education calendar
Quality Education = A Stronger Agency.
Education
Farm Property Coverage for the Small or Hobby Farmer – An Overview
9:00 AM – 10:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its …
What a Crime – Understanding Crime Insurance
11:00 AM – 1:57 PM
This seminar will explore the need for crime insurance and explain the methods of writing crime insurance. Participants will learn the difference in the Loss Sustained and the Discovery forms of crime policies and examine some of the most widely …
Cybersecurity Risk and Insurance Are…
12:00 PM – 12:58 PM
This hour of continuing education is focused on describing the current state of the underlying risk in the cybersecurity world and the insurance implications for producers and their clients. The first of the four seminar parts details how many …
If It Moves On The Farm – It Presents A Risk
1:00 PM – 2:46 PM
Items which move present substantial risk to our clients. Whether an item is mobile under its own power or is provided mobility via another method, the exposures are real and dramatic. This presentation will address the exposures associated with …
Homeowners Insurance Facts and Follies
3:00 PM – 6:01 PM
How much do we really know about the coverages provides by the standard ISO Homeowners policy? This course will look at a wide variety of scenarios faced by the typical homeowner and discuss how, if at all, the Homeowners policy would respond. Topics …
Farm Property – Vital Endorsements For the Small or Hobby Farmer
3:00 PM – 4:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are …
The Greatest Insurance Product Ever Created
9:00 AM – 11:05 AM
In 1913, when the Internal Revenue Service was created, some very visionary people wanted to make sure that families and businesses could be protected and pass on their assets from one generation to the next. That was the foundation of the Greatest …
The Ultimate Account Manager -What Makes an Ultimate Account Manager
9:00 AM – 10:56 AM
We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with …
The Power of VA's, Bots and AI
10:00 AM – 11:00 AM
Technology is reshaping agency staffing. Discover how virtual assistants, automation, and AI can enhance efficiency and growth. This FREE 1-hour webinar is hosted by Carey Wallace, Founder and CEO of Agency Focus. (Qualifies for 1 KY CE).
What To Do With Rental Cars
11:00 AM – 1:57 PM
This course will examine the coverages provided by the Personal Auto policy for rental cars and some of the potential coverage gaps that may be created by the rental car contract. Click here to register
The Ultimate Account Manager – What Will Be
12:00 PM – 1:57 PM
For the first time in American history, there are as many as five different generations in the workplace. You might think that’s a good thing, since we have previously talked about the talent shortage facing the industry. And it is a good thing, but …
What Ever Happened to “And They Lived Happily Ever After?”
1:00 PM – 2:55 PM
Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on …
The Ultimate Account Manager – Risk Management and Contract Analysis
3:00 PM – 4:56 PM
Independent insurance agents are at their best when they assist their clients in making sound risk management decisions. In order to do so, you need to have a fundamental understanding of the risk management process. The steps in the risk management …
You Gotta Be Kidding Me! Strange but True Claims
3:00 PM – 5:00 PM
After 30 years in the insurance business, you’re bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as …
The Ultimate Account Manager – Effective Communication
9:00 AM – 10:57 AM
Many organizations today have initiatives supporting diversity and inclusion. Quite frankly, independent agencies have not always led the way when it comes to embracing these concepts and taking the necessary steps to ensure they are more than just …
Studies in Ethics – A Hippocratic Oath for Insurance Professionals
10:00 AM – 1:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert …
Watch Your Six – A Half Dozen Ethics Scenarios for Insurance Professionals
12:00 PM – 3:13 PM
For instructors as well as producers, the ongoing study of professional ethics is a continuing education class struggle. By the very nature of the subject, ethics classes run the risk of being filled with platitudes or devolving into sermons. …
The Ultimate Account Manager -Errors and Omission
12:00 PM – 1:57 PM
Three or four decades ago, about 1 in 25 agencies could expect to have an E&O claim, and up until that time there were few, if any, claims paid in excess of $300,000. A typical deductible for agency E&O coverage was $2,500 to $5,000. Today, one in …
The Ultimate Account Manager -Desk Management and Client Value
3:00 PM – 4:57 PM
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training …
Directors and Officers Liability Insurance
10:00 AM – 12:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the …
Recognize. Respond. Survive. Active Shooter Response Training – ABEN
12:00 PM – 1:57 PM
ProActive Response Group’s Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active …
The “Lucky” Thirteen Most Important Issues in Homeowners Insurance
12:00 PM – 3:07 PM
This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered. For those producers …
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
3:00 PM – 3:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients …
Securing the Future: Insurance in an Era of Increased Natural Disasters
3:00 PM – 5:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent …
Blueprint for Success: Crafting Your Ownership Journey
4:00 PM – 7:36 PM
Dream of leading your own insurance agency? Whether you’re a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and …
Adding Value In Personal Lines
10:00 AM – 12:57 PM
Our personal lines clients depend upon us to place proper coverages as a major part of their risk management strategy. The property and liability coverages we place on their behalf may ultimately stand between them and bankruptcy in the event of a …
Power of Prevention: Agency Risk Management Essentials of Service
12:00 PM – 3:00 PM
This lass targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, …
Legacy Blueprint: Crafting Tomorrow's Agency Today
4:00 PM – 7:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We’ll not only …
Tricks of the Trade – Understanding Builders Risk and Contractors Equipment
9:00 AM – 10:57 AM
This two-hour continuing education course provides insurance producers with a comprehensive understanding of Builders Risk and Contractors Equipment coverages. Participants will learn when and how these coverages apply, how underwriting and valuation …
Flood Overview: NFIP Basic- 3 Hour
3:00 PM – 5:55 PM
This three-hour course offers a comprehensive look at the evolution and current state of the National Flood Insurance Program (NFIP). Agents will explore key topics including policy rating, claims handling, and general and miscellaneous rules that …
Six Interesting (and Recent Cases) – And Why They Matter To The Industry
8:00 AM – 9:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following …
The Many Faces of Insurance Fraud Shedding Light on the Tactics of Modern Day Swindlers
9:00 AM – 11:16 AM
“Did you know that fraud is like a parasite, feeding on the lifeblood of the insurance industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for ‘The Many Faces of Fraud: Shedding Light on the …
Flood Insurance: Beyond The Fundamentals
10:00 AM – 12:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays …
How To Thrive In An Ever Changing Work Environment
11:00 AM – 12:07 PM
This session will address the positive effects that Organizational Culture can have on your agency. While many E&O classes focus on mistakes employees can make that create potential problems, this course will attempt to create an awareness that …
Flood Overview: NFIP Basic – 1 Hour
12:00 PM – 12:56 PM
This one-hour course provides a foundational understanding of the National Flood Insurance Program (NFIP). Agents will gain essential knowledge of flood policy rating, claims handling, and marketing strategies to better educate and serve their …
Kids and Cars – Claims That Should Scare You
1:00 PM – 3:56 PM
This continuing education program examines high-risk automobile and homeowners liability exposures involving youthful drivers, college students, and household members. Participants review Personal Auto and Homeowners policy language, definitions of …
Certificates of Insurance: Embrace the Pain
3:00 PM – 3:59 PM
Certificates of insurance have become much more than a “snapshot” of insurance coverage. They have become very complex forms with many requirements arising out of client contracts. They have also become a source of E&O claims for insurance …
We Call it Cannabis Now
8:00 AM – 9:57 AM
This class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal lines or / …
What's News Now!
10:00 AM – 11:08 AM
This seminar is a fast-paced review of current events, trends, and issues of interest to insurance producers. The session begins with a quick update on federal insurance-related developments and then turns to a review of two important national cases …
E&O Nightmares
10:00 AM – 11:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common …
To Be or Not to AirBnb – Sharing Exposures and Insurance
11:00 AM – 12:55 PM
This course addresses aspects of the emerging sharing economy’s use of personal autos and homes. It provides a discussion of the nature of these exposures and how Personal Auto policies and Homeowners policies respond. There is also a brief …
Cannabis 101
12:00 PM – 2:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal …
Issues in Named Insured: The Rules and the Whys
2:00 PM – 4:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies – a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the …
An Hour Of True Crime – Wrong Way Driver
3:00 PM – 3:57 PM
This course will discuss a four car accident which resulted in multiple fatalities. Attendees will learn what coverages were needed to respond to the loss and to the multiple lawsuits which arose from the loss. Click here to register
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
9:00 AM – 11:57 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The …
COVERAGE ESSENTIALS: Homeowners Part II – Property Coverages
12:00 PM – 2:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO’s Homeowners 3 – Special Form HO …
Kentucky Agents – Coverage Essentials: Policy Analysis-Reading, Interpreting and Understanding Insurance Contracts
1:00 PM – 4:11 PM
This course is designed for Kentucky agents. Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the …
An Hour of True Crime – Schoharie Limousine Accident
1:00 PM – 1:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim …
Issues in Named Insured: The Rules and the Whys
8:00 AM – 10:07 AM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies – a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the …
An Hour Of True Crime – Wrong Way Driver
9:00 AM – 9:57 AM
This course will discuss a four car accident which resulted in multiple fatalities. Attendees will learn what coverages were needed to respond to the loss and to the multiple lawsuits which arose from the loss. Click here to register
We Call it Cannabis Now
10:00 AM – 11:57 AM
This class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal lines or / …
What's News Now!
12:00 PM – 1:08 PM
This seminar is a fast-paced review of current events, trends, and issues of interest to insurance producers. The session begins with a quick update on federal insurance-related developments and then turns to a review of two important national cases …
To Be or Not to AirBnb – Sharing Exposures and Insurance
1:00 PM – 2:55 PM
This course addresses aspects of the emerging sharing economy’s use of personal autos and homes. It provides a discussion of the nature of these exposures and how Personal Auto policies and Homeowners policies respond. There is also a brief …
Cannabis 101
2:00 PM – 4:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal …
E&O Nightmares
2:00 PM – 3:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common …
Certificates of Insurance: Embrace the Pain
9:00 AM – 9:59 AM
Certificates of insurance have become much more than a “snapshot” of insurance coverage. They have become very complex forms with many requirements arising out of client contracts. They have also become a source of E&O claims for insurance …
Six Interesting (and Recent Cases) – And Why They Matter To The Industry
10:00 AM – 11:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following …
Flood Insurance: Beyond The Fundamentals
12:00 PM – 2:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays …
The Many Faces of Insurance Fraud Shedding Light on the Tactics of Modern Day Swindlers
12:00 PM – 2:16 PM
“Did you know that fraud is like a parasite, feeding on the lifeblood of the insurance industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for ‘The Many Faces of Fraud: Shedding Light on the …
How To Thrive In An Ever Changing Work Environment
1:00 PM – 2:07 PM
This session will address the positive effects that Organizational Culture can have on your agency. While many E&O classes focus on mistakes employees can make that create potential problems, this course will attempt to create an awareness that …
Flood Overview: NFIP Basic – 1 Hour
3:00 PM – 3:56 PM
This one-hour course provides a foundational understanding of the National Flood Insurance Program (NFIP). Agents will gain essential knowledge of flood policy rating, claims handling, and marketing strategies to better educate and serve their …
Flood Overview: NFIP Basic- 3 Hour
9:00 AM – 11:55 AM
This three-hour course offers a comprehensive look at the evolution and current state of the National Flood Insurance Program (NFIP). Agents will explore key topics including policy rating, claims handling, and general and miscellaneous rules that …
Tricks of the Trade – Understanding Builders Risk and Contractors Equipment
1:00 PM – 2:57 PM
This two-hour continuing education course provides insurance producers with a comprehensive understanding of Builders Risk and Contractors Equipment coverages. Participants will learn when and how these coverages apply, how underwriting and valuation …
Legacy Blueprint: Crafting Tomorrow's Agency Today
10:00 AM – 1:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We’ll not only …
You Gotta Be Kidding Me! Strange but True Claims
11:00 AM – 1:00 PM
After 30 years in the insurance business, you’re bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as …
Adding Value In Personal Lines
1:00 PM – 3:57 PM
Our personal lines clients depend upon us to place proper coverages as a major part of their risk management strategy. The property and liability coverages we place on their behalf may ultimately stand between them and bankruptcy in the event of a …
What a Mess – A Not-So Serious Look at Serious Personal Lines Claims
1:00 PM – 3:58 PM
This three-hour continuing education course examines complex and frequently misunderstood personal lines insurance claims involving Personal Auto and Homeowners policies. Through policy language analysis and practical claim scenarios, participants …
Power of Prevention: Agency Risk Management Essentials of Service
3:00 PM – 6:00 PM
This lass targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, …
Cyber 101: The Basics of Cyber Insurance
8:00 AM – 9:03 AM
This hour of continuing education is designed to be introduction to the basics of insuring cyber risks. It is designed for producers who are not familiar with the coverage and the basic contours of the risk that insureds have. Click here to register
Agritourism Insurance and Risk Management
9:00 AM – 11:04 AM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a …
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
9:00 AM – 11:58 AM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that …
Farm and Insurance Issues – Top Ten Cases of the Last Decade (Or So)
10:00 AM – 12:07 PM
The theme is simple; the cases and principles are not. This is a quick-moving survey of the most important agriculture and farm-related insurance decisions in the last ten years or so. After a brief introduction, the seminar will involve presenting …
Kids and Cars – Claims That Should Scare You
10:00 AM – 12:56 PM
This continuing education program examines high-risk automobile and homeowners liability exposures involving youthful drivers, college students, and household members. Participants review Personal Auto and Homeowners policy language, definitions of …
AI Implications in the Insurance Industry
12:00 PM – 1:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. …
Gigs and Side Hustles – The Insurance Issues
12:00 PM – 2:05 PM
This seminar is a fast-paced look at the personal and commercial lines insurance issues that have been created in the gig economy. The first section of the seminar looks at standard definitions and characteristics of the sharing and the gig economy, …
Hot Topics In Personal Lines
2:00 PM – 4:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to …
An Insurance Horror Story – Hoarders
3:00 PM – 4:55 PM
This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to …
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
3:00 PM – 5:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even …
Homeowners Insurance Facts and Follies
9:00 AM – 12:01 PM
How much do we really know about the coverages provides by the standard ISO Homeowners policy? This course will look at a wide variety of scenarios faced by the typical homeowner and discuss how, if at all, the Homeowners policy would respond. Topics …
Farm Property – Vital Endorsements For the Small or Hobby Farmer
9:00 AM – 10:56 AM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are …
Farm Property Coverage for the Small or Hobby Farmer – An Overview
11:00 AM – 12:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its …
What a Crime – Understanding Crime Insurance
1:00 PM – 3:57 PM
This seminar will explore the need for crime insurance and explain the methods of writing crime insurance. Participants will learn the difference in the Loss Sustained and the Discovery forms of crime policies and examine some of the most widely …
Cybersecurity Risk and Insurance Are…
3:00 PM – 3:58 PM
This hour of continuing education is focused on describing the current state of the underlying risk in the cybersecurity world and the insurance implications for producers and their clients. The first of the four seminar parts details how many …
If It Moves On The Farm – It Presents A Risk
3:00 PM – 4:46 PM
Items which move present substantial risk to our clients. Whether an item is mobile under its own power or is provided mobility via another method, the exposures are real and dramatic. This presentation will address the exposures associated with …
The Ultimate Account Manager – Risk Management and Contract Analysis
9:00 AM – 10:56 AM
Independent insurance agents are at their best when they assist their clients in making sound risk management decisions. In order to do so, you need to have a fundamental understanding of the risk management process. The steps in the risk management …
The Greatest Insurance Product Ever Created
11:00 AM – 1:05 PM
In 1913, when the Internal Revenue Service was created, some very visionary people wanted to make sure that families and businesses could be protected and pass on their assets from one generation to the next. That was the foundation of the Greatest …
The Ultimate Account Manager -What Makes an Ultimate Account Manager
12:00 PM – 1:56 PM
We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with …
What To Do With Rental Cars
1:00 PM – 3:57 PM
This course will examine the coverages provided by the Personal Auto policy for rental cars and some of the potential coverage gaps that may be created by the rental car contract. Click here to register
What Ever Happened to “And They Lived Happily Ever After?”
