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Contains 1 Component(s) Includes a Live Web Event on 12/14/2023 at 9:00 AM (EST)
3 Hours l CE: 3 l December 14 l 9:00 AM EST
To teach insurance professionals about the important things to consider when issuing Certificates of Insurance and about the coverage issues surrounding them. Certificates of Insurance and the endorsements often requested with them 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, Waiver of Subrogation and some of the requests frequently made of agents.
Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP
Director of Commercial Underwriting
E&K Insurance Group
Cathy Trischan has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting. She began her insurance career upon graduation from Rutgers University in 1987. She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several New Jersey agencies. In addition to her work with E&K, Cathy provides education and consulting services to other agents and brokers.
She is a National Faculty member of The National Alliance, speaking in the CIC, CISR and Ruble programs. She also serves as a mentor for new CIC and CISR faculty. Cathy is a regular presenter for various agents’ associations and other organizations and has taught both pre-licensing and continuing education courses. She has written courses and articles on various insurance topics. A firm believer that one should never stop learning, Cathy holds several professional designations including CIC, CRM and CPCU.-
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- Non-member - $105
- Member - $75
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Contains 2 Component(s) Includes Multiple Live Events. The next is on 12/13/2023 at 8:00 AM (EST)
7 Hours l CE: 7 l December 13 l 8:00 AM EST
Insurance is an integral part of any organization's overall risk management program. This course covers the steps involved in protecting an organization's assets, mission and its brand.
Risk Management Process & Risk Terms
Risk Control
Risk Identification
Risk Analysis
Risk AdministrationLIVE WEBINAR INFORMATION
1. Adobe FlashPlayer is required for viewing these webinars. Click here to download the latest version. Apple desktops and laptops can run Adobe either in a browser through FlashPlayer or by downloading the "add-in" when prompted prior to login to the webinar.
2. Computer or smart device with audio is required to view the webinar. Audio for these programs is available through the computer or app only so be sure you have speakers on your computer and that the volume is turned on. There is no telephone dial-in access.
3. Tablet and smartphone viewing is available through the Adobe Connect Mobile App.
4. The webinar access link will be provided prior to the webinar.
5. If you are testing for the designation, please click on the Exam Info tab for more details.
ADDITIONAL INFORMATION
This is an intermediate level course; participants attending should have some understanding and working knowledge of the topics listed above.This program will qualify as an update option for those who have the CISR designation.
Please note that this program is approved for E&O Loss Control Credit for Utica policyholders.
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- Non-member - $180
- Member - $180
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Contains 1 Component(s) Includes a Live Web Event on 12/12/2023 at 1:00 PM (EST)
3 Hours l CE: 3 l December 12 l 1:00 PM EST
This course uses a variety of scenarios to assist agents in ethical decision making. We will review several examples of agent obligations to insureds, carriers and others. We will discuss agency standards with regards to ethics, agent authority as perceived by others, and a variety of other situations. To teach attendees about various ethical obligations unique to the insurance industry.
Steven D. Lyon, CIC, CRM, CPCU, AAI, AIS, ARM, CRIS, MLIS
Principal and Founder
Lyon Consulting Services LLC
Steven Lyon is the Founder and Principal of Lyon Consulting Services, LLC, an independent educational consulting firm. Steve utilizes his 37 years of experience that comes from owning, operating, and managing a third-generation independent insurance agency in Northern New Jersey. In addition to owning an agency, Steve has served as the Regional Director of Education for a large brokerage firm, and was Regional Vice President in charge of personal lines for the Insurance Division of a dynamic Banking Institution.
