Reviews & SEO : It ’ s a Referral Business with Market Retrievers 1 GEN ( Pending )
Much of insurance is a referral business . So , is your agency giving the people that would refer you the tools to make it as easy as possible ? Your reviews and content can serve as “ evergreen ” referrals if done properly . This session will help you build a plan for it .
Insurance Game of Games with Nicole Broch 3 GEN ( Pending )
Do you hate to be entertained while learning ? If “ yes ,” this class is not for you .
Do you prefer to learn in a fun , engaging , and relaxed environment ? Then this class is for you ! Join host , Nicole Broch , for interactive games of “ Pursuing Trivia ” and “ Agent ’ s Feud ,” putting your insurance skills to the test . Will your team outsmart the others and win prizes ?
This session covers a variety of topics , including Personal Auto & Home , Commercial Property & Auto , Personal Umbrella , EPL , Business Income , Workers Comp , and more . Your host will prove learning can be fun in this session of wits , laughter , and knowledge .
Mock Trial : Certificates of Insurance Issues with Rick Pitts 3 GEN ( Pending ) ** Qualifies for E & O Credit and approved by Westport for E & O Risk Management Credit
The mock trial seminar is an interactive seminar in which the participants as “ jurors ” are given the instructions , exhibits and hear live “ testimony ” prior to determining the case .
This mock trial involves a misrepresentation on an application and the company ’ s attempt to rescind the policy .
Navigating the Future : Strategies for Success In the Evolving Industry Landscape with Brooke Lugonjic 3 GEN ( Pending )
In this session , you ’ ll gain invaluable insights into the challenges currently facing the industry and learn how to confidently respond to unexpected market changes . Discover best practices for accelerating economic transformation and get a strategic overview of opportunities for independent firm growth in 2024 .
The chief objective of the course is to have students gain a wide-ranging sensitivity for the issues they might encounter if asked to insure a dispensary ( or a home-grower , too ). A secondary objective is to bring people up-to-date on state and federal treatment of marijuana and allied products . Another secondary objective is to have insurance personnel become sensitive to the coverage issues which may arise connected to marijuana , especially in the situations in which the risk has not been thoroughly previewed and underwritten before the loss .
WEDNESDAY SESSIONS
Active Assailant Insurance with Rick Pitts 3 GEN ( Pending )
This class is designed to be an introduction to the insurance issues related to violence in schools , workplaces and gatherings . The course has a particular emphasis on examining the commercial risks . The first part of the course is an examination of the ways in which law and risks are changing from a civil perspective . The second portion is an examination of the coverage issues , and specifically the insurance industry ’ s response with providing coverage .
Effective Agency Procedure Manual Development with Monica Meininger , Dave Hulcher , Beth Smoller 3 GEN ( Pending )
This course will guide you through the essential components needed to create a customized agency procedure manual , enhancing the efficiency of your operations . In this comprehensive session , we will cover various critical aspects , including the utilization of technology , strategies for effective documentation , error and omission prevention practices , telephone standards , and handling irate clients , cancellation and certificate of insurance procedures , claims handling , agency standards for new commercial and personal lines business , policy changes and endorsements , renewal standards , account reviews , carrier downgrades , MVR reports , and much more .
Personal Lines : How we got here and is it forever broken ? with Nicole Broch 3 GEN ( Pending )
Personal Lines is experiencing the hardest market on record , agents and account managers are scrambling , carriers are changing course daily , and the insured is left with reduced coverage and higher premiums . This course will explain how we got here ; a journey down the timeline from Covid to Winter Storm Elliott and beyond , what we can do to understand , explain , and advise our insureds through this tough market , and forecast the future of Personal Lines .
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