List of Classes

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2024


An Hour with Dave: All-Things Ordinance or Law (Personal and Commercial)

Tuesday, March 5, 2024
10:00 a.m. - 11:00 a.m.

1 CE Credit
Instructed by David Thompson

Members $25
Non-members $40

While many insurance pros are familiar with the term “Ordinance or Law”, many don’t have a keen understanding of its role in a homeowners or commercial property policy. This course reviews examples of ordinances and laws regarding damaged structures, the policy exclusions for compliance exposures as well as methods to insure them.


All-Things Ethics: Agent Obligations, Standards, Authority and More

Tuesday, March 5, 2024
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Steven Lyon

Members $40
Non-members $60

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.




The Fine Print: Understanding the Contractual Obligations of Your Insured

Thursday, March 7, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Steven Lyon

Members $40
Non-members $60

You know the drill: insured signs contract, insured doesn’t understand contract, contract obligates insured to pay for something, insured gets angry, insured blames insurer/agent. So goes the never-ending cycle of confusing contacts and contractual liability issues…until now! Join contract and coverage expert Steve Lyon for this in-depth discussion on many issues stemming from “insured contracts” to indemnification agreements to hold harmless provisions and all things in between.


An Hour with Nicole: Everything You Need to Know About Insuring Work-From-Home Exposures

Tuesday, March 19, 2024
10:00 a.m. - 11:00 a.m.

1 CE Credit
Instructed by Nicole Broch

Members $25
Non-members $45

Working from home has become a staple of employment in America. Whether the “WFHomer” is doing so on behalf of an employer or running his/her own business, reliance on the homeowners policy is risky. In this course we’ll look at the unendorsed ISO Homeowners Forms for coverage, exclusions, and available endorsements. Personal lines pros who understand the limits of the homeowners forms and ask the right risk analysis questions of their clients will help prevent errors and omissions claims, increase customer retention, and add value to their clients’ insurance portfolios.


Claims That Will Convince Your Insured to Enhance Their Homeowners Coverage

Tuesday, March 19, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

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.


Forward and Backward: Insuring Emerging Risks, Surviving Deteriorating Markets

Thursday, March 21, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Patrick Wraight

Members $40
Non-members $60

This course highlights a few emerging risks such as cyber, cannabis, and artificial intelligence as well as coverage concerns posed by them. Additionally, the course will detail industry-wide effects of regional cost factors such as litigation and deteriorating market conditions.


Cyber Coverage: Protecting Your Insureds From Hackers, Liars, & Really Bad Bots

Thursday, March 21, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

The technology upon which today’s business depends creates new exposures for our insureds. We will examine the most common first and third-party 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.


Commercial Property: Recent Changes and Crucial Concepts

Tuesday, March 26, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

The Insurance Services Office’s (ISO) latest additions to its Commercial Property forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the forms and gain expertise on many features including some that benefit the insured and some that don’t.


Mastering Business Income: Tools & Tips to Keep Insureds Flush

Tuesday, March 26, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

Many insurance pros know it’s the (indirect) loss after the (direct) loss that kills the business. Unfortunately, many lack an understanding of Business Income and related coverages to the point where such may not even be offered to an insured! This course is designed to dive deep into this essential coverage and prove to agents why it may be the most important insurance a business can have.


An Hour with Dave: Coverages That Keep a Business Income Loss From Bankrupting You

Wednesday, March 27, 2024
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by David Thompson

Members $25
Non-members $45

The direct damage event (think fire or hurricane) has come and gone. Your insured is now faced with a new dilemma: how to keep the money flowing or risk losing the business. This course reviews essential coverages to keep your insured from going bankrupt including Business Income, Extra Expense, loss of utility services, spoilage and more.