Steve earned his CIC designation in 1980 and CRM in 2003. In addition, he holds the CPCU, ARM, AAI, AFIS, CRIS, AIS and MLIS designations. He is a National Faculty member for the National Alliance who regularly speaks at Ruble Graduate Seminars, CIC Institutes, Dynamic of Service classes, and CISR programs throughout the United States and Puerto Rico. In addition, Steve works closely with a wide variety of Professional Insurance Agent Associations, Independent Insurance Agent Associations, Large Brokers and Insurance Carriers.-
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- Non-member - $105
- Member - $75
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Contains 2 Component(s), Includes Credits Includes a Live Web Event on 12/12/2023 at 9:00 AM (EST)
3 Hours l CE: 3 l December 12 l 9:00 AM EST
This course will review the exposures that may cause an uncovered claim, supported by current statistics, to identify those areas that require a focus of risk management and efforts and insurance professional that often do not report potential occurrences due to the belief that they did not do anything wrong.
Additional review will consist of the key considerations affecting an agency faced with a potential E&O claim that looks at things every agency should be aware of when it comes to protecting customer personal information. It explores the agency’s general regulatory responsibilities for protecting personal data, the exposures faced by agencies, and provides some risk management guidance to help protect the agency’s operation and the data it keeps.
Qualifies for E&O discount! Please note that if you are outside of Ohio, this course does not provide CE credit.
Scott Treen, CIC, CPIA
President
Treen Insurance Agency
Scott Treen is the President of Treen Insurance Agency in Jefferson, Ohio. He has more than 30 years of experience as an insurance professional. He earned a bachelor's degree from Youngstown State University in 1981 and holds the CPIA designation and earned his CIC designation in 1999. Scott received the Jack V Hedges Educator of the year award in 2007 from the Professional Insurance Agents of Ohio and is on the National Faculty for the National Alliance.
Scott has taught for CISR, CIC, LUTCF, CPIA and other professional development courses and speaks to various civic groups. He has also taught insurance related curriculum to high school students. He was past president of the Ashtabula County Life Underwriters Association.
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- Non-member - $105
- Member - $75
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Contains 1 Component(s) Includes a Live Web Event on 12/07/2023 at 1:00 PM (EST)
3 Hours l CE: 3 l December 7 l 1:00 PM EST
This course dives deep into common personal lines policies to pull out fourteen frequently misunderstood coverage issues. Insurance pros who attend this course will gain valuable insight into these issues, how they could create a problem at claim time and strategies to ensure they don’t.
Scott Treen, CIC, CPIA
President
Treen Insurance Agency
Scott Treen is the President of Treen Insurance Agency in Jefferson, Ohio. He has more than 30 years of experience as an insurance professional. He earned a bachelor's degree from Youngstown State University in 1981 and holds the CPIA designation and earned his CIC designation in 1999. Scott received the Jack V Hedges Educator of the year award in 2007 from the Professional Insurance Agents of Ohio and is on the National Faculty for the National Alliance.
Scott has taught for CISR, CIC, LUTCF, CPIA and other professional development courses and speaks to various civic groups. He has also taught insurance related curriculum to high school students. He was past president of the Ashtabula County Life Underwriters Association.
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- Non-member - $105
- Member - $75
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Contains 1 Component(s) Includes a Live Web Event on 12/07/2023 at 9:00 AM (EST)
3 Hours l CE: 3 l December 7l 9:00 AM EST
To save a few bucks, consumers are quick to strip off valuable coverage from their homeowners policy and/or buy coverage that doesn’t match their exposure. This course will review several claims and coverage examples agents can use to talk their insureds through the importance of adequate homeowners coverage and endorsements to make the policy as broad as possible.
Nicole Broch, CIC, CISR
Territory Sales Manager
The Hanover Insurance Group
Nicole Broch spent over a decade as an Independent Insurance Agent and Manager of a successful partnership between a community financial institution and a local independent agency in Springfield, Illinois. She attended The Hartford School of Insurance and achieved her National Underwriter awarded Personal Lines Coverage Specialist (PLCS) designation in 2005. She went on to receive the National Alliance CISR designation in 2007 and CIC designation in 2009.