3:00 PM – 4:55 PM
Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on …
The Ultimate Account Manager – What Will Be
3:00 PM – 4:57 PM
For the first time in American history, there are as many as five different generations in the workplace. You might think that’s a good thing, since we have previously talked about the talent shortage facing the industry. And it is a good thing, but …
The Ultimate Account Manager -Desk Management and Client Value
9:00 AM – 10:57 AM
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training …
An Hour of True Crime – Schoharie Limousine Accident
11:00 AM – 11:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim …
Studies in Ethics – A Hippocratic Oath for Insurance Professionals
12:00 PM – 3:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert …
The Ultimate Account Manager – Effective Communication
12:00 PM – 1:57 PM
Many organizations today have initiatives supporting diversity and inclusion. Quite frankly, independent agencies have not always led the way when it comes to embracing these concepts and taking the necessary steps to ensure they are more than just …
Should I Do a Roth IRA?
3:00 PM – 5:01 PM
Federal income taxes are at their lowest point in many years. With the National Debt over $30 Trillion a rise in taxes is imminent. This presentation shows way to create tax free money for the future. It emphasizes both the Individual Roth IRA and the …
Watch Your Six – A Half Dozen Ethics Scenarios for Insurance Professionals
3:00 PM – 6:13 PM
For instructors as well as producers, the ongoing study of professional ethics is a continuing education class struggle. By the very nature of the subject, ethics classes run the risk of being filled with platitudes or devolving into sermons. …
The Ultimate Account Manager -Errors and Omission
3:00 PM – 4:57 PM
Three or four decades ago, about 1 in 25 agencies could expect to have an E&O claim, and up until that time there were few, if any, claims paid in excess of $300,000. A typical deductible for agency E&O coverage was $2,500 to $5,000. Today, one in …
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
9:00 AM – 9:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients …
Securing the Future: Insurance in an Era of Increased Natural Disasters
9:00 AM – 11:01 AM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent …
Blueprint for Success: Crafting Your Ownership Journey
10:00 AM – 1:36 PM
Dream of leading your own insurance agency? Whether you’re a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and …
Directors and Officers Liability Insurance
12:00 PM – 2:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the …
The “Lucky” Thirteen Most Important Issues in Homeowners Insurance
2:00 PM – 5:07 PM
This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered. For those producers …
Recognize. Respond. Survive. Active Shooter Response Training – ABEN
3:00 PM – 4:57 PM
ProActive Response Group’s Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active …
Kentucky Agents – Coverage Essentials: Policy Analysis-Reading, Interpreting and Understanding Insurance Contracts
9:00 AM – 12:11 PM
This course is designed for Kentucky agents. Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the …
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
12:00 PM – 2:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The …
COVERAGE ESSENTIALS: Homeowners Part II – Property Coverages
3:00 PM – 5:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO’s Homeowners 3 – Special Form HO …
You Gotta Be Kidding Me! Strange but True Claims
3:00 PM – 5:00 PM
After 30 years in the insurance business, you’re bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as …
Strengthen Kentucky Homes Program – July 16, 2026
3:00 PM – 4:00 PM
1-hour FREE CE course (KY only). Hosted by Brad Wilson, Kentucky Department of Insurance Program Manager. Brad will discuss the key features of the Strengthen Kentucky Homes Program, which rolled out March 2026. This is a must attend webinar for anyone …
To Be or Not to AirBnb – Sharing Exposures and Insurance
3:00 PM – 4:55 PM
This course addresses aspects of the emerging sharing economy’s use of personal autos and homes. It provides a discussion of the nature of these exposures and how Personal Auto policies and Homeowners policies respond. There is also a brief …
Cannabis 101
8:00 AM – 10:08 AM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal …
What a Mess – A Not-So Serious Look at Serious Personal Lines Claims
9:00 AM – 11:58 AM
This three-hour continuing education course examines complex and frequently misunderstood personal lines insurance claims involving Personal Auto and Homeowners policies. Through policy language analysis and practical claim scenarios, participants …
Issues in Named Insured: The Rules and the Whys
10:00 AM – 12:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies – a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the …
An Hour Of True Crime – Wrong Way Driver
12:00 PM – 12:57 PM
This course will discuss a four car accident which resulted in multiple fatalities. Attendees will learn what coverages were needed to respond to the loss and to the multiple lawsuits which arose from the loss. Click here to register
We Call it Cannabis Now
12:00 PM – 1:57 PM
This class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal lines or / …
What's News Now!
2:00 PM – 3:08 PM
This seminar is a fast-paced review of current events, trends, and issues of interest to insurance producers. The session begins with a quick update on federal insurance-related developments and then turns to a review of two important national cases …
COVERAGE ESSENTIALS: Homeowners Part II – Property Coverages
9:00 AM – 11:59 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO’s Homeowners 3 – Special Form HO …
Kentucky Agents – Coverage Essentials: Policy Analysis-Reading, Interpreting and Understanding Insurance Contracts
11:00 AM – 2:11 PM
This course is designed for Kentucky agents. Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the …
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
3:00 PM – 5:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The …
Flood Overview: NFIP Basic – 1 Hour
9:00 AM – 9:56 AM
This one-hour course provides a foundational understanding of the National Flood Insurance Program (NFIP). Agents will gain essential knowledge of flood policy rating, claims handling, and marketing strategies to better educate and serve their …
Tricks of the Trade – Understanding Builders Risk and Contractors Equipment
9:00 AM – 10:57 AM
This two-hour continuing education course provides insurance producers with a comprehensive understanding of Builders Risk and Contractors Equipment coverages. Participants will learn when and how these coverages apply, how underwriting and valuation …
Certificates of Insurance: Embrace the Pain
11:00 AM – 11:59 AM
Certificates of insurance have become much more than a “snapshot” of insurance coverage. They have become very complex forms with many requirements arising out of client contracts. They have also become a source of E&O claims for insurance …
Six Interesting (and Recent Cases) – And Why They Matter To The Industry
12:00 PM – 1:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following …
Flood Insurance: Beyond The Fundamentals
2:00 PM – 4:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays …
How To Thrive In An Ever Changing Work Environment
3:00 PM – 4:07 PM
This session will address the positive effects that Organizational Culture can have on your agency. While many E&O classes focus on mistakes employees can make that create potential problems, this course will attempt to create an awareness that …
The Many Faces of Insurance Fraud Shedding Light on the Tactics of Modern Day Swindlers
3:00 PM – 5:16 PM
“Did you know that fraud is like a parasite, feeding on the lifeblood of the insurance industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for ‘The Many Faces of Fraud: Shedding Light on the …
Flood Overview: NFIP Basic- 3 Hour
12:00 PM – 2:55 PM
This three-hour course offers a comprehensive look at the evolution and current state of the National Flood Insurance Program (NFIP). Agents will explore key topics including policy rating, claims handling, and general and miscellaneous rules that …
Kids and Cars – Claims That Should Scare You
1:00 PM – 3:56 PM
This continuing education program examines high-risk automobile and homeowners liability exposures involving youthful drivers, college students, and household members. Participants review Personal Auto and Homeowners policy language, definitions of …
Power of Prevention: Agency Risk Management Essentials of Service
9:00 AM – 12:00 PM
This lass targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, …
Legacy Blueprint: Crafting Tomorrow's Agency Today
12:00 PM – 3:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We’ll not only …
Adding Value In Personal Lines
4:00 PM – 6:57 PM
Our personal lines clients depend upon us to place proper coverages as a major part of their risk management strategy. The property and liability coverages we place on their behalf may ultimately stand between them and bankruptcy in the event of a …
Hot Topics In Personal Lines
8:00 AM – 10:07 AM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to …
An Insurance Horror Story – Hoarders
9:00 AM – 10:55 AM
This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to …
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
9:00 AM – 11:59 AM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even …
Cyber 101: The Basics of Cyber Insurance
10:00 AM – 11:03 AM
This hour of continuing education is designed to be introduction to the basics of insuring cyber risks. It is designed for producers who are not familiar with the coverage and the basic contours of the risk that insureds have. Click here to register
Agritourism Insurance and Risk Management
12:00 PM – 2:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a …
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
12:00 PM – 2:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that …
Farm and Insurance Issues – Top Ten Cases of the Last Decade (Or So)
12:00 PM – 2:07 PM
The theme is simple; the cases and principles are not. This is a quick-moving survey of the most important agriculture and farm-related insurance decisions in the last ten years or so. After a brief introduction, the seminar will involve presenting …
Gigs and Side Hustles – The Insurance Issues
2:00 PM – 4:05 PM
This seminar is a fast-paced look at the personal and commercial lines insurance issues that have been created in the gig economy. The first section of the seminar looks at standard definitions and characteristics of the sharing and the gig economy, …
AI Implications in the Insurance Industry
3:00 PM – 4:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. …
Cybersecurity Risk and Insurance Are…
9:00 AM – 9:58 AM
This hour of continuing education is focused on describing the current state of the underlying risk in the cybersecurity world and the insurance implications for producers and their clients. The first of the four seminar parts details how many …
If It Moves On The Farm – It Presents A Risk
9:00 AM – 10:46 AM
Items which move present substantial risk to our clients. Whether an item is mobile under its own power or is provided mobility via another method, the exposures are real and dramatic. This presentation will address the exposures associated with …
Homeowners Insurance Facts and Follies
11:00 AM – 2:01 PM
How much do we really know about the coverages provides by the standard ISO Homeowners policy? This course will look at a wide variety of scenarios faced by the typical homeowner and discuss how, if at all, the Homeowners policy would respond. Topics …
Farm Property – Vital Endorsements For the Small or Hobby Farmer
11:00 AM – 12:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are …
An Hour of True Crime – Schoharie Limousine Accident
1:00 PM – 1:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim …
Farm Property Coverage for the Small or Hobby Farmer – An Overview
1:00 PM – 2:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its …
What a Crime – Understanding Crime Insurance
3:00 PM – 5:57 PM
This seminar will explore the need for crime insurance and explain the methods of writing crime insurance. Participants will learn the difference in the Loss Sustained and the Discovery forms of crime policies and examine some of the most widely …
The Ultimate Account Manager – What Will Be
9:00 AM – 10:57 AM
For the first time in American history, there are as many as five different generations in the workplace. You might think that’s a good thing, since we have previously talked about the talent shortage facing the industry. And it is a good thing, but …
What Ever Happened to “And They Lived Happily Ever After?”
