Cyber Issues and Selling Tools (2 CE Credits)
1:00 p.m. - 3:00 p.m.

Instructed by Tim McClendon, CIC, CWCA, Managing Partner, Hertzel and McClendon | Read bio
Located in Cumberland IJ

This class will look at current cyber issues along with tips and tools for agents to assist in selling and servicing cyber insurance products. We will cover the following key points.

• Cyber Risks for Small to Mid-Size Enterprises (SME’S)
• Five Cyber Trends to Watch
• Work-From-Home Cyber Risks
• Cyber Underwriting
• SME Business Cyber Risk Examples
• Free Cyber Tools

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Common Causes of Agent's E&O Claims and How to Avoid Them (2 CE Credits)
1:00 p.m. - 3:00 p.m.
Instructed by Gunnar Kephart, Producer, Texas Insurance Professional Services, Inc. | Read bio
Located in Cumberland KL

E&O Claims often result from failing to execute basic transactions that occur daily in the agency. We will examine the common causes of claims and how to avoid them with examples of actual claims. Attendees will learn which insurance agency activities create exposures to E&O claims and specific procedures to reduce the likelihood of claims. Examples of E&O claims will be provided to reinforce understanding.

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Artificial Intelligence and Agents – Panic or Promise? (2 CE Credits)
3:00 p.m. - 5:00 p.m.
Instructed by Tom Wetzel, CEO, Thomas H. Wetzel & Associates | Read bio
Located in Cumberland KL

The insurance industry has long used artificial intelligence (AI) to streamline processes such as underwriting and claims.  The new generation of AI tools, however, represents a quantum leap in capability which will result in disruption and possible realignments in the insurance industry. Insurance agents face challenges and opportunities to ride the AI wave -- by using what AI can do to benefit themselves and their clients while amplifying those skills and qualities AI can’t replicate.

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Management Liability: Why Sell It? (2 CE Credits)
3:00 p.m. - 5:00 p.m.
Instructed by Tim McClendon, CIC, CWCA, Managing Partner, Hertzel and McClendon | Read bio
Located in Cumberland IJ

Management Liability is often tough for agents to sell. When a client wants to know why they should have it, what should we say? The answer heard most often by prospects is, “Why do we need that? We don’t have any stockholders. We’re not going to sue ourselves!”  Find out why privately held firms need this very valuable coverage. Here are some areas to be covered:

• What are the types of management liability claims?
• What are the main allegations of lawsuits?
• 5 Megatrends in D&O insurance.
• Can mergers and acquisitions result in liability claims?
• What are the duties of directors and officers?
• Key issues for nonprofit organizations.
• What is the Texas charitable immunity law?

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