Covering Online Fraud and Employees Who Turn Out to Be Crooks

Thursday, March 28, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course discusses two of the coverages available under commercial crime policies, with a focus on the Insurance Services Office (ISO) Commercial Crime program. We will begin with a discussion of the difference between Discovery and Loss Sustained coverage triggers. We will discuss Employee Theft coverage, the use of Employee Theft coverage to satisfy ERISA requirements and how the Employee Dishonesty coverage in the BOP differs from the Employee Theft Coverage in the Crime program. We will move on to a discussion of Computer and Funds Transfer Fraud including adding coverage for Fraudulent Impersonation/Social Engineering losses.


An Hour with Cathy: Commercial Property Valuation Options (aka "How Big is the Check?!")

Tuesday, April 9, 2024
10:00 a.m. - 11:00 a.m.

1 CE Credit
Instructed by Catherine Trischan

Members $25
Non-members $45

This course begins with a discussion of various types of valuation in commercial property insurance including replacement cost and actual cash value. We will discuss coinsurance, changes in values over the course of the policy term, state over-insurance laws as well as valued policy laws and functional valuation.


Ethical Dilemmas in Insurance and the Responsibilities of Agents

Tuesday, April 9, 2024
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to prospects and clients, insurance carriers, and to third parties. Throughout the course, we will discuss various ethical dilemmas insurance producers face and possible solutions.




An Hour with Kevin: Using Small Motor Vehicles to Break Things & Hurt People

Thursday, April 11, 2024
10:00 a.m. - 11:00 a.m.

1 CE Credit
Instructed by Kevin Amrhein

Members $25
Non-members $45

This course reviews several exposures associated with various small motor vehicles such as ATVs, kids’ toys, golf carts and lawnmowers. The course will review common ISO policy language that addresses exposures and the options agents may have to close the gaps.


The Fine Print: Understanding the Contractual Obligations of Your Insured

Thursday, April 11, 2024
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Steven Lyon

Members $40
Non-members $60

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.


Insuring Vehicles, Equipment and Other Stuff That Moves – Personal & Commercial Lines

Tuesday, April 16, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Samuel Bennett

Members $40
Non-members $60

If it’s designed to move it can break things and hurt people. Is it covered? If so, how and where? This presentation will explore how coverage may be found (or excluded!) for vehicles, equipment and other stuff that moves in the Homeowner Policy, Personal Auto Policy, Commercial General Liability Coverage Form and Business Auto Coverage Form.


Inflation and Personal Lines: Helping Insureds Understand Why It Matters and What to Do

Tuesday, April 16, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

Personal lines insurance consumers know the pinch of inflation on seemingly all goods and services. What’s the impact on personal insurance rates and coverage? This course reviews several factors as to how inflation across other industries impacts personal insurance and how to explain this to insureds. We’ll discuss options in various policies that can help insureds avoid underinsurance and help agents avoid E&O claims stemming from underinsurance situations.


“Wait…What the #^&* Just Happened?!” Fourteen Personal Lines Issues To Know Before It’s Too Late

Tuesday, April 23, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

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.


Stinkin Rich, Insurance Poor: P&C Coverage Challenges for High-Net-Worth Individuals

Thursday, April 25, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Kym Martell

Members $40
Non-members $60

Personal lines insurance pros often face challenges when trying to identify and place exposures unique to high-net-worth individuals. This course is a deep-dive into many such exposures and will assist agents in the risk management process as well as providing needed insurance solutions for such insureds.


Social Security and Medicare: Your Questions Answered

Thursday, April 25, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the chaos. Whether you are seeking info to help a customer, spouse, parent, relative or preparing for your own journey through the retirement “right of passage”, harvest the value of experience and take this course!


Certificates, Contractors, and You: Fights, Coverage Issues, Best Practices

Thursday, May 2, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

Contractor insureds and their agents are all-too-familiar with issues regarding Certificates of Insurance as well as endorsements often requested with them. This course will review many considerations for agents when issuing a certificate and discuss ways to avoid some of the common problems and errors. Issues regarding Additional Insureds, Waivers of Subrogation and other requests frequently made of agents will be discussed.