9:00 AM – 10:55 AM
Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on …
The Ultimate Account Manager – Risk Management and Contract Analysis
12:00 PM – 1:56 PM
Independent insurance agents are at their best when they assist their clients in making sound risk management decisions. In order to do so, you need to have a fundamental understanding of the risk management process. The steps in the risk management …
The Greatest Insurance Product Ever Created
1:00 PM – 3:05 PM
In 1913, when the Internal Revenue Service was created, some very visionary people wanted to make sure that families and businesses could be protected and pass on their assets from one generation to the next. That was the foundation of the Greatest …
The Ultimate Account Manager -What Makes an Ultimate Account Manager
3:00 PM – 4:56 PM
We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with …
What To Do With Rental Cars
3:00 PM – 5:57 PM
This course will examine the coverages provided by the Personal Auto policy for rental cars and some of the potential coverage gaps that may be created by the rental car contract. Click here to register
Should I Do a Roth IRA?
9:00 AM – 11:01 AM
Federal income taxes are at their lowest point in many years. With the National Debt over $30 Trillion a rise in taxes is imminent. This presentation shows way to create tax free money for the future. It emphasizes both the Individual Roth IRA and the …
Watch Your Six – A Half Dozen Ethics Scenarios for Insurance Professionals
9:00 AM – 12:13 PM
For instructors as well as producers, the ongoing study of professional ethics is a continuing education class struggle. By the very nature of the subject, ethics classes run the risk of being filled with platitudes or devolving into sermons. …
The Ultimate Account Manager -Errors and Omission
9:00 AM – 10:57 AM
Three or four decades ago, about 1 in 25 agencies could expect to have an E&O claim, and up until that time there were few, if any, claims paid in excess of $300,000. A typical deductible for agency E&O coverage was $2,500 to $5,000. Today, one in …
The Ultimate Account Manager -Desk Management and Client Value
12:00 PM – 1:57 PM
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training …
Studies in Ethics – A Hippocratic Oath for Insurance Professionals
2:00 PM – 5:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert …
The Ultimate Account Manager – Effective Communication
3:00 PM – 4:57 PM
Many organizations today have initiatives supporting diversity and inclusion. Quite frankly, independent agencies have not always led the way when it comes to embracing these concepts and taking the necessary steps to ensure they are more than just …
The “Lucky” Thirteen Most Important Issues in Homeowners Insurance
8:00 AM – 11:07 AM
This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered. For those producers …
Recognize. Respond. Survive. Active Shooter Response Training – ABEN
9:00 AM – 10:57 AM
ProActive Response Group’s Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active …
E&O Nightmares
10:00 AM – 11:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common …
Blueprint for Success: Crafting Your Ownership Journey
12:00 PM – 3:36 PM
Dream of leading your own insurance agency? Whether you’re a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and …
Securing the Future: Insurance in an Era of Increased Natural Disasters
12:00 PM – 2:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent …
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
12:00 PM – 12:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients …
Directors and Officers Liability Insurance
2:00 PM – 4:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the …
Directors and Officers Liability Insurance
8:00 AM – 10:56 AM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the …
The “Lucky” Thirteen Most Important Issues in Homeowners Insurance
10:00 AM – 1:07 PM
This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered. For those producers …
Recognize. Respond. Survive. Active Shooter Response Training – ABEN
12:00 PM – 1:57 PM
ProActive Response Group’s Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active …
Tricks of the Trade – Understanding Builders Risk and Contractors Equipment
1:00 PM – 2:57 PM
This two-hour continuing education course provides insurance producers with a comprehensive understanding of Builders Risk and Contractors Equipment coverages. Participants will learn when and how these coverages apply, how underwriting and valuation …
Blueprint for Success: Crafting Your Ownership Journey
2:00 PM – 5:36 PM
Dream of leading your own insurance agency? Whether you’re a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and …
Securing the Future: Insurance in an Era of Increased Natural Disasters
3:00 PM – 5:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent …
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
3:00 PM – 3:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients …
Studies in Ethics – A Hippocratic Oath for Insurance Professionals
8:00 AM – 11:07 AM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert …
The Ultimate Account Manager – Effective Communication
9:00 AM – 10:57 AM
Many organizations today have initiatives supporting diversity and inclusion. Quite frankly, independent agencies have not always led the way when it comes to embracing these concepts and taking the necessary steps to ensure they are more than just …
Should I Do a Roth IRA?
11:00 AM – 1:01 PM
Federal income taxes are at their lowest point in many years. With the National Debt over $30 Trillion a rise in taxes is imminent. This presentation shows way to create tax free money for the future. It emphasizes both the Individual Roth IRA and the …
You Gotta Be Kidding Me! Strange but True Claims
11:00 AM – 1:00 PM
After 30 years in the insurance business, you’re bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as …
Watch Your Six – A Half Dozen Ethics Scenarios for Insurance Professionals
12:00 PM – 3:13 PM
For instructors as well as producers, the ongoing study of professional ethics is a continuing education class struggle. By the very nature of the subject, ethics classes run the risk of being filled with platitudes or devolving into sermons. …
The Ultimate Account Manager -Errors and Omission
12:00 PM – 1:57 PM
Three or four decades ago, about 1 in 25 agencies could expect to have an E&O claim, and up until that time there were few, if any, claims paid in excess of $300,000. A typical deductible for agency E&O coverage was $2,500 to $5,000. Today, one in …
What a Mess – A Not-So Serious Look at Serious Personal Lines Claims
1:00 PM – 3:58 PM
This three-hour continuing education course examines complex and frequently misunderstood personal lines insurance claims involving Personal Auto and Homeowners policies. Through policy language analysis and practical claim scenarios, participants …
The Ultimate Account Manager -Desk Management and Client Value
3:00 PM – 4:57 PM
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training …
The Ultimate Account Manager -What Makes an Ultimate Account Manager
9:00 AM – 10:56 AM
We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with …
What To Do With Rental Cars
9:00 AM – 11:57 AM
This course will examine the coverages provided by the Personal Auto policy for rental cars and some of the potential coverage gaps that may be created by the rental car contract. Click here to register
What Ever Happened to “And They Lived Happily Ever After?”
11:00 AM – 12:55 PM
Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on …
The Ultimate Account Manager – What Will Be
12:00 PM – 1:57 PM
For the first time in American history, there are as many as five different generations in the workplace. You might think that’s a good thing, since we have previously talked about the talent shortage facing the industry. And it is a good thing, but …
E&O Nightmares
2:00 PM – 3:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common …
The Greatest Insurance Product Ever Created
3:00 PM – 5:05 PM
In 1913, when the Internal Revenue Service was created, some very visionary people wanted to make sure that families and businesses could be protected and pass on their assets from one generation to the next. That was the foundation of the Greatest …
The Ultimate Account Manager – Risk Management and Contract Analysis
3:00 PM – 4:56 PM
Independent insurance agents are at their best when they assist their clients in making sound risk management decisions. In order to do so, you need to have a fundamental understanding of the risk management process. The steps in the risk management …
What a Crime – Understanding Crime Insurance
9:00 AM – 11:57 AM
This seminar will explore the need for crime insurance and explain the methods of writing crime insurance. Participants will learn the difference in the Loss Sustained and the Discovery forms of crime policies and examine some of the most widely …
If It Moves On The Farm – It Presents A Risk
11:00 AM – 12:46 PM
Items which move present substantial risk to our clients. Whether an item is mobile under its own power or is provided mobility via another method, the exposures are real and dramatic. This presentation will address the exposures associated with …
Cybersecurity Risk and Insurance Are…
12:00 PM – 12:58 PM
This hour of continuing education is focused on describing the current state of the underlying risk in the cybersecurity world and the insurance implications for producers and their clients. The first of the four seminar parts details how many …
Homeowners Insurance Facts and Follies
1:00 PM – 4:01 PM
How much do we really know about the coverages provides by the standard ISO Homeowners policy? This course will look at a wide variety of scenarios faced by the typical homeowner and discuss how, if at all, the Homeowners policy would respond. Topics …
Farm Property – Vital Endorsements For the Small or Hobby Farmer
1:00 PM – 2:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are …
Farm Property Coverage for the Small or Hobby Farmer – An Overview
3:00 PM – 4:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its …
Gigs and Side Hustles – The Insurance Issues
8:00 AM – 10:05 AM
This seminar is a fast-paced look at the personal and commercial lines insurance issues that have been created in the gig economy. The first section of the seminar looks at standard definitions and characteristics of the sharing and the gig economy, …
AI Implications in the Insurance Industry
9:00 AM – 10:08 AM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. …
Hot Topics In Personal Lines
10:00 AM – 12:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to …
An Insurance Horror Story – Hoarders
12:00 PM – 1:55 PM
This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to …
Cyber 101: The Basics of Cyber Insurance
12:00 PM – 1:03 PM
This hour of continuing education is designed to be introduction to the basics of insuring cyber risks. It is designed for producers who are not familiar with the coverage and the basic contours of the risk that insureds have. Click here to register
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
12:00 PM – 2:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even …
Farm and Insurance Issues – Top Ten Cases of the Last Decade (Or So)
2:00 PM – 4:07 PM
The theme is simple; the cases and principles are not. This is a quick-moving survey of the most important agriculture and farm-related insurance decisions in the last ten years or so. After a brief introduction, the seminar will involve presenting …
Agritourism Insurance and Risk Management
3:00 PM – 5:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a …
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
3:00 PM – 5:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that …
What's News Now!
8:00 AM – 9:08 AM
This seminar is a fast-paced review of current events, trends, and issues of interest to insurance producers. The session begins with a quick update on federal insurance-related developments and then turns to a review of two important national cases …
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
9:00 AM – 11:57 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The …
To Be or Not to AirBnb – Sharing Exposures and Insurance
9:00 AM – 10:55 AM
This course addresses aspects of the emerging sharing economy’s use of personal autos and homes. It provides a discussion of the nature of these exposures and how Personal Auto policies and Homeowners policies respond. There is also a brief …
Cannabis 101
10:00 AM – 12:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal …
An Hour of True Crime – Schoharie Limousine Accident
11:00 AM – 11:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim …
COVERAGE ESSENTIALS: Homeowners Part II – Property Coverages
12:00 PM – 2:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO’s Homeowners 3 – Special Form HO …
Issues in Named Insured: The Rules and the Whys
12:00 PM – 2:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies – a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the …
We Call it Cannabis Now
2:00 PM – 3:57 PM
This class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal lines or / …
An Hour Of True Crime – Wrong Way Driver
3:00 PM – 3:57 PM
This course will discuss a four car accident which resulted in multiple fatalities. Attendees will learn what coverages were needed to respond to the loss and to the multiple lawsuits which arose from the loss. Click here to register
Flood Insurance: Beyond The Fundamentals
8:00 AM – 10:55 AM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays …
How To Thrive In An Ever Changing Work Environment
9:00 AM – 10:07 AM
This session will address the positive effects that Organizational Culture can have on your agency. While many E&O classes focus on mistakes employees can make that create potential problems, this course will attempt to create an awareness that …
The Many Faces of Insurance Fraud Shedding Light on the Tactics of Modern Day Swindlers
9:00 AM – 11:16 AM
“Did you know that fraud is like a parasite, feeding on the lifeblood of the insurance industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for ‘The Many Faces of Fraud: Shedding Light on the …
Flood Overview: NFIP Basic – 1 Hour
12:00 PM – 12:56 PM
This one-hour course provides a foundational understanding of the National Flood Insurance Program (NFIP). Agents will gain essential knowledge of flood policy rating, claims handling, and marketing strategies to better educate and serve their …
Certificates of Insurance: Embrace the Pain
1:00 PM – 1:59 PM
Certificates of insurance have become much more than a “snapshot” of insurance coverage. They have become very complex forms with many requirements arising out of client contracts. They have also become a source of E&O claims for insurance …
Six Interesting (and Recent Cases) – And Why They Matter To The Industry
2:00 PM – 3:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following …
Kids and Cars – Claims That Should Scare You
10:00 AM – 12:56 PM
This continuing education program examines high-risk automobile and homeowners liability exposures involving youthful drivers, college students, and household members. Participants review Personal Auto and Homeowners policy language, definitions of …
Flood Overview: NFIP Basic- 3 Hour
3:00 PM – 5:55 PM
This three-hour course offers a comprehensive look at the evolution and current state of the National Flood Insurance Program (NFIP). Agents will explore key topics including policy rating, claims handling, and general and miscellaneous rules that …
Adding Value In Personal Lines
10:00 AM – 12:57 PM
Our personal lines clients depend upon us to place proper coverages as a major part of their risk management strategy. The property and liability coverages we place on their behalf may ultimately stand between them and bankruptcy in the event of a …
Power of Prevention: Agency Risk Management Essentials of Service
12:00 PM – 3:00 PM
This lass targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, …
Kentucky Agents – Coverage Essentials: Policy Analysis-Reading, Interpreting and Understanding Insurance Contracts
1:00 PM – 4:11 PM
This course is designed for Kentucky agents. Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the …
What a Mess – A Not-So Serious Look at Serious Personal Lines Claims
9:00 AM – 11:58 AM
This three-hour continuing education course examines complex and frequently misunderstood personal lines insurance claims involving Personal Auto and Homeowners policies. Through policy language analysis and practical claim scenarios, participants …
Legacy Blueprint: Crafting Tomorrow's Agency Today
2:00 PM – 5:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We’ll not only …
Securing the Future: Insurance in an Era of Increased Natural Disasters
9:00 AM – 11:01 AM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent …
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
9:00 AM – 9:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients …
Directors and Officers Liability Insurance
10:00 AM – 12:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the …
The “Lucky” Thirteen Most Important Issues in Homeowners Insurance
12:00 PM – 3:07 PM
This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered. For those producers …
Recognize. Respond. Survive. Active Shooter Response Training – ABEN
3:00 PM – 4:57 PM
ProActive Response Group’s Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active …
Blueprint for Success: Crafting Your Ownership Journey
4:00 PM – 7:36 PM
Dream of leading your own insurance agency? Whether you’re a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and …
The Ultimate Account Manager -Desk Management and Client Value
9:00 AM – 10:57 AM
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training …
Studies in Ethics – A Hippocratic Oath for Insurance Professionals
10:00 AM – 1:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert …
The Ultimate Account Manager – Effective Communication
12:00 PM – 1:57 PM
Many organizations today have initiatives supporting diversity and inclusion. Quite frankly, independent agencies have not always led the way when it comes to embracing these concepts and taking the necessary steps to ensure they are more than just …
Should I Do a Roth IRA?
