money in Retirement Accounts: Options, Problems and Opportunities

This course discusses the “Retirement Dilemma” by providing an overview of the normal retirement funding instruments and the risks associated with each. This course includes a review of the tax implications of the various retirement plans – both Qualified and Non-Qualified, and a discussion concerning the “diversification” and “personal liability” issues surrounding various Qualified and Non-Qualified retirement accounts. The course will assist in understanding what to do with money in Qualified Accounts (e.g. Cash It; Leave It; Move It; or Roll It) and will review IRS Distribution Rules regarding money in IRAs. Finally, the course includes discussion on the Required Minimum Distribution rules and the proper use of Beneficiaries as well as the role of Annuities and Life Insurance in such planning.

To register click here: 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
Jan
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

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 click here: https://piatypeform.typeform.com/to/EH0VNM

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

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

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 ~ How Savvy Businesses Use Life Insurance to Hedge Against Financial Losses
Feb
13
8:00 AM08:00

Webinar ~ How Savvy Businesses Use Life Insurance to Hedge Against Financial Losses

So your insured owns a business, and from what you can gather, is woefully unprepared to handle adversity. Specifically, what if a key person dies? What transition plans are in place? How can folks still enjoy the fruits of the labor that the business - and those who built it - should continue to provide? This course will help you – the insurance professional - discuss important issues like transition plans, buy-sell agreements, retirement options, tax scenarios, and many other issues that businesses owners are afraid of.

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

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Webinar ~ Contractors, Contractors, Contractors
Feb
13
12:00 PM12:00

Webinar ~ Contractors, Contractors, Contractors

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
Feb
14
8:00 AM08:00

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

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 ~ Everything's Soaked and My Stuff Stinks: The Water Damage Webinar
Feb
19
12:00 PM12:00

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

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.

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

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CPIA 2: Implement for Success
Feb
20
8:30 AM08:30

CPIA 2: Implement for Success

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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Webinar ~ Commercial Property Claims that Cause Problems
Feb
20
12:00 PM12:00

Webinar ~ Commercial Property Claims that Cause Problems

Through a variety of claim scenarios, this course dives into the meticulous nature of commercial property insurance. Complicated definitions, vacancy provisions, debris removal coverage, real and personal property lease terms and compliance, leasehold interest, business income and other issues make an appearance in this course.

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

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Webinar ~ On Ethics: Data, Dilemmas, Knuckleheads
Feb
26
1:00 PM13:00

Webinar ~ On Ethics: Data, Dilemmas, Knuckleheads

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 ~ Cyber Insurance: When Convenience Turns Catastrophic
Feb
28
8:00 AM08:00

Webinar ~ Cyber Insurance: When Convenience Turns Catastrophic

The conveniences afforded by technology today were unfathomable just a few years ago. Unfortunately, cyber criminals seem to be at the top of the evolutionary chain as evidenced by their ability to constantly reinvent schemes to exploit the latest technologies for personal gain (if only these scumbags would use their talents for good!) In their efforts to keep up with these criminals and protect individuals and businesses from financial devastation, insurance companies are constantly evolving their Cyber insurance policies. This course reviews several of the latest updates to the standard Cyber insurance policy form created by the Insurance Services Office (ISO).

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

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CPIA 1 – Position for Success
Mar
12
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 --- 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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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 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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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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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

  • Cumberland Mountain State Park-Lower Level Homestead Restaurant (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 ~ Insuring the Building Project: Builders Risk and Installation Coverage
Jan
17
8:00 AM08:00

Webinar ~ Insuring the Building Project: Builders Risk and Installation Coverage

Learn how to insure building projects using Builders Risk coverage forms.  We will discuss some of the pitfalls to using Commercial Property Policies to cover construction and renovation projects.  We will then discuss some of the features to look for in a Builders Risk Policy and some of the important coverages that should be considered.  Lastly, we will discuss how to use the Installation Floater to meet the needs of trade contractors involved in building projects.   

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

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Webinar ~ Bonding: Or How Our Insured Went Bankrupt
Jan
16
12:00 PM12:00

Webinar ~ Bonding: Or How Our Insured Went Bankrupt

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 click here: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Certificates of Insurance and Additional Insureds: Making Sense of It All
Jan
15
8:00 AM08:00

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

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 click here: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ On Ethics: Data, Dilemmas, Knuckleheads
Jan
10
12:00 PM12:00

Webinar ~ On Ethics: Data, Dilemmas, Knuckleheads

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 click here: https://piatypeform.typeform.com/to/EH0VNM

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