An Hour with Sam: Physical Damage Coverage Concerns in the Personal Auto Policy

Thursday, May 9, 2024
10:00 a.m. - 11:00 a.m.

1 CE Credit
Instructed by Samuel Bennett

Members $40
Non-members $60

The Insurance Services Office (ISO) Personal Auto Policy (PAP) is the most frequently written coverage form in our industry. Regardless, this form has many ‘mysteries’ – for both the insurance professional and the policyholder. This presentation will address a few physical damage coverage (or as ISO calls it: Part D – Coverage For Damage To Your Auto) concerns in the PAP and will provide information on endorsements that should be considered for nearly every Personal Auto risk.


All-Things Ethics: Agent Obligations, Standards, Authority and More

Thursday, May 9, 2024
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Steven Lyon

Members $40
Non-members $60

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.




An Hour with Nicole: Why Personal Lines Deductibles Always Confuse Insureds

Tuesday, May 14, 2024
10:00 a.m. - 11:00 a.m.

1 CE Credit
Instructed by Nicole Broch

Members $25
Non-members $45

Deductibles are commonly understood when agents sell and service a policy. However, applying deductibles to a loss may work a little differently than insureds (and sometimes agents!) expect. This course uses several examples to fortify an agent’s understanding of both general and unique applications of deductibles in common personal lines policies.


Claims That Will Convince Your Insured to Enhance Their Homeowners Coverage

Tuesday, May 14, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

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.


Homeowners Deep-Dive: What You Need to Know About the Most Recent Forms

Thursday, May 16, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

After many years in the making, the Insurance Services Office’s (ISO) latest edition of its Homeowners forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the forms and gain expertise on many features including some that benefit the insured and some that don’t.


Cyber Coverage: Protecting Your Insureds From Hackers, Liars, & Really Bad Bots

Thursday, May 16, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

The technology upon which today’s business depends creates new exposures for our insureds. We will examine the most common first and third-party 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.


The Bad Thing Happened: Handling Commercial Claims & Coverage Disputes

Tuesday, May 21, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

This course looks at several common commercial lines insurance policies and examples of actual claims that challenged the coverage (or lack thereof) provided. Agents who take this course will gain expertise in various coverage scenarios and be better positioned to advocate for the insured not if but when the bad thing happens.


Transportation Insurance: A Non-Standard Business Exposure

Thursday, May 23, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Robin Federici

Members $40
Non-members $60

Annual transportation policies, Trip Transit policies, Motor Truck Cargo policies and Owners Form Motor Truck Cargo policies – all non-standard policy forms BUT most businesses have a transportation exposure! This course will provide information on the “general” and “usual” policy provisions found in many of these non-standard forms including covered property interests, excluded property, valuations, coinsurance, subrogation and coverage territories.


Social Security and Medicare: Your Questions Answered

Thursday, May 23, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the chaos. Whether you are seeking info to help a customer, spouse, parent, relative or preparing for your own journey through the retirement “right of passage”, harvest the value of experience and take this course!


An Hour with Sam: Liability Concerns in the Personal Auto Policy

Thursday, June 6, 2024
10:00 a.m. - 11:00 a.m.

1 CE Credit
Instructed by Samuel Bennett

Members $25
Non-members $40

The Insurance Services Office (ISO) Personal Auto Policy (PAP) is the most frequently written coverage form in our industry. Regardless, this form has many ‘mysteries’ – for both the insurance professional and the policyholder. This presentation will address a few liability concerns in the PAP and will provide information on endorsements that should be considered for nearly every Personal Auto risk.


Mastering Business Income: Tools & Tips to Keep Insureds Flush

Thursday, June 6, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

Many insurance pros know it’s the (indirect) loss after the (direct) loss that kills the business. Unfortunately, many lack an understanding of Business Income and related coverages to the point where such may not even be offered to an insured! This course is designed to dive deep into this essential coverage and prove to agents why it may be the most important insurance a business can have.