1:00 PM – 3:01 PM
Federal income taxes are at their lowest point in many years. With the National Debt over $30 Trillion a rise in taxes is imminent. This presentation shows way to create tax free money for the future. It emphasizes both the Individual Roth IRA and the …
Watch Your Six – A Half Dozen Ethics Scenarios for Insurance Professionals
3:00 PM – 6:13 PM
For instructors as well as producers, the ongoing study of professional ethics is a continuing education class struggle. By the very nature of the subject, ethics classes run the risk of being filled with platitudes or devolving into sermons. …
The Ultimate Account Manager -Errors and Omission
3:00 PM – 4:57 PM
Three or four decades ago, about 1 in 25 agencies could expect to have an E&O claim, and up until that time there were few, if any, claims paid in excess of $300,000. A typical deductible for agency E&O coverage was $2,500 to $5,000. Today, one in …
The Greatest Insurance Product Ever Created
9:00 AM – 11:05 AM
In 1913, when the Internal Revenue Service was created, some very visionary people wanted to make sure that families and businesses could be protected and pass on their assets from one generation to the next. That was the foundation of the Greatest …
The Ultimate Account Manager – Risk Management and Contract Analysis
9:00 AM – 10:56 AM
Independent insurance agents are at their best when they assist their clients in making sound risk management decisions. In order to do so, you need to have a fundamental understanding of the risk management process. The steps in the risk management …
What To Do With Rental Cars
11:00 AM – 1:57 PM
This course will examine the coverages provided by the Personal Auto policy for rental cars and some of the potential coverage gaps that may be created by the rental car contract. Click here to register
The Ultimate Account Manager -What Makes an Ultimate Account Manager
12:00 PM – 1:56 PM
We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with …
What Ever Happened to “And They Lived Happily Ever After?”
1:00 PM – 2:55 PM
Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on …
You Gotta Be Kidding Me! Strange but True Claims
2:00 PM – 4:00 PM
After 30 years in the insurance business, you’re bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as …
The Ultimate Account Manager – What Will Be
3:00 PM – 4:57 PM
For the first time in American history, there are as many as five different generations in the workplace. You might think that’s a good thing, since we have previously talked about the talent shortage facing the industry. And it is a good thing, but …
Farm Property Coverage for the Small or Hobby Farmer – An Overview
9:00 AM – 10:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its …
What a Crime – Understanding Crime Insurance
11:00 AM – 1:57 PM
This seminar will explore the need for crime insurance and explain the methods of writing crime insurance. Participants will learn the difference in the Loss Sustained and the Discovery forms of crime policies and examine some of the most widely …
If It Moves On The Farm – It Presents A Risk
1:00 PM – 2:46 PM
Items which move present substantial risk to our clients. Whether an item is mobile under its own power or is provided mobility via another method, the exposures are real and dramatic. This presentation will address the exposures associated with …
Cybersecurity Risk and Insurance Are…
3:00 PM – 3:58 PM
This hour of continuing education is focused on describing the current state of the underlying risk in the cybersecurity world and the insurance implications for producers and their clients. The first of the four seminar parts details how many …
Homeowners Insurance Facts and Follies
3:00 PM – 6:01 PM
How much do we really know about the coverages provides by the standard ISO Homeowners policy? This course will look at a wide variety of scenarios faced by the typical homeowner and discuss how, if at all, the Homeowners policy would respond. Topics …
Farm Property – Vital Endorsements For the Small or Hobby Farmer
3:00 PM – 4:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are …
Farm and Insurance Issues – Top Ten Cases of the Last Decade (Or So)
8:00 AM – 10:07 AM
The theme is simple; the cases and principles are not. This is a quick-moving survey of the most important agriculture and farm-related insurance decisions in the last ten years or so. After a brief introduction, the seminar will involve presenting …
Agritourism Insurance and Risk Management
9:00 AM – 11:04 AM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a …
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
9:00 AM – 11:58 AM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that …
Kentucky Agents – Coverage Essentials: Policy Analysis-Reading, Interpreting and Understanding Insurance Contracts
9:00 AM – 12:11 PM
This course is designed for Kentucky agents. Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the …
Gigs and Side Hustles – The Insurance Issues
10:00 AM – 12:05 PM
This seminar is a fast-paced look at the personal and commercial lines insurance issues that have been created in the gig economy. The first section of the seminar looks at standard definitions and characteristics of the sharing and the gig economy, …
AI Implications in the Insurance Industry
12:00 PM – 1:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. …
Hot Topics In Personal Lines
12:00 PM – 2:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to …
Cyber 101: The Basics of Cyber Insurance
2:00 PM – 3:03 PM
This hour of continuing education is designed to be introduction to the basics of insuring cyber risks. It is designed for producers who are not familiar with the coverage and the basic contours of the risk that insureds have. Click here to register
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
3:00 PM – 5:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even …
An Insurance Horror Story – Hoarders
3:00 PM – 4:55 PM
This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to …
We Call it Cannabis Now
8:00 AM – 9:57 AM
This class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal lines or / …
An Hour Of True Crime – Wrong Way Driver
9:00 AM – 9:57 AM
This course will discuss a four car accident which resulted in multiple fatalities. Attendees will learn what coverages were needed to respond to the loss and to the multiple lawsuits which arose from the loss. Click here to register
What's News Now!
10:00 AM – 11:08 AM
This seminar is a fast-paced review of current events, trends, and issues of interest to insurance producers. The session begins with a quick update on federal insurance-related developments and then turns to a review of two important national cases …
To Be or Not to AirBnb – Sharing Exposures and Insurance
11:00 AM – 12:55 PM
This course addresses aspects of the emerging sharing economy’s use of personal autos and homes. It provides a discussion of the nature of these exposures and how Personal Auto policies and Homeowners policies respond. There is also a brief …
Cannabis 101
12:00 PM – 2:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal …
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
12:00 PM – 2:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The …
An Hour of True Crime – Schoharie Limousine Accident
1:00 PM – 1:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim …
Issues in Named Insured: The Rules and the Whys
2:00 PM – 4:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies – a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the …
COVERAGE ESSENTIALS: Homeowners Part II – Property Coverages
3:00 PM – 5:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO’s Homeowners 3 – Special Form HO …
Six Interesting (and Recent Cases) – And Why They Matter To The Industry
8:00 AM – 9:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following …
Tricks of the Trade – Understanding Builders Risk and Contractors Equipment
9:00 AM – 10:57 AM
This two-hour continuing education course provides insurance producers with a comprehensive understanding of Builders Risk and Contractors Equipment coverages. Participants will learn when and how these coverages apply, how underwriting and valuation …
Flood Insurance: Beyond The Fundamentals
10:00 AM – 12:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays …
How To Thrive In An Ever Changing Work Environment
11:00 AM – 12:07 PM
This session will address the positive effects that Organizational Culture can have on your agency. While many E&O classes focus on mistakes employees can make that create potential problems, this course will attempt to create an awareness that …
The Many Faces of Insurance Fraud Shedding Light on the Tactics of Modern Day Swindlers
12:00 PM – 2:16 PM
“Did you know that fraud is like a parasite, feeding on the lifeblood of the insurance industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for ‘The Many Faces of Fraud: Shedding Light on the …
Certificates of Insurance: Embrace the Pain
3:00 PM – 3:59 PM
Certificates of insurance have become much more than a “snapshot” of insurance coverage. They have become very complex forms with many requirements arising out of client contracts. They have also become a source of E&O claims for insurance …
Flood Overview: NFIP Basic – 1 Hour
3:00 PM – 3:56 PM
This one-hour course provides a foundational understanding of the National Flood Insurance Program (NFIP). Agents will gain essential knowledge of flood policy rating, claims handling, and marketing strategies to better educate and serve their …
Flood Overview: NFIP Basic- 3 Hour
9:00 AM – 11:55 AM
This three-hour course offers a comprehensive look at the evolution and current state of the National Flood Insurance Program (NFIP). Agents will explore key topics including policy rating, claims handling, and general and miscellaneous rules that …
Kids and Cars – Claims That Should Scare You
1:00 PM – 3:56 PM
This continuing education program examines high-risk automobile and homeowners liability exposures involving youthful drivers, college students, and household members. Participants review Personal Auto and Homeowners policy language, definitions of …
E&O Nightmares
10:00 AM – 11:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common …
Adding Value In Personal Lines
1:00 PM – 3:57 PM
Our personal lines clients depend upon us to place proper coverages as a major part of their risk management strategy. The property and liability coverages we place on their behalf may ultimately stand between them and bankruptcy in the event of a …
Power of Prevention: Agency Risk Management Essentials of Service
3:00 PM – 6:00 PM
This lass targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, …
Legacy Blueprint: Crafting Tomorrow's Agency Today
4:00 PM – 7:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We’ll not only …
2026 Big I Law & Order – Insurance Edition (Aug 31)
12:00 PM – 4:00 PM
Join us for another FREE virtual Member CE Day with Rick Pitts and Dustin Miller ($100 non-member). A fast-paced review of current events, trends, and issues of interest to insurance producers in Kentucky. This is a 4hr CE …
Cyber 101: The Basics of Cyber Insurance
8:00 AM – 9:03 AM
This hour of continuing education is designed to be introduction to the basics of insuring cyber risks. It is designed for producers who are not familiar with the coverage and the basic contours of the risk that insureds have. Click here to register
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
9:00 AM – 11:59 AM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even …
An Insurance Horror Story – Hoarders
9:00 AM – 10:55 AM
This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to …
Farm and Insurance Issues – Top Ten Cases of the Last Decade (Or So)
10:00 AM – 12:07 PM
The theme is simple; the cases and principles are not. This is a quick-moving survey of the most important agriculture and farm-related insurance decisions in the last ten years or so. After a brief introduction, the seminar will involve presenting …
Kentucky Agents – Coverage Essentials: Policy Analysis-Reading, Interpreting and Understanding Insurance Contracts
11:00 AM – 2:11 PM
This course is designed for Kentucky agents. Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the …
You Gotta Be Kidding Me! Strange but True Claims
11:00 AM – 1:00 PM
After 30 years in the insurance business, you’re bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as …
Agritourism Insurance and Risk Management
12:00 PM – 2:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a …
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
12:00 PM – 2:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that …
Gigs and Side Hustles – The Insurance Issues
12:00 PM – 2:05 PM
This seminar is a fast-paced look at the personal and commercial lines insurance issues that have been created in the gig economy. The first section of the seminar looks at standard definitions and characteristics of the sharing and the gig economy, …
What a Mess – A Not-So Serious Look at Serious Personal Lines Claims
1:00 PM – 3:58 PM
This three-hour continuing education course examines complex and frequently misunderstood personal lines insurance claims involving Personal Auto and Homeowners policies. Through policy language analysis and practical claim scenarios, participants …
Hot Topics In Personal Lines
2:00 PM – 4:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to …
AI Implications in the Insurance Industry
3:00 PM – 4:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. …
Cybersecurity Risk and Insurance Are…
9:00 AM – 9:58 AM
This hour of continuing education is focused on describing the current state of the underlying risk in the cybersecurity world and the insurance implications for producers and their clients. The first of the four seminar parts details how many …
Homeowners Insurance Facts and Follies
9:00 AM – 12:01 PM
How much do we really know about the coverages provides by the standard ISO Homeowners policy? This course will look at a wide variety of scenarios faced by the typical homeowner and discuss how, if at all, the Homeowners policy would respond. Topics …
Farm Property – Vital Endorsements For the Small or Hobby Farmer
9:00 AM – 10:56 AM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are …
Farm Property Coverage for the Small or Hobby Farmer – An Overview
11:00 AM – 12:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its …
What a Crime – Understanding Crime Insurance
1:00 PM – 3:57 PM
This seminar will explore the need for crime insurance and explain the methods of writing crime insurance. Participants will learn the difference in the Loss Sustained and the Discovery forms of crime policies and examine some of the most widely …
E&O Nightmares
2:00 PM – 3:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common …
If It Moves On The Farm – It Presents A Risk
3:00 PM – 4:46 PM
Items which move present substantial risk to our clients. Whether an item is mobile under its own power or is provided mobility via another method, the exposures are real and dramatic. This presentation will address the exposures associated with …
The Ultimate Account Manager – What Will Be
9:00 AM – 10:57 AM
For the first time in American history, there are as many as five different generations in the workplace. You might think that’s a good thing, since we have previously talked about the talent shortage facing the industry. And it is a good thing, but …
The Greatest Insurance Product Ever Created
11:00 AM – 1:05 PM
In 1913, when the Internal Revenue Service was created, some very visionary people wanted to make sure that families and businesses could be protected and pass on their assets from one generation to the next. That was the foundation of the Greatest …
The Ultimate Account Manager – Risk Management and Contract Analysis
12:00 PM – 1:56 PM
Independent insurance agents are at their best when they assist their clients in making sound risk management decisions. In order to do so, you need to have a fundamental understanding of the risk management process. The steps in the risk management …
What To Do With Rental Cars
1:00 PM – 3:57 PM
This course will examine the coverages provided by the Personal Auto policy for rental cars and some of the potential coverage gaps that may be created by the rental car contract. Click here to register
The Ultimate Account Manager -What Makes an Ultimate Account Manager
3:00 PM – 4:56 PM
We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with …
What Ever Happened to “And They Lived Happily Ever After?”
