List of Classes

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

September 27, 2022 • 8:00 a.m. - 11:00 a.m.
Samuel T. Bennett, CIC, AFIS, CRIS, CPIA

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.

3 CE Credits

Members $40
Nonmembers $60

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Contracts Agents Should Read

September 27, 2022 • 12:00 p.m. - 3:00 p.m.
Terry L. Tadlock, CIC, CPCU, CRIS

Insureds are constantly signing contracts and accepting responsibility. Unfortunately, those same insureds often are unaware of the extent of such until it’s too late. When it comes to an insured’s contract, what is the role an agent should play? Join Terry Tadlock as he reviews several common types of contracts and provisions that may affect insurance coverage.

3 CE Credits

Members $40
Nonmembers $60

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

September 28, 2022 • 1:00 p.m. - 2:00 p.m.
Samuel T. Bennett, CIC, AFIS, CRIS, CPIA

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.

1 CE Credit

Members $25
Nonmembers $45

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Commercial Property - Direct vs. Indirect Damage

September 29, 2022 • 8:00 a.m. - 11:00 a.m.
Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW

We often sell direct and indirect damage coverages together, but did you know that these forms have little in common and do not require that one be purchased with the other? This course will include a discussion on some the differences between a direct damage property form and the indirect options available to commercial lines customers. We will explore some of the unique conditions and provisions in the Insurance Services Office (ISO) Building and Personal Property Coverage form and the ISO Business Income & Extra Expense forms.

3 CE Credits

Members $40
Nonmembers $60

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

September 29, 2022 • 12:00 p.m. - 3:00 p.m.
Chris Amrhein, AAI

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!

3 CE Credits

Members $40
Nonmembers $60

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That's Personal: Home & Auto Exposures Your Insured Doesn't Share (and Why That’s Bad)

October 4, 2022 • 8:00 a.m. - 11:00 a.m.
Scott A. Treen, CIC

Your personal insureds are keeping exposures from you that you need to know in order for their coverage to do its job. Assisted living, side jobs, “entity” ownership, unmarried and living together, off-premises activities and other common exposures are discussed in this course. Solutions will help agents discover the truth, close the gap and keep the account.

3 CE Credits

Members $40
Nonmembers $60

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Is This Stuff For Real? Understanding & Insuring Emerging Risks

October 4, 2022 • 12:00 p.m. - 3:00 p.m.
Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

This course starts with a discussion of the evolution of additional insured endorsements and the importance of the edition date. We will then discuss the ISO additional insured endorsements mostly commonly used when writing contracting accounts. Lastly, we will review the features to look for in carrier-specific additional insured endorsements.

3 CE Credits

Members $40
Nonmembers $60

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An Hour with Cathy: Three Commercial Property Insurance Problems and How to Fix Them

October 5, 2022 • 1:00 p.m. - 2:00 p.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

This course will familiarize the participants with some of the biggest coverage problems in commercial property forms: Debris Removal, Ordinance or Law and Vacancy. In each case, we will discuss the problem and possible solutions.

1 CE Credit

Members $25
Nonmembers $45

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Cyber - Evolution, Exposures, Incidents & Insurance

October 6, 2022 • 8:00 a.m. - 11:00 a.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

As cyber risks evolve, so do the insurance products designed to save a business from destruction. Join Cathy as she details the evolution of cyber exposures, discusses the meaning of a cyber “incident” and its importance, and reviews several facets of essential cyber insurance coverage.

3 CE Credits

Members $40
Nonmembers $60

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Nailed It: Understanding Insurance Requirements in Construction Contracts

October 6, 2022 • 12:00 p.m. - 3:00 p.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

Agencies with insureds in the construction industry are too familiar with the seemingly never-ending issues with construction contracts as they relate to insurance. Join Cathy as she discusses many common concerns regarding such contracts, their often indecipherable insurance requirements, and the role played by the insurance agent. Contractual liability, waivers of subrogation, Additional Insured requirements and many other issues will be discussed.

3 CE Credits

Members $40
Nonmembers $60

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

October 11, 2022 • 12:00 p.m. - 3:00 p.m.
Chris Amrhein, AAI

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!

3 CE Credits

Members $40
Nonmembers $60

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An Hour with Dave: Fast Facts About Flood

October 12, 2022 • 1:00 p.m. - 2:00 p.m.
David Thompson, CPCU

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.

