Webinar ~ Hope I Die Before I Get Old (Cause This Government Stuff Gonna Knock Me Cold!)
Mar
21
12:00 PM12:00

Webinar ~ Hope I Die Before I Get Old (Cause This Government Stuff Gonna Knock Me Cold!)

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 ~ Commercial Additional Insured Endorsements - Status and Purpose
Mar
26
1:00 PM13:00

Webinar ~ Commercial Additional Insured Endorsements - Status and Purpose

Commercial Additional Insured endorsements are a seemingly endless issue for agents and their insureds. The continued evolution of the endorsement language - and techniques used in the courtroom to make insureds pay - require agents to stay alert to the changes and intricacies of these endorsements. Those reviewed in this course include endorsements used with the Commercial General Liability policy (CGL), Business Auto policy (BAP), Worker’s Compensation (WC) and Umbrella.

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

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Webinar ~ Bill Wilson’s “When Words Collide: Resolving Coverage & Claims Disputes”, Part One: Policy Interpretation Basics
Apr
3
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 ~ Ethics and E&O: Synergy Not Rivalry
Apr
9
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 ~ Commercial Liability Claims that Cause Problems
Apr
10
12:00 PM12:00

Webinar ~ Commercial Liability Claims that Cause Problems

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

DESCRIPTION:

Join Terry Tadlock as he reviews actual claims scenarios stemming from a variety of commercial liability-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 Business Auto and General Liability.

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

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Webinar ~ How Savvy Businesses Use Life Insurance to Hedge Against Financial Losses
Apr
11
12:00 PM12:00

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

OBJECTIVE:                  To teach insurance professionals about the benefits of Life Insurance to a business.

DESCRIPTION:                        

 

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 ~ Construction Contracts: What the Agent Should Know, Do and Not Do
Apr
16
8:00 AM08:00

Webinar ~ Construction Contracts: What the Agent Should Know, Do and Not Do

OBJECTIVE:       To teach insurance professionals about construction contracts as they relate to insurance coverage for contractors.

DESCRIPTION:    

 This course reviews some of the contractual obligations our contractor clients assume. We will discuss the types of contracts and the factors used to determine the enforceability of those contracts. We will study contractual liability coverage and some of the commonly used additional insured endorsements as well as waiver of subrogation.  We will discuss the agent’s role in the contract process and things the insurance agent should and should not do. 

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 ~ Life Insurance: The Magnificent Seven
Apr
16
12:00 PM12:00

Webinar ~ Life Insurance: The Magnificent Seven

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.

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

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Webinar ~ Insurance Issues For Today's World
Apr
17
12:00 PM12:00

Webinar ~ Insurance Issues For Today's World

OBJECTIVE:    To teach insurance professionals about insurance coverage for new exposures in today’s world.

DESCRIPTION:    

 Welcome to today’s world where toys fly, strangers will drive you anywhere and let you stay in their homes with them, cars drive themselves and the air smells like…weed? These and other emerging exposures present new challenges to insurance producers who are called upon to handle them for their personal and commercial clients. This course discusses these and other emerging issues. In each case, we will discuss the exposures and some of the important insurance considerations.

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

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Webinar ~ E&O Reasons and Solutions
Apr
18
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 ~ Everything's Soaked and My Stuff Stinks: The Water Damage Webinar
Apr
23
1:00 PM13:00

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

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.

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
Apr
25
1:00 PM13:00

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 ~ Alphabet Soup: The Mistakes and Coverage Behind D&O, EPLI, FLI, and EBL
Apr
30
12:00 PM12:00

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

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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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 ~ Health and Disability Insurance: Just the Facts
Mar
21
8:00 AM08:00

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

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Webinar ~ Certificates of Insurance and Additional Insureds: Making Sense of It All
Mar
20
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: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Cyber Coverage - Data Breach and So Much More!
Mar
19
12:00 PM12:00

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

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 ~ 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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Webinar ~ On Ethics: Data, Dilemmas, Knuckleheads
Mar
13
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: 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

View Event →