3:00 PM – 4:55 PM
Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on …
Watch Your Six – A Half Dozen Ethics Scenarios for Insurance Professionals
9:00 AM – 12:13 PM
For instructors as well as producers, the ongoing study of professional ethics is a continuing education class struggle. By the very nature of the subject, ethics classes run the risk of being filled with platitudes or devolving into sermons. …
The Ultimate Account Manager -Errors and Omission
9:00 AM – 10:57 AM
Three or four decades ago, about 1 in 25 agencies could expect to have an E&O claim, and up until that time there were few, if any, claims paid in excess of $300,000. A typical deductible for agency E&O coverage was $2,500 to $5,000. Today, one in …
The Ultimate Account Manager -Desk Management and Client Value
12:00 PM – 1:57 PM
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training …
Studies in Ethics – A Hippocratic Oath for Insurance Professionals
12:00 PM – 3:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert …
Should I Do a Roth IRA?
3:00 PM – 5:01 PM
Federal income taxes are at their lowest point in many years. With the National Debt over $30 Trillion a rise in taxes is imminent. This presentation shows way to create tax free money for the future. It emphasizes both the Individual Roth IRA and the …
The Ultimate Account Manager – Effective Communication
3:00 PM – 4:57 PM
Many organizations today have initiatives supporting diversity and inclusion. Quite frankly, independent agencies have not always led the way when it comes to embracing these concepts and taking the necessary steps to ensure they are more than just …
Recognize. Respond. Survive. Active Shooter Response Training – ABEN
9:00 AM – 10:57 AM
ProActive Response Group’s Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active …
Blueprint for Success: Crafting Your Ownership Journey
10:00 AM – 1:36 PM
Dream of leading your own insurance agency? Whether you’re a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and …
Directors and Officers Liability Insurance
12:00 PM – 2:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the …
Securing the Future: Insurance in an Era of Increased Natural Disasters
12:00 PM – 2:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent …
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
12:00 PM – 12:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients …
Tricks of the Trade – Understanding Builders Risk and Contractors Equipment
1:00 PM – 2:57 PM
This two-hour continuing education course provides insurance producers with a comprehensive understanding of Builders Risk and Contractors Equipment coverages. Participants will learn when and how these coverages apply, how underwriting and valuation …
The “Lucky” Thirteen Most Important Issues in Homeowners Insurance
2:00 PM – 5:07 PM
This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered. For those producers …
Power of Prevention: Agency Risk Management Essentials of Service
9:00 AM – 12:00 PM
This lass targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, …
Legacy Blueprint: Crafting Tomorrow's Agency Today
10:00 AM – 1:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We’ll not only …
Kids and Cars – Claims That Should Scare You
10:00 AM – 12:56 PM
This continuing education program examines high-risk automobile and homeowners liability exposures involving youthful drivers, college students, and household members. Participants review Personal Auto and Homeowners policy language, definitions of …
Adding Value In Personal Lines
4:00 PM – 6:57 PM
Our personal lines clients depend upon us to place proper coverages as a major part of their risk management strategy. The property and liability coverages we place on their behalf may ultimately stand between them and bankruptcy in the event of a …
Flood Overview: NFIP Basic- 3 Hour
12:00 PM – 2:55 PM
This three-hour course offers a comprehensive look at the evolution and current state of the National Flood Insurance Program (NFIP). Agents will explore key topics including policy rating, claims handling, and general and miscellaneous rules that …
Certificates of Insurance: Embrace the Pain
9:00 AM – 9:59 AM
Certificates of insurance have become much more than a “snapshot” of insurance coverage. They have become very complex forms with many requirements arising out of client contracts. They have also become a source of E&O claims for insurance …
Flood Overview: NFIP Basic – 1 Hour
9:00 AM – 9:56 AM
This one-hour course provides a foundational understanding of the National Flood Insurance Program (NFIP). Agents will gain essential knowledge of flood policy rating, claims handling, and marketing strategies to better educate and serve their …
Six Interesting (and Recent Cases) – And Why They Matter To The Industry
10:00 AM – 11:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following …
Flood Insurance: Beyond The Fundamentals
12:00 PM – 2:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays …
How To Thrive In An Ever Changing Work Environment
1:00 PM – 2:07 PM
This session will address the positive effects that Organizational Culture can have on your agency. While many E&O classes focus on mistakes employees can make that create potential problems, this course will attempt to create an awareness that …
The Many Faces of Insurance Fraud Shedding Light on the Tactics of Modern Day Swindlers
3:00 PM – 5:16 PM
“Did you know that fraud is like a parasite, feeding on the lifeblood of the insurance industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for ‘The Many Faces of Fraud: Shedding Light on the …
Issues in Named Insured: The Rules and the Whys
8:00 AM – 10:07 AM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies – a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the …
COVERAGE ESSENTIALS: Homeowners Part II – Property Coverages
9:00 AM – 11:59 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO’s Homeowners 3 – Special Form HO …
We Call it Cannabis Now
10:00 AM – 11:57 AM
This class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal lines or / …
An Hour of True Crime – Schoharie Limousine Accident
11:00 AM – 11:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim …
An Hour Of True Crime – Wrong Way Driver
12:00 PM – 12:57 PM
This course will discuss a four car accident which resulted in multiple fatalities. Attendees will learn what coverages were needed to respond to the loss and to the multiple lawsuits which arose from the loss. Click here to register
What's News Now!
12:00 PM – 1:08 PM
This seminar is a fast-paced review of current events, trends, and issues of interest to insurance producers. The session begins with a quick update on federal insurance-related developments and then turns to a review of two important national cases …
To Be or Not to AirBnb – Sharing Exposures and Insurance
1:00 PM – 2:55 PM
This course addresses aspects of the emerging sharing economy’s use of personal autos and homes. It provides a discussion of the nature of these exposures and how Personal Auto policies and Homeowners policies respond. There is also a brief …
Cannabis 101
2:00 PM – 4:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal …
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
3:00 PM – 5:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The …
2026 Big I Law & Order – Insurance Edition (Sept 15)
9:00 AM – 1:00 PM
Join us for another FREE virtual Member CE Day with Rick Pitts and Dustin Miller ($100 non-member). A fast-paced review of current events, trends, and issues of interest to insurance producers in Kentucky. This is a 4hr CE …
Hot Topics In Personal Lines
8:00 AM – 10:07 AM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to …
AI Implications in the Insurance Industry
9:00 AM – 10:08 AM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. …
Cyber 101: The Basics of Cyber Insurance
10:00 AM – 11:03 AM
This hour of continuing education is designed to be introduction to the basics of insuring cyber risks. It is designed for producers who are not familiar with the coverage and the basic contours of the risk that insureds have. Click here to register
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
12:00 PM – 2:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even …
An Insurance Horror Story – Hoarders
12:00 PM – 1:55 PM
This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to …
Farm and Insurance Issues – Top Ten Cases of the Last Decade (Or So)
12:00 PM – 2:07 PM
The theme is simple; the cases and principles are not. This is a quick-moving survey of the most important agriculture and farm-related insurance decisions in the last ten years or so. After a brief introduction, the seminar will involve presenting …
Gigs and Side Hustles – The Insurance Issues
2:00 PM – 4:05 PM
This seminar is a fast-paced look at the personal and commercial lines insurance issues that have been created in the gig economy. The first section of the seminar looks at standard definitions and characteristics of the sharing and the gig economy, …
Agritourism Insurance and Risk Management
3:00 PM – 5:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a …
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
3:00 PM – 5:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that …
If It Moves On The Farm – It Presents A Risk
9:00 AM – 10:46 AM
Items which move present substantial risk to our clients. Whether an item is mobile under its own power or is provided mobility via another method, the exposures are real and dramatic. This presentation will address the exposures associated with …
Homeowners Insurance Facts and Follies
11:00 AM – 2:01 PM
How much do we really know about the coverages provides by the standard ISO Homeowners policy? This course will look at a wide variety of scenarios faced by the typical homeowner and discuss how, if at all, the Homeowners policy would respond. Topics …
Farm Property – Vital Endorsements For the Small or Hobby Farmer
11:00 AM – 12:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are …
Cybersecurity Risk and Insurance Are…
12:00 PM – 12:58 PM
This hour of continuing education is focused on describing the current state of the underlying risk in the cybersecurity world and the insurance implications for producers and their clients. The first of the four seminar parts details how many …
Farm Property Coverage for the Small or Hobby Farmer – An Overview
1:00 PM – 2:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its …
You Gotta Be Kidding Me! Strange but True Claims
3:00 PM – 5:00 PM
After 30 years in the insurance business, you’re bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as …
What a Crime – Understanding Crime Insurance
3:00 PM – 5:57 PM
This seminar will explore the need for crime insurance and explain the methods of writing crime insurance. Participants will learn the difference in the Loss Sustained and the Discovery forms of crime policies and examine some of the most widely …
The Ultimate Account Manager -What Makes an Ultimate Account Manager
9:00 AM – 10:56 AM
We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with …
What Ever Happened to “And They Lived Happily Ever After?”
9:00 AM – 10:55 AM
Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on …
The Ultimate Account Manager – What Will Be
12:00 PM – 1:57 PM
For the first time in American history, there are as many as five different generations in the workplace. You might think that’s a good thing, since we have previously talked about the talent shortage facing the industry. And it is a good thing, but …
The Greatest Insurance Product Ever Created
1:00 PM – 3:05 PM
In 1913, when the Internal Revenue Service was created, some very visionary people wanted to make sure that families and businesses could be protected and pass on their assets from one generation to the next. That was the foundation of the Greatest …
The Ultimate Account Manager – Risk Management and Contract Analysis
3:00 PM – 4:56 PM
Independent insurance agents are at their best when they assist their clients in making sound risk management decisions. In order to do so, you need to have a fundamental understanding of the risk management process. The steps in the risk management …
What To Do With Rental Cars
3:00 PM – 5:57 PM
This course will examine the coverages provided by the Personal Auto policy for rental cars and some of the potential coverage gaps that may be created by the rental car contract. Click here to register
The Ultimate Account Manager – Effective Communication
9:00 AM – 10:57 AM
Many organizations today have initiatives supporting diversity and inclusion. Quite frankly, independent agencies have not always led the way when it comes to embracing these concepts and taking the necessary steps to ensure they are more than just …
What a Mess – A Not-So Serious Look at Serious Personal Lines Claims
9:00 AM – 11:58 AM
This three-hour continuing education course examines complex and frequently misunderstood personal lines insurance claims involving Personal Auto and Homeowners policies. Through policy language analysis and practical claim scenarios, participants …
Watch Your Six – A Half Dozen Ethics Scenarios for Insurance Professionals
12:00 PM – 3:13 PM
For instructors as well as producers, the ongoing study of professional ethics is a continuing education class struggle. By the very nature of the subject, ethics classes run the risk of being filled with platitudes or devolving into sermons. …
The Ultimate Account Manager -Errors and Omission
12:00 PM – 1:57 PM
Three or four decades ago, about 1 in 25 agencies could expect to have an E&O claim, and up until that time there were few, if any, claims paid in excess of $300,000. A typical deductible for agency E&O coverage was $2,500 to $5,000. Today, one in …
Studies in Ethics – A Hippocratic Oath for Insurance Professionals
2:00 PM – 5:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert …
The Ultimate Account Manager -Desk Management and Client Value
3:00 PM – 4:57 PM
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training …
Should I Do a Roth IRA?