1 CE Credit

Members $25
Nonmembers $45

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Autos, Garages and Dealers - Oh My! Knowing the Difference

October 13, 2022 • 8:00 a.m. - 11:00 a.m.
Carissa Bonner, ANIS, CRIS

The differences between garage policies and a general liability policy are often misunderstood by insurance pros as well as insureds. It’s essential to know the differences as well as what coverage is needed for insureds in dealerships and other segments of the auto business. This class will sharpen the insurance pro’s skills in understanding these their different forms and how they can work together to create a cohesive policy for the insured.

3 CE Credits

Members $40
Nonmembers $60

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Flood Insurance, FEMA, and the NFIP

October 25, 2022 • 8:00 a.m. - 11:00 a.m.
Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW

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.

3 CE Credits

Members $40
Nonmembers $60

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

October 25, 2022 • 12:00 p.m. - 3:00 p.m.
Terry L. Tadlock, CIC, CPCU, CRIS

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.

2 Ethics Credits

Members $30
Nonmembers $50

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An Hour with Nicole: Homeowners Loss Settlement Issues

October 26, 2022 • 1:00 p.m. - 2:00 p.m.
Nicole E. Broch, CIC, CISR, PLCS

Loss settlement is often questioned by insureds at time of purchase and misunderstood by agents at time of loss. This brief course goes through loss settlement, including examples, to gain greater understanding of this essential function in the policy.

1 CE Credit

Members $40
Nonmembers $60

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Homeowners In Real Life: Tales of Claims & Coverage

October 27, 2022 • 8:00 a.m. - 11:00 a.m.
Nicole E. Broch, CIC, CISR, PLCS

Once a policy is written, all it requires is renewals and varying degrees of service….until a claim occurs! Take a deep dive in to some claims examples that range from dog bites to burglaries, renovations to total losses, and how each claims triggers (or doesn’t!) specific parts of the homeowners policy.

3 CE Credits

Members $40
Nonmembers $60

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Personal Lines Coverage Concerns: Annoying But Important

November 1, 2022 • 8:00 a.m. - 11:00 a.m.
Scott A. Treen, CIC

This course is further evidence that, even though we deal with them daily, personal lines insurance policies are packed with coverage concerns recognizable only to the well-trained eye. Join Scott Treen as he reviews a variety of annoying but important auto and homeowner’s coverage concerns found in policies sold daily by agents everywhere.

3 CE Credits

Members $40
Nonmembers $60

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Ethics: Essentials for the Insurance Producer

November 1, 2022 • 12:00 p.m. - 3:00 p.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

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 insurance carriers, prospects and clients, and to third parties. Throughout the course, we will discuss various ethical dilemmas insurance producers face and possible solutions.

3 Ethics Credits

Members $40
Nonmembers $60

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An Hour with Cathy: Additional Insured Endorsements for Contractors

November 2, 2022 • 1:00 p.m. - 2:00 p.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

This course starts with a discussion of the evolution of additional insured endorsements and the importance of the edition date. We will then discuss the ISO additional insured endorsements mostly commonly used when writing contracting accounts. Lastly, we will review the features to look for in carrier-specific additional insured endorsements.

1 CE Credit

Members $25
Nonmembers $45

More Information


Certificates of Insurance and the Coverage Issues that Go With Them

November 3, 2022 • 8:00 a.m. - 11:00 a.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

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.

3 CE Credits

Members $40
Nonmembers $60

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Commercial Insurance Coverages, Court Cases & Chaos

November 3, 2022 • 12:00 p.m. - 3:00 p.m.
Terry L. Tadlock, CIC, CPCU, CRIS

Join Terry Tadlock as he reviews actual claims and court cases from a variety of commercial exposures. Each scenario is discussed from the position of both the actual policy language as well as possible solutions. Types of coverage and claims discussed in this course include Commercial Property Coverage Forms, Business Income, Commercial Auto and Commercial General Liability.

3 CE Credits

Members $40
Nonmembers $60

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

November 7, 2022 • 12:00 p.m. - 3:00 p.m.
Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

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!

3 CE Credits

Members $40
Nonmembers $60

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

November 10, 2022 • 12:00 p.m. - 3:00 p.m.
Carissa Bonner, ANIS, CRIS

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.

3 CE Credits

Members $40
Nonmembers $60

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

November 15, 2022 • 12:00 p.m. - 3:00 p.m.
Chris Amrhein, AAI

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!

3 CE Credits

Members $40
Nonmembers $60

More Information


An Hour with Sam: A Numbers Game - Mastering the Coverage Symbols in a Business Auto Policy

November 16, 2022 • 1:00 p.m. - 2:00 p.m.
Samuel T. Bennett, CIC, AFIS, CRIS, CPIA

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.