Bots, Crypto, Weed and Other Risks You Never Imagined Insuring (But Here We Are)

Thursday, June 13, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Steven Lyon

Members $40
Non-members $60

Big data is watching your every move. Virtual currencies are powering transactions globally. Cars are driving themselves, stuff orbiting the earth can actually hurt you, genetically modified animals and marijuana are everywhere. This mind-blowing course discusses these and many other exposures that just recently would’ve seemed too futuristic to even exist (much less create an insurance concern) but here we are!


An Hour with Cathy: Certificates of Insurance - Headaches & Remedies

Tuesday, June 18, 2024
10:00 a.m. - 11:00 a.m.

1 CE Credit
Instructed by Catherine Trischan

Members $25
Non-members $45

This course will familiarize the participants with some of the issues faced by insurance professionals when they issue Certificates of Insurance for their customers.


Ethical Dilemmas in Insurance and the Responsibilities of Agents

Tuesday, June 18, 2024
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to prospects and clients, insurance carriers, and to third parties. Throughout the course, we will discuss various ethical dilemmas insurance producers face and possible solutions.




How It’s Built, How It’s Used, Will It Survive: Elements of Property Underwriting

Thursday, June 20, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Patrick Wraight

Members $40
Non-members $60

This course reviews many factors of a building’s construction and occupancy and how underwriters use data to determine and classify a property risk. After taking this course, insurance pros will have a better understanding of construction strategy, mitigating risks such as fire and wind, and tools used by property underwriters.


Covering Online Fraud and Employees Who Turn Out to Be Crooks

Thursday, June 20, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course discusses two of the coverages available under commercial crime policies, with a focus on the Insurance Services Office (ISO) Commercial Crime program. We will begin with a discussion of the difference between Discovery and Loss Sustained coverage triggers. We will discuss Employee Theft coverage, the use of Employee Theft coverage to satisfy ERISA requirements and how the Employee Dishonesty coverage in the BOP differs from the Employee Theft Coverage in the Crime program. We will move on to a discussion of Computer and Funds Transfer Fraud including adding coverage for Fraudulent Impersonation/Social Engineering losses.


Flood Insurance: What You Need to Know

Tuesday, June 25, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

Join flood guru David Thompson for a discussion on many factors regarding flood insurance and the National Flood Insurance Program. This course follows the general curriculum for flood insurance training as set forth by FEMA. Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance.


Inflation and Personal Lines: Helping Insureds Understand Why It Matters and What to Do

Tuesday, June 25, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

Personal lines insurance consumers know the pinch of inflation on seemingly all goods and services. What’s the impact on personal insurance rates and coverage? This course reviews several factors as to how inflation across other industries impacts personal insurance and how to explain this to insureds. We’ll discuss options in various policies that can help insureds avoid underinsurance and help agents avoid E&O claims stemming from underinsurance situations.


An Hour with Dave: All-Things Ordinance or Law (Personal and Commercial)

Wednesday, June 26, 2024
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by David Thompson

Members $25
Non-members $40

While many insurance pros are familiar with the term “Ordinance or Law”, many don’t have a keen understanding of its role in a homeowners or commercial property policy. This course reviews examples of ordinances and laws regarding damaged structures, the policy exclusions for compliance exposures as well as methods to insure them.


Why Inadequate EPLI Will Close Your Business (and What to Do About It)

Thursday, June 27, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

Many businesses do not carry Employment Practices Liability Insurance (EPLI) and some that do have confusing policies with limited coverage. This course begins with a discussion of why ALL businesses big and small must consider EPLI. The course will discuss some important concepts to understand when writing claims made policies and address many employment-related liability exposures faced by today’s employers: discrimination and harassment claims by employees and third parties, employee privacy concerns, retaliation claims, wage and hour claims and more as well as how common EPLI policies address such exposures.