9:00 AM – 11:01 AM
Federal income taxes are at their lowest point in many years. With the National Debt over $30 Trillion a rise in taxes is imminent. This presentation shows way to create tax free money for the future. It emphasizes both the Individual Roth IRA and the …
Kentucky Agents – Coverage Essentials: Policy Analysis-Reading, Interpreting and Understanding Insurance Contracts
1:00 PM – 4:11 PM
This course is designed for Kentucky agents. Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the …
The “Lucky” Thirteen Most Important Issues in Homeowners Insurance
8:00 AM – 11:07 AM
This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered. For those producers …
Tricks of the Trade – Understanding Builders Risk and Contractors Equipment
9:00 AM – 10:57 AM
This two-hour continuing education course provides insurance producers with a comprehensive understanding of Builders Risk and Contractors Equipment coverages. Participants will learn when and how these coverages apply, how underwriting and valuation …
Blueprint for Success: Crafting Your Ownership Journey
12:00 PM – 3:36 PM
Dream of leading your own insurance agency? Whether you’re a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and …
Recognize. Respond. Survive. Active Shooter Response Training – ABEN
12:00 PM – 1:57 PM
ProActive Response Group’s Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active …
Directors and Officers Liability Insurance
2:00 PM – 4:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the …
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
3:00 PM – 3:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients …
Securing the Future: Insurance in an Era of Increased Natural Disasters
3:00 PM – 5:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent …
Adding Value In Personal Lines
10:00 AM – 12:57 PM
Our personal lines clients depend upon us to place proper coverages as a major part of their risk management strategy. The property and liability coverages we place on their behalf may ultimately stand between them and bankruptcy in the event of a …
Legacy Blueprint: Crafting Tomorrow's Agency Today
12:00 PM – 3:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We’ll not only …
Power of Prevention: Agency Risk Management Essentials of Service
12:00 PM – 3:00 PM
This lass targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, …
Kids and Cars – Claims That Should Scare You
1:00 PM – 3:56 PM
This continuing education program examines high-risk automobile and homeowners liability exposures involving youthful drivers, college students, and household members. Participants review Personal Auto and Homeowners policy language, definitions of …
E&O Nightmares
10:00 AM – 11:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common …
Flood Overview: NFIP Basic- 3 Hour
3:00 PM – 5:55 PM
This three-hour course offers a comprehensive look at the evolution and current state of the National Flood Insurance Program (NFIP). Agents will explore key topics including policy rating, claims handling, and general and miscellaneous rules that …
The Many Faces of Insurance Fraud Shedding Light on the Tactics of Modern Day Swindlers
9:00 AM – 11:16 AM
“Did you know that fraud is like a parasite, feeding on the lifeblood of the insurance industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for ‘The Many Faces of Fraud: Shedding Light on the …
Certificates of Insurance: Embrace the Pain
11:00 AM – 11:59 AM
Certificates of insurance have become much more than a “snapshot” of insurance coverage. They have become very complex forms with many requirements arising out of client contracts. They have also become a source of E&O claims for insurance …
Six Interesting (and Recent Cases) – And Why They Matter To The Industry
12:00 PM – 1:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following …
Flood Overview: NFIP Basic – 1 Hour
12:00 PM – 12:56 PM
This one-hour course provides a foundational understanding of the National Flood Insurance Program (NFIP). Agents will gain essential knowledge of flood policy rating, claims handling, and marketing strategies to better educate and serve their …
Flood Insurance: Beyond The Fundamentals
2:00 PM – 4:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays …
How To Thrive In An Ever Changing Work Environment
3:00 PM – 4:07 PM
This session will address the positive effects that Organizational Culture can have on your agency. While many E&O classes focus on mistakes employees can make that create potential problems, this course will attempt to create an awareness that …
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
9:00 AM – 11:57 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The …
COVERAGE ESSENTIALS: Homeowners Part II – Property Coverages
12:00 PM – 2:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO’s Homeowners 3 – Special Form HO …
An Hour of True Crime – Schoharie Limousine Accident
1:00 PM – 1:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim …
Cannabis 101
8:00 AM – 10:08 AM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal …
Issues in Named Insured: The Rules and the Whys
10:00 AM – 12:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies – a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the …
We Call it Cannabis Now
12:00 PM – 1:57 PM
This class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal lines or / …
What's News Now!
2:00 PM – 3:08 PM
This seminar is a fast-paced review of current events, trends, and issues of interest to insurance producers. The session begins with a quick update on federal insurance-related developments and then turns to a review of two important national cases …
An Hour Of True Crime – Wrong Way Driver
3:00 PM – 3:57 PM
This course will discuss a four car accident which resulted in multiple fatalities. Attendees will learn what coverages were needed to respond to the loss and to the multiple lawsuits which arose from the loss. Click here to register
To Be or Not to AirBnb – Sharing Exposures and Insurance
3:00 PM – 4:55 PM
This course addresses aspects of the emerging sharing economy’s use of personal autos and homes. It provides a discussion of the nature of these exposures and how Personal Auto policies and Homeowners policies respond. There is also a brief …
What's News Now!
8:00 AM – 9:08 AM
This seminar is a fast-paced review of current events, trends, and issues of interest to insurance producers. The session begins with a quick update on federal insurance-related developments and then turns to a review of two important national cases …
An Hour Of True Crime – Wrong Way Driver
9:00 AM – 9:57 AM
This course will discuss a four car accident which resulted in multiple fatalities. Attendees will learn what coverages were needed to respond to the loss and to the multiple lawsuits which arose from the loss. Click here to register
To Be or Not to AirBnb – Sharing Exposures and Insurance
9:00 AM – 10:55 AM
This course addresses aspects of the emerging sharing economy’s use of personal autos and homes. It provides a discussion of the nature of these exposures and how Personal Auto policies and Homeowners policies respond. There is also a brief …
Cannabis 101
10:00 AM – 12:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal …
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
12:00 PM – 2:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The …
Issues in Named Insured: The Rules and the Whys
12:00 PM – 2:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies – a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the …
We Call it Cannabis Now
2:00 PM – 3:57 PM
This class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal lines or / …
COVERAGE ESSENTIALS: Homeowners Part II – Property Coverages
3:00 PM – 5:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO’s Homeowners 3 – Special Form HO …
Flood Insurance: Beyond The Fundamentals
8:00 AM – 10:55 AM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays …
How To Thrive In An Ever Changing Work Environment
9:00 AM – 10:07 AM
This session will address the positive effects that Organizational Culture can have on your agency. While many E&O classes focus on mistakes employees can make that create potential problems, this course will attempt to create an awareness that …
The Many Faces of Insurance Fraud Shedding Light on the Tactics of Modern Day Swindlers
12:00 PM – 2:16 PM
“Did you know that fraud is like a parasite, feeding on the lifeblood of the insurance industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for ‘The Many Faces of Fraud: Shedding Light on the …
Certificates of Insurance: Embrace the Pain
1:00 PM – 1:59 PM
Certificates of insurance have become much more than a “snapshot” of insurance coverage. They have become very complex forms with many requirements arising out of client contracts. They have also become a source of E&O claims for insurance …
Six Interesting (and Recent Cases) – And Why They Matter To The Industry
2:00 PM – 3:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following …
Flood Overview: NFIP Basic – 1 Hour
3:00 PM – 3:56 PM
This one-hour course provides a foundational understanding of the National Flood Insurance Program (NFIP). Agents will gain essential knowledge of flood policy rating, claims handling, and marketing strategies to better educate and serve their …
Kentucky Agents – Coverage Essentials: Policy Analysis-Reading, Interpreting and Understanding Insurance Contracts
9:00 AM – 12:11 PM
This course is designed for Kentucky agents. Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the …
Flood Overview: NFIP Basic- 3 Hour
9:00 AM – 11:55 AM
This three-hour course offers a comprehensive look at the evolution and current state of the National Flood Insurance Program (NFIP). Agents will explore key topics including policy rating, claims handling, and general and miscellaneous rules that …
Tricks of the Trade – Understanding Builders Risk and Contractors Equipment
1:00 PM – 2:57 PM
This two-hour continuing education course provides insurance producers with a comprehensive understanding of Builders Risk and Contractors Equipment coverages. Participants will learn when and how these coverages apply, how underwriting and valuation …
You Gotta Be Kidding Me! Strange but True Claims
11:00 AM – 1:00 PM
After 30 years in the insurance business, you’re bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as …
Adding Value In Personal Lines
1:00 PM – 3:57 PM
Our personal lines clients depend upon us to place proper coverages as a major part of their risk management strategy. The property and liability coverages we place on their behalf may ultimately stand between them and bankruptcy in the event of a …
What a Mess – A Not-So Serious Look at Serious Personal Lines Claims
1:00 PM – 3:58 PM
This three-hour continuing education course examines complex and frequently misunderstood personal lines insurance claims involving Personal Auto and Homeowners policies. Through policy language analysis and practical claim scenarios, participants …
Legacy Blueprint: Crafting Tomorrow's Agency Today
2:00 PM – 5:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We’ll not only …
Power of Prevention: Agency Risk Management Essentials of Service
3:00 PM – 6:00 PM
This lass targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, …
Directors and Officers Liability Insurance
8:00 AM – 10:56 AM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the …
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
9:00 AM – 9:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients …
Securing the Future: Insurance in an Era of Increased Natural Disasters
9:00 AM – 11:01 AM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent …
The “Lucky” Thirteen Most Important Issues in Homeowners Insurance
10:00 AM – 1:07 PM
This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered. For those producers …
Blueprint for Success: Crafting Your Ownership Journey
2:00 PM – 5:36 PM
Dream of leading your own insurance agency? Whether you’re a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and …
E&O Nightmares
2:00 PM – 3:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common …
Recognize. Respond. Survive. Active Shooter Response Training – ABEN
3:00 PM – 4:57 PM
ProActive Response Group’s Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active …
Studies in Ethics – A Hippocratic Oath for Insurance Professionals
8:00 AM – 11:07 AM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert …
The Ultimate Account Manager -Desk Management and Client Value
9:00 AM – 10:57 AM
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training …
Should I Do a Roth IRA?
