List of Classes

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Lurking: Surprises In the Contractor’s CGL Policy & Endorsements to Watch Out For

Tuesday, January 24, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course examines a variety of Commercial General Liability policy features and endorsements that are sometimes added. We will focus on the effect these features and endorsements have on a contractor’s insurance program. While most of the endorsements discussed are reductions in coverage, some are important enhancements.


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

Wednesday, January 25, 2023
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.


Covering Online Fraud and Employees Who Turn Out to Be Crooks

Thursday, January 26, 2023
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 Nicole: Why Personal Lines Deductibles Always Confuse Insureds

Wednesday, February 1, 2023
1:00 p.m. - 2:00 p.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.


Why Insurance to Value and Liability Limits are Always Wrong (and How to Fix That)

Thursday, February 2, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Steven Lyon

Members $40
Non-members $60

This class takes an in depth look at insuring for the “worse case scenario” for both personal and commercial clients. A recent study indicates that 47% of your clients are at least 27% underinsured. After taking this class, I think you will agree that almost 75% of your clients are more than 50% underinsured!! This class takes a look at the problems with advice we have been giving our clients for 50 years!


Claims That Will Convince Your Insured to Enhance Their Homeowners Coverage

Thursday, February 2, 2023
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.


Certificates and Additional Insureds: What Did I Do to Deserve This?!

Tuesday, February 7, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Carissa Bonner

Members $40
Non-members $60

Ask a hundred commercial insurance professionals to describe in a few words the most frustrating part of the job and 99 of them likely will answer “certificates” or “Additional Insured endorsements.” The seemingly constant changes to rules, requests, form filings, and other issues at best cause headaches, at worst, E&O claims! This course will review several common issues with COIs and AI endorsements and the best practices regarding their use.


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

Thursday, February 9, 2023
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.


Chris Amrhein’s “Adventures in Aging”: Social Security & Other Retirement Income Solutions

Thursday, February 9, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Retirement is coming (and for many has already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Social Security and other retirement income solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!


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

Tuesday, February 21, 2023
8:00 a.m. - 11:00 a.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.


Ethical Dilemmas in Insurance and the Responsibilities of Agents

Tuesday, February 21, 2023
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.




Mastering Business Income: Tools & Tips to Keep Insureds Flush

Thursday, February 23, 2023
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.


Commercial Property: Recent Changes and Crucial Concepts

Tuesday, February 28, 2023
12:00 p.m. - 3:00 p.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.


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

Wednesday, March 1, 2023
1:00 p.m. - 2:00 p.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.


More Money, More (Insurance) Problems? Mastering P&C Coverage for the Affluent Market

Thursday, March 2, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credit
Instructed by Kym Martell

Members $40
Non-members $60

This course is designed to take an in-depth look into the affluent/high-net-worth marketplace and the challenges posed by the unique exposures and lifestyles. Discussion will focus on their needs and some of the most frequently overlooked coverage gaps, as well as the underwriting and risk management issues.


Growing Good Insurance: Using Property & Liability Endorsements to Fortify Farm Risks

Thursday, March 2, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credit
Instructed by Samuel Bennett

Members $40
Non-members $60

This presentation will concentrate on the Insurance Services Office (ISO) Farm Property and Liability Coverage Forms and vital endorsements necessary for most clients involved in an agribusiness operation.


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

Tuesday, March 7, 2023
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.


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

Tuesday, March 7, 2023
12:00 p.m. - 3:00 p.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, March 9, 2023
8:00 a.m. - 11:00 a.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 Bad Thing Happened: Handling Commercial Claims & Coverage Disputes

Tuesday, March 14, 2023
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.


Employment Practices Liability - A Coverage No Business Can Afford to Be Without

Thursday, March 16, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course addresses 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. We will discuss the employment-related exposures and what features to look for in an Employment Practices Liability (EPL) policy.


Certificates of Insurance and the Coverage Issues that Go With Them

Tuesday, March 21, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

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.




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

Wednesday, March 22, 2023
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.


Flood Insurance, FEMA, and the NFIP

Thursday, March 23, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Robin Federici

Members $40
Non-members $60

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. This course incorporates discussion on recent changes with the NFIP as well as many general principles of flood insurance.


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

Thursday, March 23, 2023
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.


Chris Amrhein’s “Adventures in Aging”: Medicare and Other Retirement Healthcare Solutions

Tuesday, March 28, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Medicare is coming (or for many, it’s already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Medicare and other healthcare solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!


