Webinar ~ On Ethics: Data, Dilemmas and Knuckleheads [ETHICS CREDIT]
Sep
18
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 ~ Hope I Die Before I Get Old (Cause This Government Stuff Gonna’ Knock Me Cold!) - Mastering Medicare & Social Security
Sep
19
1:00 PM13:00

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 ~Catastrophe: The Coverage Expertise You’ll Need When It Matters Most
Sep
21
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 ~ Insuring Condominium & Homeowner's Associations
Sep
24
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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 Webinar ~ Flood Insurance
Sep
26
12:00 PM12:00

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 ~ Ethics and E&O: Synergy, Not Rivalry [E&O CREDIT]
Oct
3
12:00 PM12:00

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

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 ~Insurance Issues for Today's World
Oct
8
12:00 PM12:00

Webinar ~Insurance Issues for Today's World

INSTRUCTOR: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

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 ~ Bonding: or How Our Insured Went Bankrupt
Oct
9
12:00 PM12:00

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
Oct
10
12:00 PM12:00

Webinar ~ Life Insurance – The Magnificent Seven

INSTRUCTOR: Jerry Rhinehart

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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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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Webinar ~ E&O Reasons and Solutions [E&O CREDIT]
Oct
16
12:00 PM12:00

Webinar ~ E&O Reasons and Solutions [E&O CREDIT]

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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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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Webinar ~ Homeowner's Policy Coverage Concerns for the Modern Family Webinar
Oct
22
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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Webinar ~ Health and Disability Insurance: Just the Facts
Oct
23
8:00 AM08:00

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 ~ Commercial Property Claims That Stink and How to Handle Them
Oct
23
12:00 PM12:00

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

INSTRUCTOR: Terry Tadlock, CIC, CPCU, CRIS

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.

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Webinar ~ Construction Contracts:  What The Insurance Agent Should Know, Do and NOT Do Webinar
Oct
29
8:00 AM08:00

Webinar ~ Construction Contracts: What The Insurance Agent Should Know, Do and NOT Do Webinar

 

INSTRUCTOR: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

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. 

          

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Webinar ~ Alphabet Soup: The Mistakes and Coverage Behind D&O, EPLI, FLI and EBL
Oct
29
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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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 ~ Hope I Die Before I Get Old (Cause This Government Stuff Gonna’ Knock Me Cold!) - Mastering Medicare & Social Security
Nov
6
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

View Event →
Webinar ~ On Ethics: Data, Dilemmas and Knuckleheads [E&O CREDIT]
Nov
7
12:00 PM12:00

Webinar ~ On Ethics: Data, Dilemmas and Knuckleheads [E&O 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 ~ Welcome to the Future Where Everyone Shares and Your Car Drives Itself
Nov
19
8:00 AM08:00

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

INSTRUCTOR: Kym Martell, CRM, CIC, CRIS, AAI

OBJECTIVE: To teach insurance professionals about the risks involved in ride-sharing, home-sharing and autonomous vehicles.

 

DESCRIPTION: 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 ~ Everything’s Soaked and My Stuff Stinks: The Water Damage
Nov
19
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 ~ Contractors, Contractors, Contractors Webinar
Nov
20
8:00 AM08:00

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
Nov
21
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 ~ If It Moves On the Farm It Presents a Risk
Nov
21
12:00 PM12:00

Webinar ~ If It Moves On the Farm It Presents a Risk

INSTRUCTOR: Sam Bennett

OBJECTIVE: To teach insurance professionals about coverage concerns regarding common farm equipment and vehicles.

 DESCRIPTION: This presentation will address the exposures associated with items on the farm that move – both under their own power and those provided mobility by other vehicles. The purpose of this presentation is to remind the agent that the policy forms we use can certainly provide the coverages necessary for the exposures, but without careful review of these forms, their many exclusions can prove problematic. The basis of the presentation will be the coverages for “mobile equipment” found in the farm liability forms routinely used in the agribusiness market, the coverages for owned and non-owned vehicles found in the Personal Auto Policy (PAP), and the “auto” coverages found in the Business Auto Policy (BAP).  Use of the exclusions found in each of these forms will solidify the understanding of the risks associated with items that move.

                                                                                                                                    

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

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Webinar ~ Ethics and E&O: Synergy, Not Rivalry [E&O CREDIT]
Dec
3
12:00 PM12:00

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

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

View Event →
Webinar ~ Alphabet Soup: The Mistakes and Coverage Behind D&O, EPLI, FLI and EBL
Dec
5
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 ~ Homeowner's Policy Coverage Concerns for the Modern Family Webinar
Dec
10
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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Webinar ~ Cyber Coverage - Data Breach and So Much More!
Dec
10
8:00 PM20:00

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 ~ E&O Reasons and Solutions [E&O CREDIT]
Dec
12
8:00 AM08:00

Webinar ~ E&O Reasons and Solutions [E&O CREDIT]

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 ~ Commercial Liability Claims that Cause Problems
Dec
12
12:00 PM12:00

Webinar ~ Commercial Liability Claims that Cause Problems

INSTRUCTOR: Terry Tadlock, CIC, CPCU, CRIS

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.