11:00 AM – 1:01 PM
Federal income taxes are at their lowest point in many years. With the National Debt over $30 Trillion a rise in taxes is imminent. This presentation shows way to create tax free money for the future. It emphasizes both the Individual Roth IRA and the …
The Ultimate Account Manager – Effective Communication
12:00 PM – 1:57 PM
Many organizations today have initiatives supporting diversity and inclusion. Quite frankly, independent agencies have not always led the way when it comes to embracing these concepts and taking the necessary steps to ensure they are more than just …
Strengthen Kentucky Homes Program – October 8, 2026
1:00 PM – 2:00 PM
1-hour FREE CE course (KY only). Hosted by Brad Wilson, Kentucky Department of Insurance Program Manager. Brad will discuss the key features of the Strengthen Kentucky Homes Program, which rolled out March 2026. This is a must attend webinar for anyone …
Watch Your Six – A Half Dozen Ethics Scenarios for Insurance Professionals
3:00 PM – 6:13 PM
For instructors as well as producers, the ongoing study of professional ethics is a continuing education class struggle. By the very nature of the subject, ethics classes run the risk of being filled with platitudes or devolving into sermons. …
The Ultimate Account Manager -Errors and Omission
3:00 PM – 4:57 PM
Three or four decades ago, about 1 in 25 agencies could expect to have an E&O claim, and up until that time there were few, if any, claims paid in excess of $300,000. A typical deductible for agency E&O coverage was $2,500 to $5,000. Today, one in …
The Ultimate Account Manager – Risk Management and Contract Analysis
9:00 AM – 10:56 AM
Independent insurance agents are at their best when they assist their clients in making sound risk management decisions. In order to do so, you need to have a fundamental understanding of the risk management process. The steps in the risk management …
The Ultimate Account Manager -What Makes an Ultimate Account Manager
12:00 PM – 1:56 PM
We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with …
The Ultimate Account Manager – What Will Be
3:00 PM – 4:57 PM
For the first time in American history, there are as many as five different generations in the workplace. You might think that’s a good thing, since we have previously talked about the talent shortage facing the industry. And it is a good thing, but …
If It Moves On The Farm – It Presents A Risk
11:00 AM – 12:46 PM
Items which move present substantial risk to our clients. Whether an item is mobile under its own power or is provided mobility via another method, the exposures are real and dramatic. This presentation will address the exposures associated with …
An Hour of True Crime – Schoharie Limousine Accident
11:00 AM – 11:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim …
Farm Property – Vital Endorsements For the Small or Hobby Farmer
1:00 PM – 2:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are …
Cybersecurity Risk and Insurance Are…
3:00 PM – 3:58 PM
This hour of continuing education is focused on describing the current state of the underlying risk in the cybersecurity world and the insurance implications for producers and their clients. The first of the four seminar parts details how many …
Farm Property Coverage for the Small or Hobby Farmer – An Overview
3:00 PM – 4:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its …
Gigs and Side Hustles – The Insurance Issues
8:00 AM – 10:05 AM
This seminar is a fast-paced look at the personal and commercial lines insurance issues that have been created in the gig economy. The first section of the seminar looks at standard definitions and characteristics of the sharing and the gig economy, …
Agritourism Insurance and Risk Management
9:00 AM – 11:04 AM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a …
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
9:00 AM – 11:58 AM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that …
Hot Topics In Personal Lines
10:00 AM – 12:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to …
AI Implications in the Insurance Industry
12:00 PM – 1:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. …
Cyber 101: The Basics of Cyber Insurance
12:00 PM – 1:03 PM
This hour of continuing education is designed to be introduction to the basics of insuring cyber risks. It is designed for producers who are not familiar with the coverage and the basic contours of the risk that insureds have. Click here to register
Farm and Insurance Issues – Top Ten Cases of the Last Decade (Or So)
2:00 PM – 4:07 PM
The theme is simple; the cases and principles are not. This is a quick-moving survey of the most important agriculture and farm-related insurance decisions in the last ten years or so. After a brief introduction, the seminar will involve presenting …
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
3:00 PM – 5:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even …
An Insurance Horror Story – Hoarders
3:00 PM – 4:55 PM
This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to …
Kids and Cars – Claims That Should Scare You
10:00 AM – 12:56 PM
This continuing education program examines high-risk automobile and homeowners liability exposures involving youthful drivers, college students, and household members. Participants review Personal Auto and Homeowners policy language, definitions of …
What a Crime – Understanding Crime Insurance
9:00 AM – 11:57 AM
This seminar will explore the need for crime insurance and explain the methods of writing crime insurance. Participants will learn the difference in the Loss Sustained and the Discovery forms of crime policies and examine some of the most widely …
Homeowners Insurance Facts and Follies
1:00 PM – 4:01 PM
How much do we really know about the coverages provides by the standard ISO Homeowners policy? This course will look at a wide variety of scenarios faced by the typical homeowner and discuss how, if at all, the Homeowners policy would respond. Topics …
You Gotta Be Kidding Me! Strange but True Claims
3:00 PM – 5:00 PM
After 30 years in the insurance business, you’re bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as …
What To Do With Rental Cars
9:00 AM – 11:57 AM
This course will examine the coverages provided by the Personal Auto policy for rental cars and some of the potential coverage gaps that may be created by the rental car contract. Click here to register
Kentucky Agents – Coverage Essentials: Policy Analysis-Reading, Interpreting and Understanding Insurance Contracts
11:00 AM – 2:11 PM
This course is designed for Kentucky agents. Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the …
What Ever Happened to “And They Lived Happily Ever After?”
11:00 AM – 12:55 PM
Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on …
The Greatest Insurance Product Ever Created
3:00 PM – 5:05 PM
In 1913, when the Internal Revenue Service was created, some very visionary people wanted to make sure that families and businesses could be protected and pass on their assets from one generation to the next. That was the foundation of the Greatest …
We Call it Cannabis Now
8:00 AM – 9:57 AM
This class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal lines or / …
COVERAGE ESSENTIALS: Homeowners Part II – Property Coverages
9:00 AM – 11:59 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO’s Homeowners 3 – Special Form HO …
What a Mess – A Not-So Serious Look at Serious Personal Lines Claims
9:00 AM – 11:58 AM
This three-hour continuing education course examines complex and frequently misunderstood personal lines insurance claims involving Personal Auto and Homeowners policies. Through policy language analysis and practical claim scenarios, participants …
What's News Now!
10:00 AM – 11:08 AM
This seminar is a fast-paced review of current events, trends, and issues of interest to insurance producers. The session begins with a quick update on federal insurance-related developments and then turns to a review of two important national cases …
To Be or Not to AirBnb – Sharing Exposures and Insurance
11:00 AM – 12:55 PM
This course addresses aspects of the emerging sharing economy’s use of personal autos and homes. It provides a discussion of the nature of these exposures and how Personal Auto policies and Homeowners policies respond. There is also a brief …
An Hour Of True Crime – Wrong Way Driver
12:00 PM – 12:57 PM
This course will discuss a four car accident which resulted in multiple fatalities. Attendees will learn what coverages were needed to respond to the loss and to the multiple lawsuits which arose from the loss. Click here to register
Cannabis 101
12:00 PM – 2:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal …
Issues in Named Insured: The Rules and the Whys
2:00 PM – 4:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies – a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the …
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
3:00 PM – 5:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The …
Six Interesting (and Recent Cases) – And Why They Matter To The Industry
8:00 AM – 9:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following …
Flood Overview: NFIP Basic – 1 Hour
9:00 AM – 9:56 AM
This one-hour course provides a foundational understanding of the National Flood Insurance Program (NFIP). Agents will gain essential knowledge of flood policy rating, claims handling, and marketing strategies to better educate and serve their …
Flood Insurance: Beyond The Fundamentals
10:00 AM – 12:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays …
How To Thrive In An Ever Changing Work Environment
11:00 AM – 12:07 PM
This session will address the positive effects that Organizational Culture can have on your agency. While many E&O classes focus on mistakes employees can make that create potential problems, this course will attempt to create an awareness that …
Certificates of Insurance: Embrace the Pain
3:00 PM – 3:59 PM
Certificates of insurance have become much more than a “snapshot” of insurance coverage. They have become very complex forms with many requirements arising out of client contracts. They have also become a source of E&O claims for insurance …
The Many Faces of Insurance Fraud Shedding Light on the Tactics of Modern Day Swindlers
3:00 PM – 5:16 PM
“Did you know that fraud is like a parasite, feeding on the lifeblood of the insurance industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for ‘The Many Faces of Fraud: Shedding Light on the …
Flood Overview: NFIP Basic- 3 Hour
12:00 PM – 2:55 PM
This three-hour course offers a comprehensive look at the evolution and current state of the National Flood Insurance Program (NFIP). Agents will explore key topics including policy rating, claims handling, and general and miscellaneous rules that …
Power of Prevention: Agency Risk Management Essentials of Service
9:00 AM – 12:00 PM
This lass targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, …
Kids and Cars – Claims That Should Scare You
1:00 PM – 3:56 PM
This continuing education program examines high-risk automobile and homeowners liability exposures involving youthful drivers, college students, and household members. Participants review Personal Auto and Homeowners policy language, definitions of …
Adding Value In Personal Lines
4:00 PM – 6:57 PM
Our personal lines clients depend upon us to place proper coverages as a major part of their risk management strategy. The property and liability coverages we place on their behalf may ultimately stand between them and bankruptcy in the event of a …
Legacy Blueprint: Crafting Tomorrow's Agency Today
4:00 PM – 7:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We’ll not only …
Recognize. Respond. Survive. Active Shooter Response Training – ABEN
9:00 AM – 10:57 AM
ProActive Response Group’s Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active …
Directors and Officers Liability Insurance
10:00 AM – 12:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the …
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
12:00 PM – 12:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients …
Securing the Future: Insurance in an Era of Increased Natural Disasters
12:00 PM – 2:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent …
The “Lucky” Thirteen Most Important Issues in Homeowners Insurance
12:00 PM – 3:07 PM
This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered. For those producers …
Blueprint for Success: Crafting Your Ownership Journey
4:00 PM – 7:36 PM
Dream of leading your own insurance agency? Whether you’re a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and …
Watch Your Six – A Half Dozen Ethics Scenarios for Insurance Professionals
9:00 AM – 12:13 PM
For instructors as well as producers, the ongoing study of professional ethics is a continuing education class struggle. By the very nature of the subject, ethics classes run the risk of being filled with platitudes or devolving into sermons. …
The Ultimate Account Manager -Errors and Omission
9:00 AM – 10:57 AM
Three or four decades ago, about 1 in 25 agencies could expect to have an E&O claim, and up until that time there were few, if any, claims paid in excess of $300,000. A typical deductible for agency E&O coverage was $2,500 to $5,000. Today, one in …
Studies in Ethics – A Hippocratic Oath for Insurance Professionals
10:00 AM – 1:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert …
The Ultimate Account Manager -Desk Management and Client Value
12:00 PM – 1:57 PM
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training …
Should I Do a Roth IRA?
1:00 PM – 3:01 PM
Federal income taxes are at their lowest point in many years. With the National Debt over $30 Trillion a rise in taxes is imminent. This presentation shows way to create tax free money for the future. It emphasizes both the Individual Roth IRA and the …
The Ultimate Account Manager – Effective Communication
3:00 PM – 4:57 PM
Many organizations today have initiatives supporting diversity and inclusion. Quite frankly, independent agencies have not always led the way when it comes to embracing these concepts and taking the necessary steps to ensure they are more than just …
The Ultimate Account Manager – What Will Be
9:00 AM – 10:57 AM
For the first time in American history, there are as many as five different generations in the workplace. You might think that’s a good thing, since we have previously talked about the talent shortage facing the industry. And it is a good thing, but …
The Greatest Insurance Product Ever Created
9:00 AM – 11:05 AM
In 1913, when the Internal Revenue Service was created, some very visionary people wanted to make sure that families and businesses could be protected and pass on their assets from one generation to the next. That was the foundation of the Greatest …
What To Do With Rental Cars
11:00 AM – 1:57 PM
This course will examine the coverages provided by the Personal Auto policy for rental cars and some of the potential coverage gaps that may be created by the rental car contract. Click here to register
The Ultimate Account Manager – Risk Management and Contract Analysis
12:00 PM – 1:56 PM
Independent insurance agents are at their best when they assist their clients in making sound risk management decisions. In order to do so, you need to have a fundamental understanding of the risk management process. The steps in the risk management …
What Ever Happened to “And They Lived Happily Ever After?”
1:00 PM – 2:55 PM
Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on …
An Hour of True Crime – Schoharie Limousine Accident
1:00 PM – 1:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim …
The Ultimate Account Manager -What Makes an Ultimate Account Manager
3:00 PM – 4:56 PM
We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with …
Cybersecurity Risk and Insurance Are…
9:00 AM – 9:58 AM
This hour of continuing education is focused on describing the current state of the underlying risk in the cybersecurity world and the insurance implications for producers and their clients. The first of the four seminar parts details how many …
Tricks of the Trade – Understanding Builders Risk and Contractors Equipment
9:00 AM – 10:57 AM
This two-hour continuing education course provides insurance producers with a comprehensive understanding of Builders Risk and Contractors Equipment coverages. Participants will learn when and how these coverages apply, how underwriting and valuation …
Farm Property Coverage for the Small or Hobby Farmer – An Overview
9:00 AM – 10:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its …
What a Crime – Understanding Crime Insurance
11:00 AM – 1:57 PM
This seminar will explore the need for crime insurance and explain the methods of writing crime insurance. Participants will learn the difference in the Loss Sustained and the Discovery forms of crime policies and examine some of the most widely …
If It Moves On The Farm – It Presents A Risk
1:00 PM – 2:46 PM
Items which move present substantial risk to our clients. Whether an item is mobile under its own power or is provided mobility via another method, the exposures are real and dramatic. This presentation will address the exposures associated with …
Homeowners Insurance Facts and Follies
3:00 PM – 6:01 PM
How much do we really know about the coverages provides by the standard ISO Homeowners policy? This course will look at a wide variety of scenarios faced by the typical homeowner and discuss how, if at all, the Homeowners policy would respond. Topics …
Farm Property – Vital Endorsements For the Small or Hobby Farmer
3:00 PM – 4:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are …
Farm and Insurance Issues – Top Ten Cases of the Last Decade (Or So)
8:00 AM – 10:07 AM
The theme is simple; the cases and principles are not. This is a quick-moving survey of the most important agriculture and farm-related insurance decisions in the last ten years or so. After a brief introduction, the seminar will involve presenting …
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
9:00 AM – 11:59 AM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even …
An Insurance Horror Story – Hoarders
9:00 AM – 10:55 AM
This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to …
Gigs and Side Hustles – The Insurance Issues
10:00 AM – 12:05 PM
This seminar is a fast-paced look at the personal and commercial lines insurance issues that have been created in the gig economy. The first section of the seminar looks at standard definitions and characteristics of the sharing and the gig economy, …
Agritourism Insurance and Risk Management
12:00 PM – 2:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a …
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
12:00 PM – 2:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that …
Hot Topics In Personal Lines
12:00 PM – 2:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to …
Cyber 101: The Basics of Cyber Insurance
2:00 PM – 3:03 PM
This hour of continuing education is designed to be introduction to the basics of insuring cyber risks. It is designed for producers who are not familiar with the coverage and the basic contours of the risk that insureds have. Click here to register
AI Implications in the Insurance Industry
3:00 PM – 4:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. …
E&O Nightmares
10:00 AM – 11:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common …
Adding Value In Personal Lines
10:00 AM – 12:57 PM
Our personal lines clients depend upon us to place proper coverages as a major part of their risk management strategy. The property and liability coverages we place on their behalf may ultimately stand between them and bankruptcy in the event of a …
Legacy Blueprint: Crafting Tomorrow's Agency Today
10:00 AM – 1:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We’ll not only …
Power of Prevention: Agency Risk Management Essentials of Service
12:00 PM – 3:00 PM
This lass targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, …
Tricks of the Trade – Understanding Builders Risk and Contractors Equipment
1:00 PM – 2:57 PM
This two-hour continuing education course provides insurance producers with a comprehensive understanding of Builders Risk and Contractors Equipment coverages. Participants will learn when and how these coverages apply, how underwriting and valuation …
You Gotta Be Kidding Me! Strange but True Claims
11:00 AM – 1:00 PM
After 30 years in the insurance business, you’re bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as …
What a Mess – A Not-So Serious Look at Serious Personal Lines Claims
1:00 PM – 3:58 PM
This three-hour continuing education course examines complex and frequently misunderstood personal lines insurance claims involving Personal Auto and Homeowners policies. Through policy language analysis and practical claim scenarios, participants …
Flood Overview: NFIP Basic- 3 Hour
3:00 PM – 5:55 PM
This three-hour course offers a comprehensive look at the evolution and current state of the National Flood Insurance Program (NFIP). Agents will explore key topics including policy rating, claims handling, and general and miscellaneous rules that …
Certificates of Insurance: Embrace the Pain
9:00 AM – 9:59 AM
Certificates of insurance have become much more than a “snapshot” of insurance coverage. They have become very complex forms with many requirements arising out of client contracts. They have also become a source of E&O claims for insurance …
The Many Faces of Insurance Fraud Shedding Light on the Tactics of Modern Day Swindlers
9:00 AM – 11:16 AM
“Did you know that fraud is like a parasite, feeding on the lifeblood of the insurance industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for ‘The Many Faces of Fraud: Shedding Light on the …
Six Interesting (and Recent Cases) – And Why They Matter To The Industry
10:00 AM – 11:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following …
Flood Insurance: Beyond The Fundamentals
12:00 PM – 2:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays …
Flood Overview: NFIP Basic – 1 Hour
12:00 PM – 12:56 PM
This one-hour course provides a foundational understanding of the National Flood Insurance Program (NFIP). Agents will gain essential knowledge of flood policy rating, claims handling, and marketing strategies to better educate and serve their …
How To Thrive In An Ever Changing Work Environment
1:00 PM – 2:07 PM
This session will address the positive effects that Organizational Culture can have on your agency. While many E&O classes focus on mistakes employees can make that create potential problems, this course will attempt to create an awareness that …
E&O Nightmares
2:00 PM – 3:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common …
Issues in Named Insured: The Rules and the Whys
8:00 AM – 10:07 AM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies – a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the …
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
9:00 AM – 11:57 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The …
We Call it Cannabis Now
10:00 AM – 11:57 AM
This class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal lines or / …
COVERAGE ESSENTIALS: Homeowners Part II – Property Coverages
12:00 PM – 2:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO’s Homeowners 3 – Special Form HO …
What's News Now!