Past Events

An Hour with Cathy: Certificates of Insurance - Headaches & Remedies

Tuesday, January 9, 2024
10:00 a.m. - 11:00 a.m.

1 CE Credit
Instructed by Catherine Trischan

Members $25
Non-members $45

This course will familiarize the participants with some of the issues faced by insurance professionals when they issue Certificates of Insurance for their customers.


Mastering Business Income: Tools & Tips to Keep Insureds Flush

Tuesday, January 9, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

Many insurance pros know it’s the (indirect) loss after the (direct) loss that kills the business. Unfortunately, many lack an understanding of Business Income and related coverages to the point where such may not even be offered to an insured! This course is designed to dive deep into this essential coverage and prove to agents why it may be the most important insurance a business can have.


Homeowners Deep-Dive: What You Need to Know About the Most Recent Forms

Thursday, January 11, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

After many years in the making, the Insurance Services Office’s (ISO) latest edition of its Homeowners forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the forms and gain expertise on many features including some that benefit the insured and some that don’t.


All-Things Ethics: Agent Obligations, Standards, Authority and More

Thursday, January 18, 2024
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Steven Lyon

Members $40
Non-members $60

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.




Bots, Crypto, Weed and Other Risks You Never Imagined Insuring (But Here We Are)

Tuesday, January 23, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Steven Lyon

Members $40
Non-members $60

Big data is watching your every move. Virtual currencies are powering transactions globally. Cars are driving themselves, stuff orbiting the earth can actually hurt you, genetically modified animals and marijuana are everywhere. This mind-blowing course discusses these and many other exposures that just recently would’ve seemed too futuristic to even exist (much less create an insurance concern) but here we are!


Insuring Vehicles, Equipment and Other Stuff That Moves – Personal & Commercial Lines

Tuesday, January 23, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Samuel Bennett

Members $40
Non-members $60

If it’s designed to move it can break things and hurt people. Is it covered? If so, how and where? This presentation will explore how coverage may be found (or excluded!) for vehicles, equipment and other stuff that moves in the Homeowner Policy, Personal Auto Policy, Commercial General Liability Coverage Form and Business Auto Coverage Form.


Big Rig, Big Risk: Mastering Trucking Accounts

Thursday, January 25, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Robin Federici

Members $40
Non-members $60

Society as we know it depends on the trucking industry getting from A to B unscathed. Sometimes, accidents happen. The Motor Carrier Coverage Form (MCCF) is at the core of many Motor Carrier/Trucking accounts. This course takes a deep dive into the Insurance Services Office (ISO) MCCF, exclusions, and conditions. It will emphasize how understanding “who is an insured” shapes the coverage, provide the answer to a variety of coverage questions on the effect of ISO symbols and how exceptions to exclusions provide some surprising expansions of coverage.


Claims That Will Convince Your Insured to Enhance Their Homeowners Coverage

Tuesday, January 30, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

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.


Covering Online Fraud and Employees Who Turn Out to Be Crooks

Tuesday, January 30, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course discusses two of the coverages available under commercial crime policies, with a focus on the Insurance Services Office (ISO) Commercial Crime program. We will begin with a discussion of the difference between Discovery and Loss Sustained coverage triggers. We will discuss Employee Theft coverage, the use of Employee Theft coverage to satisfy ERISA requirements and how the Employee Dishonesty coverage in the BOP differs from the Employee Theft Coverage in the Crime program. We will move on to a discussion of Computer and Funds Transfer Fraud including adding coverage for Fraudulent Impersonation/Social Engineering losses.


An Hour with Kevin: Using Small Motor Vehicles to Break Things & Hurt People

Tuesday, February 6, 2024
10:00 a.m. - 11:00 a.m.

1 CE Credit
Instructed by Kevin Amrhein

Members $25
Non-members $45

This course reviews several exposures associated with various small motor vehicles such as ATVs, kids’ toys, golf carts and lawnmowers. The course will review common ISO policy language that addresses exposures and the options agents may have to close the gaps.