In addition to teaching National Alliance CISR modules, IIABA Errors & Omissions, Ethics, and customer service and professional development topics for IIAs, PIAs, and trade associations throughout the country, she is the Territory Sales Manager for The Hanover Group, supporting independent agents throughout Central and Southern Illinois. Originally from Florida, Nicole has a Bachelors degree in English from Florida State University and a Masters degree in Public Administration from the University of South Florida. Nicole has two children, Natalie and T.J., and enjoys playing golf, running, spending time with family, and volunteering in her community and in the insurance industry.-
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- Non-member - $105
- Member - $75
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Contains 2 Component(s) Includes Multiple Live Events. The next is on 12/06/2023 at 8:00 AM (EST)
7 Hours l CE: 7 l December 6 l 8:00 AM EST
This course examines coverage exclusions and limitations in the most current ISO Homeowners 3 – Special Form and the ISO Personal Auto Policy.
Learn to address exposures created by business activities, the ownership or use of recreational vehicles and watercraft, and the need for additional coverage through Personal Umbrella Liability and Catastrophe Coverage.
Topics:
- Business Activities of Personal Lines Clients – Unique exposures to in-home businesses, types of loss, risk management considerations, and methods of insuring exposures.
- Recreational Lines – Identify exposures faced by personal lines clients with recreational vehicles and watercraft.
- Personal Umbrella/Excess Liability – Understand Personal Umbrella Liability/Excess Liability Coverage concepts and identify and compare policy differences.
- Personal Lines Catastrophe Coverage – Coverage solutions and risk mitigation methods or resources available to personal lines consumers for catastrophic perils.
- Personal Lines Emerging Risks – Basics of how emerging risks develop, risk management process essentials, and how to apply the risk management process to an emerging risk.
*A brand-new course being offered in the CISR curriculum, the new Other Personal Lines Solutions course will now replace the Personal Lines Miscellaneous course.
IMPORTANT NOTE: Logging in early to the webinar allows time for troubleshooting if necessary.
Agenda
7:30 - 7:55 a.m. - Log in to the webinar early
8:00 a.m. - 12:00 p.m. - Webinar class in session with scheduled breaks
12:00 - 12:45 p.m. - Lunch Break (you may remain logged in during lunch)
12:45 - 4:00 p.m. - Webinar class in session with scheduled breaks *
4:00 - 4:30 p.m. - Q&A session for individuals earning the designation.
4:30 p.m. - Webinar concludes
* If you are not earning the designation and are attending only for CE and/or designation update credit, you may leave the webinar when the outline discussion concludes at 3:45 p.m.
This next part is the most important part…
How will they know I was there and give me credit?
To qualify for your update and state CE, you must answer the random attendance checks (3 per hour!). If you miss a poll, you MUST send a message using the chat saying what number poll you missed and why. An exception for a missed poll is not guaranteed, however we understand technical issues can happen so this is why it’s very important you immediately send a message in the chat to ensure you get CE!
Course Materials
Course materials can be found under the 'Handouts' tab in your Dashboard. You can print the materials or download them to an e-reader or laptop for reference during the webinar.
If you are taking the test to earn your CISR or CISR ELITE designation, you will be emailed exam instructions and a link to access the exam electronically following the course.
Do I have to do anything to make sure my CE gets filed?
If the course is not showing in your profile before the course, don’t panic! We request CE for everyone that is licensed, but requesting it through your account gives it an extra layer of protection in making sure there are no issues! If the course is showing up, below are the steps to request CE.
To request CE credit for this course, go to www.scic.com and follow these steps. Note that the course will not be showing in your course history until the day prior to the webinar.
1. Click on Sign In and enter your username and password.
2. Once logged in, click on Course History.
3. Find the appropriate course.
4. Click on Modify CE in the right column.
5. Complete the CE selection.
And just in case you have any additional questions, I created this handy dandy summary of questions I typically receive and their answers. You can find that here.
Cancellation Policy
You must complete the program in its entirety. Refunds and transfers will not be granted due to partial attendance.