Commercial Property: Recent Changes and Crucial Concepts

Tuesday, April 11, 2023
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.


Planting the Seed: Agent Strategies to Get and Keep Agribusiness Insureds

Tuesday, April 11, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Samuel Bennett

Members $40
Non-members $60

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.


Covering Online Fraud and Employees Who Turn Out to Be Crooks

Wednesday, April 12, 2023
8:00 a.m. - 11:00 a.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: Certificates of Insurance - Headaches & Remedies

Wednesday, April 12, 2023
1:00 p.m. - 2:00 p.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.


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

Thursday, April 13, 2023
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.


Certificates and Additional Insureds: What Did I Do to Deserve This?!

Tuesday, April 18, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Carissa Bonner

Members $40
Non-members $60

Ask a hundred commercial insurance professionals to describe in a few words the most frustrating part of the job and 99 of them likely will answer “certificates” or “Additional Insured endorsements.” The seemingly constant changes to rules, requests, form filings, and other issues at best cause headaches, at worst, E&O claims! This course will review several common issues with COIs and AI endorsements and the best practices regarding their use.


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

Wednesday, April 19, 2023
1:00 p.m. - 2:00 p.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

Thursday, April 20, 2023
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.


Lurking: Surprises In the Contractor’s CGL Policy & Endorsements to Watch Out For

Tuesday, April 25, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course examines a variety of Commercial General Liability policy features and endorsements that are sometimes added. We will focus on the effect these features and endorsements have on a contractor’s insurance program. While most of the endorsements discussed are reductions in coverage, some are important enhancements.


Why Good People Do Bad Things: A Deep Dive Into Agency Ethics

Tuesday, April 25, 2023
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

Join agency principal and long-time insurance educator Terry Tadlock as he reviews the reasons why an agency’s leadership, culture and perception of ethical conduct often cause agency staff to make bad decisions with potentially devastating consequences for insureds.




An Hour with Dave: Fast Facts About Flood

Wednesday, April 26, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by David Thompson

Members $25
Non-members $45

Join David Thompson, CPCU, as he takes you down “life in the fast lane” looking at some of the most important aspects of the National Flood Insurance Program. Topics will include: the new Risk Rating 2.0, 30-day wait, private flood insurance, other structures, the HFIAA surcharge, the loss of grandfathering, and the new “glide path” for rating.


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

Thursday, April 27, 2023
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!


Chris Amrhein’s “Adventures in Aging”: Social Security & Other Retirement Income Solutions

Thursday, April 27, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Retirement is coming (and for many has already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Social Security and other retirement income solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!


Leadership and Liability: Insuring Executive Risk

Tuesday, May 9, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Steven Lyon

Members $40
Non-members $60

Sometimes referred to as Management Liability coverages, this class will explore the importance of protecting your executives as they operate at home and around the world. Some of the policies to be analyzed include Directors & Officers Liability, Employment Practices, Fiduciary Liability, and Kidnap & Ransom protection. Since most of these policies have claims made triggers, we will explore the significant terms and condition that trigger coverage and/or prevent coverage from applying. Don’t let your executives leave home without these coverages!


Ethical Dilemmas in Insurance and the Responsibilities of Agents

Tuesday, May 9, 2023
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.




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

Wednesday, May 10, 2023
8:00 a.m. - 11:00 a.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.


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

Wednesday, May 10, 2023
1:00 p.m. - 2:00 p.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.


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

Thursday, May 11, 2023
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.


More Money, More (Insurance) Problems? Mastering P&C Coverage for the Affluent Market

Thursday, May 11, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credit
Instructed by Kym Martell

Members $40
Non-members $60

This course is designed to take an in-depth look into the affluent/high-net-worth marketplace and the challenges posed by the unique exposures and lifestyles. Discussion will focus on their needs and some of the most frequently overlooked coverage gaps, as well as the underwriting and risk management issues.


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

Wednesday, May 17, 2023
1:00 p.m. - 2:00 p.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.


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

Thursday, May 18, 2023
8:00 a.m. - 11:00 a.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.


Chris Amrhein’s “Adventures in Aging”: Medicare and Other Retirement Healthcare Solutions

Thursday, May 18, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Medicare is coming (or for many, it’s already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Medicare and other healthcare solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!


Flood Insurance, FEMA, and the NFIP

Tuesday, May 23, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Robin Federici

Members $40
Non-members $60

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. This course incorporates discussion on recent changes with the NFIP as well as many general principles of flood insurance.