Bots, Crypto, Weed and Other Risks You Never Imagined Insuring (But Here We Are)

Tuesday, February 6, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Steven Lyon

Members $40
Non-members $60

Big data is watching your every move. Virtual currencies are powering transactions globally. Cars are driving themselves, stuff orbiting the earth can actually hurt you, genetically modified animals and marijuana are everywhere. This mind-blowing course discusses these and many other exposures that just recently would’ve seemed too futuristic to even exist (much less create an insurance concern) but here we are!


Liar!: An Agent's Role in Identifying & Handling Fraud

Tuesday, February 13, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Kym Martell

Members $40
Non-members $60

They’re out there. And with a bit of misfortune, some may find their way into your book of business. You already know that insureds and prospects who engage in fraud are bad news but some are harder to spot then others. This course reviews techniques agents can use to identify and deal with insurance fraud. With an abundance of examples and case studies, agents will gain expertise in sniffing out the liars.


An Hour with Sam: Liability Concerns in the Personal Auto Policy

Thursday, February 15, 2024
10:00 a.m. - 11:00 a.m.

1 CE Credit
Instructed by Samuel Bennett

Members $25
Non-members $40

The Insurance Services Office (ISO) Personal Auto Policy (PAP) is the most frequently written coverage form in our industry. Regardless, this form has many ‘mysteries’ – for both the insurance professional and the policyholder. This presentation will address a few liability concerns in the PAP and will provide information on endorsements that should be considered for nearly every Personal Auto risk.


Ethical Dilemmas in Insurance and the Responsibilities of Agents

Thursday, February 15, 2024
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to prospects and clients, insurance carriers, and to third parties. Throughout the course, we will discuss various ethical dilemmas insurance producers face and possible solutions.




Marriage, Kids, Money, Assisted Living and Everything Between: Home and Auto Exposures For Life

Tuesday, February 20, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

This course looks at several common home and auto policy concerns which may escalate during certain times of the insured’s life cycle. Issues created by marriage (and its dissolution), having kids, making money, college, roommates, stuff in storage, entity ownership of property, assisted living and other exposures are reviewed.


Social Security and Medicare: Your Questions Answered

Tuesday, February 20, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the chaos. Whether you are seeking info to help a customer, spouse, parent, relative or preparing for your own journey through the retirement “right of passage”, harvest the value of experience and take this course!


The STORM 2024 Edition: Commercial and Personal Lines Coverage Concerns in the Wake of a Big One

Wednesday, February 21, 2024
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Kevin Amrhein

Members $40
Non-members $60

The big storm passes but leaves another in its wake. This course looks from both a commercial and personal lines perspective at the storm after the storm. Specifically, coverage issues resulting from Spoilage, Trees, Outages, Removal (of debris), and Money.


Flood Insurance: What You Need to Know

Thursday, February 22, 2024
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

Join flood guru David Thompson for a discussion on many factors regarding flood insurance and the National Flood Insurance Program. This course follows the general curriculum for flood insurance training as set forth by FEMA. Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance.


The Bad Thing Happened: Handling Commercial Claims & Coverage Disputes

Thursday, February 22, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

This course looks at several common commercial lines insurance policies and examples of actual claims that challenged the coverage (or lack thereof) provided. Agents who take this course will gain expertise in various coverage scenarios and be better positioned to advocate for the insured not if but when the bad thing happens.


Inflation and Personal Lines: Helping Insureds Understand Why It Matters and What to Do

Tuesday, February 27, 2024
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

Personal lines insurance consumers know the pinch of inflation on seemingly all goods and services. What’s the impact on personal insurance rates and coverage? This course reviews several factors as to how inflation across other industries impacts personal insurance and how to explain this to insureds. We’ll discuss options in various policies that can help insureds avoid underinsurance and help agents avoid E&O claims stemming from underinsurance situations.


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