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Webinar ~How Savvy Businesses Use Life Insurance to Hedge Against Financial Losses
Dec
17
12:00 PM12:00

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

INSTRUCTOR: Karin Klaassen

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 ~ Flood Insurance
Dec
18
1:00 PM13:00

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 ~ Everything’s Soaked and My Stuff Stinks: The Water Damage Webinar
Sep
17
12:00 PM12:00

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.

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Webinar ~ Certificates of Insurance and Additional Insureds: Making Sense of It All
Sep
17
8:00 AM08:00

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

 

INSTRUCTOR: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS

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.    

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Webinar ~ On Ethics: Data, Dilemmas and Knuckleheads [E&O CREDIT]
Sep
11
12:00 PM12:00

Webinar ~ On Ethics: Data, Dilemmas and Knuckleheads [E&O 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 ~ Funding Long-Term Care: Be Rich, Be Poor, Be Insured Webinar
Sep
10
12:00 PM12:00

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 ~ A Walk Around the Farm: Farm Liability Considerations
Sep
5
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 ~ Commercial Liability Claims that Cause Problems
Aug
29
12:00 PM12:00

Webinar ~ Commercial Liability Claims that Cause Problems

INSTRUCTOR: Terry Tadlock, CIC, CPCU, CRIS

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.

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Webinar ~Commercial Additional Insured Endorsements – Status and Purpose
Aug
28
12:00 PM12:00

Webinar ~Commercial Additional Insured Endorsements – Status and Purpose

Instructor: Robin Federicil      

OBJECTIVE: To teach insurance professionals about the most current versions of common commercial Additional Insured endorsements and what they do.   

DESCRIPTION: 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 ~ Contractors, Contractors, Contractors Webinar
Aug
28
8:00 AM08:00

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 ~ Life Insurance – The Magnificent Seven
Aug
27
8:00 AM08:00

Webinar ~ Life Insurance – The Magnificent Seven

INSTRUCTOR: Jerry Rhinehart

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 ~ Alphabet Soup: The Mistakes and Coverage Behind D&O, EPLI, FLI and EBL
Aug
21
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 ~How Savvy Businesses Use Life Insurance to Hedge Against Financial Losses
Aug
15
12:00 PM12:00

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

INSTRUCTOR: Karin Klaassen

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 ~ Everything’s Soaked and My Stuff Stinks: The Water Damage
Aug
13
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 ~ E&O Reasons and Solutions [E&O CREDIT]
Aug
13
8:00 AM08:00

Webinar ~ E&O Reasons and Solutions [E&O CREDIT]

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 ~ Ethics and E&O: Synergy, Not Rivalry [E&O CREDIT]
Aug
8
12:00 PM12:00

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

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 ~ Bill Wilson’s “When Words Collide: Resolving Coverage & Claims Disputes”, Part Four: Finding Resolution
Jul
30
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 ~Insurance Issues for Today's World
Jul
30
8:00 AM08:00

Webinar ~Insurance Issues for Today's World

INSTRUCTOR: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

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 ~ Bill Wilson’s “When Words Collide: Resolving Coverage & Claims Disputes”, Part 3 Three: Insurance Policy Interpretation
Jul
17
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 ~ Homeowner's Policy Coverage Concerns for the Modern Family Webinar
Jul
16
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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Webinar ~ Welcome to the Future Where Everyone Shares and Your Car Drives Itself
Jul
16
12:00 PM12:00

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

INSTRUCTOR: Kym Martell, CRM, CIC, CRIS, AAI

OBJECTIVE: To teach insurance professionals about the risks involved in ride-sharing, home-sharing and autonomous vehicles.

 

DESCRIPTION: 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 ~ If It Moves On the Farm It Presents a Risk
Jul
10
12:00 PM12:00

Webinar ~ If It Moves On the Farm It Presents a Risk

INSTRUCTOR: Sam Bennett

OBJECTIVE: To teach insurance professionals about coverage concerns regarding common farm equipment and vehicles.

 DESCRIPTION: This presentation will address the exposures associated with items on the farm that move – both under their own power and those provided mobility by other vehicles. The purpose of this presentation is to remind the agent that the policy forms we use can certainly provide the coverages necessary for the exposures, but without careful review of these forms, their many exclusions can prove problematic. The basis of the presentation will be the coverages for “mobile equipment” found in the farm liability forms routinely used in the agribusiness market, the coverages for owned and non-owned vehicles found in the Personal Auto Policy (PAP), and the “auto” coverages found in the Business Auto Policy (BAP).  Use of the exclusions found in each of these forms will solidify the understanding of the risks associated with items that move.

                                                                                                                                    

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

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Webinar ~Construction Contracts:  What The Insurance Agent Should Know, Do and NOT Do
Jul
9
12:00 PM12:00

Webinar ~Construction Contracts: What The Insurance Agent Should Know, Do and NOT Do

INSTRUCTOR: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

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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Webinar ~ Funding Long-Term Care: Be Rich, Be Poor, Be Insured Webinar
Jul
9
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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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 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 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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