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- Non-member - $180
- Member - $180
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Planting the Seed: Agent Strategies to Get and Keep Agribusiness Insureds - December Virtual Webinar
3 Hours l CE: 3 l December 5 l 1:00 PM EST
In order to reduce the thought of insurance as a commodity, the agent MUST enhance the value they bring to the agribusiness insurance buyer. This course will review the risk management process as well as available coverage forms and endorsements that allow agents to tailor the risk finance tool of insurance. Participants will learn about the tools available to protect entities, individuals and families involved in an agribusiness operation. To teach insurance professionals about methods to enhance the agent’s value to the agribusiness insurance buyer.
Samuel T. Bennett, CIC, AFIS, CRIS, CPIA
Training and Instructor
Harrison Agency, Inc
Sam Bennett is an active retail producer, presenter, and shareholder in Harrison Agency, Inc. of Columbia, MO. He began his insurance career in 1987 and has been an Independent Insurance Agent from the beginning. He has worked with individuals, families, and small businesses his entire career. In this capacity, he has worked in the personal lines, commercial lines, agribusiness and life and health marketplaces. As a result of working with many types of clients, many carriers, and many coverage needs, Sam has grown to understand and appreciate the important ways an insurance professional must work with markets and clients in today’s insurance world.
Sam obtained his Certified Insurance Counselor (CIC) designation in 1996. He has taught coursework for the National Alliance in their CISR program since 2000, has presented in their CIC program since 2004, and in 2009 became a National Faculty Member of the Society of CIC. Sam is also a speaker in IRMI’s Agribusiness and Farm Insurance Specialist (AFIS) program and is a speaker in the AIMS Society’s Certified Professional Insurance Agent (CPIA) program. He has been called upon to offer insurance education in conferences and symposiums across the country over the past twenty plus years.
As much as he enjoys speaking on insurance topics, Sam’s true passion is cooking. BBQ and soul food are his specialties. He likes nothing more than a lively pulled pork/crawfish/catfish/collard green discussion.
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- Non-member - $105
- Member - $75
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Contains 2 Component(s) Includes Multiple Live Events. The next is on 11/29/2023 at 8:00 AM (EST)
7 Hours l CE: 7 l November 29 l 8:00 AM EST
William T Hold Seminars give us the opportunity to dig deeper into coverages that you briefly touched on in the CISR program. This course covers the certificate of insurance and its related coverage issues. We will discuss the Certificate of Liability Insurance and the Evidence of Property Insurance forms, including a detailed discussion of the proper way to complete these forms. We will also discuss some of the requests commonly made of insurance producers. We will explore the coverage issues involved in completing the Certificate of Insurance, including waiver of subrogation, additional insured issues, auto symbols and more. With respect to the Evidence of Property Insurance, we will discuss the various interests that may be added to a commercial property policy.
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- Non-member - $180
- Member - $180
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Contains 1 Component(s) Includes a Live Web Event on 11/28/2023 at 1:00 PM (EST)
3 Hours l CE: 3 l November 28 l 1:00 PM EST
The technology upon which today’s business depends creates new exposures, including the laws concerning privacy and security of personal information and the effect they can have on our insureds. We will review some of the coverages available in the Cyber insurance market and discuss things to consider when selecting a product
Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP
Director of Commercial Underwriting
E&K Insurance Group
Cathy Trischan has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting. She began her insurance career upon graduation from Rutgers University in 1987. She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several New Jersey agencies. In addition to her work with E&K, Cathy provides education and consulting services to other agents and brokers.
She is a National Faculty member of The National Alliance, speaking in the CIC, CISR and Ruble programs. She also serves as a mentor for new CIC and CISR faculty. Cathy is a regular presenter for various agents’ associations and other organizations and has taught both pre-licensing and continuing education courses. She has written courses and articles on various insurance topics. A firm believer that one should never stop learning, Cathy holds several professional designations including CIC, CRM and CPCU.-
Register
- Non-member - $105
- Member - $75
- More Information
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Register