1 CE Credit

Members $25
Nonmembers $45

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Personal Lines Clients and Their New Normal

November 17, 2022 • 8:00 a.m. - 11:00 a.m.
Nicole E. Broch, CIC, CISR, PLCS

A side-effect of the pandemic is that many of our personal lines insureds – for better or worse - had to make changes in the way they live, work, and educate. Even in a post-pandemic world, many such lifestyle changes will continue. Join Nicole as she discusses effects this “new norm” has on homeowners and auto policies.

3 CE Credits

Members $40
Nonmembers $60

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

November 29, 2022 • 8:00 a.m. - 11:00 a.m.
Samuel T. Bennett, CIC, AFIS, CRIS, CPIA

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.

3 CE Credits

Members $40
Nonmembers $60

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Commercial Property - Direct vs. Indirect Damage

November 29, 2022 • 12:00 p.m. - 3:00 p.m.
Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW

We often sell direct and indirect damage coverages together, but did you know that these forms have little in common and do not require that one be purchased with the other?  This course will include a discussion on some the differences between a direct damage property form and the indirect options available to commercial lines customers.  We will explore some of the unique conditions and provisions in the Insurance Services Office (ISO) Building and Personal Property Coverage form and the ISO Business Income & Extra Expense forms.

3 CE Credits

Members $40
Nonmembers $60

More Information


An Hour with Dave: Fast Facts About Flood

November 30, 2022 • 1:00 p.m. - 2:00 p.m.
David Thompson, CPCU

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.

1 CE Credit

Members $25
Nonmembers $45

More Information


That's Personal: Home & Auto Exposures Your Insured Doesn't Share (and Why That’s Bad)

December 1, 2022 • 8:00 a.m. - 11:00 a.m.
Scott A. Treen, CIC

Your personal insureds are keeping exposures from you that you need to know in order for their coverage to do its job. Assisted living, side jobs, “entity” ownership, unmarried and living together, off-premises activities and other common exposures are discussed in this course. Solutions will help agents discover the truth, close the gap and keep the account.

3 CE Credits

Members $40
Nonmembers $60

More Information


Flood Insurance, FEMA, and the NFIP

December 6, 2022 • 8:00 a.m. - 11:00 a.m.
Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW

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.

3 CE Credits

Members $40
Nonmembers $60

More Information


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

December 6, 2022 • 12:00 p.m. - 3:00 p.m.
Chris Amrhein, AAI

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!

3 CE Credits

Members $40
Nonmembers $60

More Information


An Hour with Nicole: Personal Umbrella Issues & Answers

December 7, 2022 • 1:00 p.m. - 2:00 p.m.
Nicole E. Broch, CIC, CISR, PLCS

Personal Lines Umbrellas aren’t just for high value accounts. This course goes through the coverages and differences between umbrellas policies and excess liability policies, including examples, to help insureds understand the importance of such coverage.

1 CE Credit

Members $25
Nonmembers $45

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

December 8, 2022 • 8:00 a.m. - 11:00 a.m.
Kym Martell, CRM, CIC, CRIS, AAI, MLIS

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. 

3 CE Credits

Members $40
Nonmembers $60

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

December 8, 2022 • 12:00 p.m. - 3:00 p.m.
Terry L. Tadlock, CIC, CPCU, CRIS

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.

2 Ethics Credits

Members $30
Nonmembers $50

More Information


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

December 13, 2022 • 8:00 a.m. - 11:00 a.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

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.

3 CE Credits

Members $40
Nonmembers $60

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Personal & Commercial Lines Endorsements: Some Good, Some That Really Stink

December 13, 2022 • 12:00 p.m. - 3:00 p.m.
Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

Explore many useful Personal lines and Commercial Lines endorsements that broaden your client’s coverage and provide you with a competitive advantage over others! Also, be able to spot and take action when “nasty” endorsements make their way onto your clients new and renewal policies.

2 CE Credits

Members $30
Nonmembers $50

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Homeowners In Real Life: Tales of Claims & Coverage

December 15, 2022 • 8:00 a.m. - 11:00 a.m.
Nicole E. Broch, CIC, CISR, PLCS

Once a policy is written, all it requires is renewals and varying degrees of service….until a claim occurs! Take a deep dive in to some claims examples that range from dog bites to burglaries, renovations to total losses, and how each claims triggers (or doesn’t!) specific parts of the homeowners policy.

3 CE Credits

Members $40
Nonmembers $60

More Information


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

December 15, 2022 • 12:00 p.m. - 3:00 p.m.
Samuel T. Bennett, CIC, AFIS, CRIS, CPIA

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.

3 CE Credits

Members $40
Nonmembers $60

More Information