Mastering Business Income: Tools & Tips to Keep Insureds Flush

Tuesday, May 23, 2023
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 Sam: A Numbers Game - Mastering the Coverage Symbols in a Business Auto Policy

Wednesday, May 24, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Samuel Bennett

Members $25
Non-members $45

The Insurance Services Office (ISO) Business Auto Coverage Form (CA 00 01 11 20) is an incredibly important risk finance tool for many insureds. Agents MUST understand this policy’s Coverage Symbols and how they are essential to the process of constructing adequate coverage. Whether your insured uses large trucks, pickups, private passenger autos, a keen understanding of this coverage form begins with the Coverage Symbols.


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

Thursday, May 25, 2023
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.


Employment Practices Liability - A Coverage No Business Can Afford to Be Without

Wednesday, June 7, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course addresses 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. We will discuss the employment-related exposures and what features to look for in an Employment Practices Liability (EPL) policy.


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

Wednesday, June 7, 2023
1:00 p.m. - 2:00 p.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.


Certificates and Additional Insureds: What Did I Do to Deserve This?!

Thursday, June 15, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Carissa Bonner

Members $40
Non-members $60

Ask a hundred commercial insurance professionals to describe in a few words the most frustrating part of the job and 99 of them likely will answer “certificates” or “Additional Insured endorsements.” The seemingly constant changes to rules, requests, form filings, and other issues at best cause headaches, at worst, E&O claims! This course will review several common issues with COIs and AI endorsements and the best practices regarding their use.


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

Thursday, June 15, 2023
12:00 p.m. - 3:00 p.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.


Commercial Property: Recent Changes and Crucial Concepts

Tuesday, June 20, 2023
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.


The Bad Thing Happened: Handling Commercial Claims & Coverage Disputes

Tuesday, June 20, 2023
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.


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

Wednesday, June 21, 2023
1:00 p.m. - 2:00 p.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

Thursday, June 22, 2023
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.


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

Tuesday, June 27, 2023
8:00 a.m. - 11:00 a.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.




Chris Amrhein’s “Adventures in Aging”: Social Security & Other Retirement Income Solutions

Tuesday, June 27, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Retirement is coming (and for many has already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Social Security and other retirement income solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!


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

Wednesday, June 28, 2023
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.


Growing Good Insurance: Using Property & Liability Endorsements to Fortify Farm Risks

Thursday, June 29, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credit
Instructed by Samuel Bennett

Members $40
Non-members $60

This presentation will concentrate on the Insurance Services Office (ISO) Farm Property and Liability Coverage Forms and vital endorsements necessary for most clients involved in an agribusiness operation.


Certificates of Insurance and the Coverage Issues that Go With Them

Thursday, June 29, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

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.




Past Events

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

Tuesday, January 10, 2023
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.


Chris Amrhein’s “Adventures in Aging”: Medicare and Other Retirement Healthcare Solutions

Tuesday, January 10, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Medicare is coming (or for many, it’s already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Medicare and other healthcare solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!


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

Wednesday, January 11, 2023
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.


An Hour with Sam: The Policy's Position on Home-Sharing and How to Handle It

Wednesday, January 11, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Samuel Bennett

Members $25
Non-members $45

The goal of this course is multifaceted. We will review reasons why our personal lines clients wish to participate in sharing activities. We will discuss concerns that exist when our clients offer their property and/or use property of others via popular web-enabled services such as VRBO, Airbnb and similar platforms. We’ll explore the most commonly-used homeowner coverage form and the endorsements introduced for these exposures. Finally, we’ll glance at the personal auto policy as well as watercraft and recreational vehicle coverage forms to better understand coverage issues that may arise when these items are shared with others.


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

Thursday, January 12, 2023
8:00 a.m. - 11:00 a.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.


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

Tuesday, January 17, 2023
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.


Planting the Seed: Agent Strategies to Get and Keep Agribusiness Insureds

Tuesday, January 17, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Samuel Bennett

Members $40
Non-members $60

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.


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

Thursday, January 19, 2023
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!


Why Good People Do Bad Things: A Deep Dive Into Agency Ethics

Thursday, January 19, 2023
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

Join agency principal and long-time insurance educator Terry Tadlock as he reviews the reasons why an agency’s leadership, culture and perception of ethical conduct often cause agency staff to make bad decisions with potentially devastating consequences for insureds.