12:00 PM – 1:08 PM
This seminar is a fast-paced review of current events, trends, and issues of interest to insurance producers. The session begins with a quick update on federal insurance-related developments and then turns to a review of two important national cases …
To Be or Not to AirBnb – Sharing Exposures and Insurance
1:00 PM – 2:55 PM
This course addresses aspects of the emerging sharing economy’s use of personal autos and homes. It provides a discussion of the nature of these exposures and how Personal Auto policies and Homeowners policies respond. There is also a brief …
Cannabis 101
2:00 PM – 4:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal …
An Hour Of True Crime – Wrong Way Driver
3:00 PM – 3:57 PM
This course will discuss a four car accident which resulted in multiple fatalities. Attendees will learn what coverages were needed to respond to the loss and to the multiple lawsuits which arose from the loss. Click here to register
Cyber 101: The Basics of Cyber Insurance
8:00 AM – 9:03 AM
This hour of continuing education is designed to be introduction to the basics of insuring cyber risks. It is designed for producers who are not familiar with the coverage and the basic contours of the risk that insureds have. Click here to register
AI Implications in the Insurance Industry
9:00 AM – 10:08 AM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. …
Farm and Insurance Issues – Top Ten Cases of the Last Decade (Or So)
10:00 AM – 12:07 PM
The theme is simple; the cases and principles are not. This is a quick-moving survey of the most important agriculture and farm-related insurance decisions in the last ten years or so. After a brief introduction, the seminar will involve presenting …
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
12:00 PM – 2:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even …
An Insurance Horror Story – Hoarders
12:00 PM – 1:55 PM
This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to …
Gigs and Side Hustles – The Insurance Issues
12:00 PM – 2:05 PM
This seminar is a fast-paced look at the personal and commercial lines insurance issues that have been created in the gig economy. The first section of the seminar looks at standard definitions and characteristics of the sharing and the gig economy, …
Hot Topics In Personal Lines
2:00 PM – 4:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to …
Agritourism Insurance and Risk Management
3:00 PM – 5:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a …
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
3:00 PM – 5:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that …
Homeowners Insurance Facts and Follies
9:00 AM – 12:01 PM
How much do we really know about the coverages provides by the standard ISO Homeowners policy? This course will look at a wide variety of scenarios faced by the typical homeowner and discuss how, if at all, the Homeowners policy would respond. Topics …
Farm Property – Vital Endorsements For the Small or Hobby Farmer
9:00 AM – 10:56 AM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are …
An Hour of True Crime – Schoharie Limousine Accident
11:00 AM – 11:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim …
Farm Property Coverage for the Small or Hobby Farmer – An Overview
11:00 AM – 12:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its …
Cybersecurity Risk and Insurance Are…
12:00 PM – 12:58 PM
This hour of continuing education is focused on describing the current state of the underlying risk in the cybersecurity world and the insurance implications for producers and their clients. The first of the four seminar parts details how many …
What a Crime – Understanding Crime Insurance
1:00 PM – 3:57 PM
This seminar will explore the need for crime insurance and explain the methods of writing crime insurance. Participants will learn the difference in the Loss Sustained and the Discovery forms of crime policies and examine some of the most widely …
If It Moves On The Farm – It Presents A Risk
3:00 PM – 4:46 PM
Items which move present substantial risk to our clients. Whether an item is mobile under its own power or is provided mobility via another method, the exposures are real and dramatic. This presentation will address the exposures associated with …
The Ultimate Account Manager -What Makes an Ultimate Account Manager
9:00 AM – 10:56 AM
We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with …
The Greatest Insurance Product Ever Created
11:00 AM – 1:05 PM
In 1913, when the Internal Revenue Service was created, some very visionary people wanted to make sure that families and businesses could be protected and pass on their assets from one generation to the next. That was the foundation of the Greatest …
The Ultimate Account Manager – What Will Be
12:00 PM – 1:57 PM
For the first time in American history, there are as many as five different generations in the workplace. You might think that’s a good thing, since we have previously talked about the talent shortage facing the industry. And it is a good thing, but …
What To Do With Rental Cars
1:00 PM – 3:57 PM
This course will examine the coverages provided by the Personal Auto policy for rental cars and some of the potential coverage gaps that may be created by the rental car contract. Click here to register
The Ultimate Account Manager – Risk Management and Contract Analysis
3:00 PM – 4:56 PM
Independent insurance agents are at their best when they assist their clients in making sound risk management decisions. In order to do so, you need to have a fundamental understanding of the risk management process. The steps in the risk management …
What Ever Happened to “And They Lived Happily Ever After?”
3:00 PM – 4:55 PM
Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on …
The Ultimate Account Manager – Effective Communication
9:00 AM – 10:57 AM
Many organizations today have initiatives supporting diversity and inclusion. Quite frankly, independent agencies have not always led the way when it comes to embracing these concepts and taking the necessary steps to ensure they are more than just …
Kids and Cars – Claims That Should Scare You
10:00 AM – 12:56 PM
This continuing education program examines high-risk automobile and homeowners liability exposures involving youthful drivers, college students, and household members. Participants review Personal Auto and Homeowners policy language, definitions of …
Studies in Ethics – A Hippocratic Oath for Insurance Professionals
12:00 PM – 3:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert …
Watch Your Six – A Half Dozen Ethics Scenarios for Insurance Professionals
12:00 PM – 3:13 PM
For instructors as well as producers, the ongoing study of professional ethics is a continuing education class struggle. By the very nature of the subject, ethics classes run the risk of being filled with platitudes or devolving into sermons. …
The Ultimate Account Manager -Errors and Omission
12:00 PM – 1:57 PM
Three or four decades ago, about 1 in 25 agencies could expect to have an E&O claim, and up until that time there were few, if any, claims paid in excess of $300,000. A typical deductible for agency E&O coverage was $2,500 to $5,000. Today, one in …
The Ultimate Account Manager -Desk Management and Client Value
3:00 PM – 4:57 PM
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training …
Should I Do a Roth IRA?
3:00 PM – 5:01 PM
Federal income taxes are at their lowest point in many years. With the National Debt over $30 Trillion a rise in taxes is imminent. This presentation shows way to create tax free money for the future. It emphasizes both the Individual Roth IRA and the …
Blueprint for Success: Crafting Your Ownership Journey
10:00 AM – 1:36 PM
Dream of leading your own insurance agency? Whether you’re a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and …
Directors and Officers Liability Insurance
12:00 PM – 2:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the …
Recognize. Respond. Survive. Active Shooter Response Training – ABEN
12:00 PM – 1:57 PM
ProActive Response Group’s Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active …
The “Lucky” Thirteen Most Important Issues in Homeowners Insurance
2:00 PM – 5:07 PM
This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered. For those producers …
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
3:00 PM – 3:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients …
Securing the Future: Insurance in an Era of Increased Natural Disasters
3:00 PM – 5:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent …
Kentucky Agents – Coverage Essentials: Policy Analysis-Reading, Interpreting and Understanding Insurance Contracts
1:00 PM – 4:11 PM
This course is designed for Kentucky agents. Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the …
Flood Overview: NFIP Basic- 3 Hour
9:00 AM – 11:55 AM
This three-hour course offers a comprehensive look at the evolution and current state of the National Flood Insurance Program (NFIP). Agents will explore key topics including policy rating, claims handling, and general and miscellaneous rules that …
What a Mess – A Not-So Serious Look at Serious Personal Lines Claims
9:00 AM – 11:58 AM
This three-hour continuing education course examines complex and frequently misunderstood personal lines insurance claims involving Personal Auto and Homeowners policies. Through policy language analysis and practical claim scenarios, participants …
Legacy Blueprint: Crafting Tomorrow's Agency Today
12:00 PM – 3:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We’ll not only …
Adding Value In Personal Lines
1:00 PM – 3:57 PM
Our personal lines clients depend upon us to place proper coverages as a major part of their risk management strategy. The property and liability coverages we place on their behalf may ultimately stand between them and bankruptcy in the event of a …
Power of Prevention: Agency Risk Management Essentials of Service
3:00 PM – 6:00 PM
This lass targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, …
Cannabis 101
8:00 AM – 10:08 AM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal …
An Hour Of True Crime – Wrong Way Driver
9:00 AM – 9:57 AM
This course will discuss a four car accident which resulted in multiple fatalities. Attendees will learn what coverages were needed to respond to the loss and to the multiple lawsuits which arose from the loss. Click here to register
Issues in Named Insured: The Rules and the Whys
10:00 AM – 12:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies – a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the …
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
12:00 PM – 2:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The …
We Call it Cannabis Now
12:00 PM – 1:57 PM
This class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal lines or / …
What's News Now!
2:00 PM – 3:08 PM
This seminar is a fast-paced review of current events, trends, and issues of interest to insurance producers. The session begins with a quick update on federal insurance-related developments and then turns to a review of two important national cases …
COVERAGE ESSENTIALS: Homeowners Part II – Property Coverages
3:00 PM – 5:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO’s Homeowners 3 – Special Form HO …
To Be or Not to AirBnb – Sharing Exposures and Insurance
3:00 PM – 4:55 PM
This course addresses aspects of the emerging sharing economy’s use of personal autos and homes. It provides a discussion of the nature of these exposures and how Personal Auto policies and Homeowners policies respond. There is also a brief …
Certificates of Insurance: Embrace the Pain
11:00 AM – 11:59 AM
Certificates of insurance have become much more than a “snapshot” of insurance coverage. They have become very complex forms with many requirements arising out of client contracts. They have also become a source of E&O claims for insurance …
Six Interesting (and Recent Cases) – And Why They Matter To The Industry
12:00 PM – 1:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following …
The Many Faces of Insurance Fraud Shedding Light on the Tactics of Modern Day Swindlers
12:00 PM – 2:16 PM
“Did you know that fraud is like a parasite, feeding on the lifeblood of the insurance industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for ‘The Many Faces of Fraud: Shedding Light on the …
Kids and Cars – Claims That Should Scare You
1:00 PM – 3:56 PM
This continuing education program examines high-risk automobile and homeowners liability exposures involving youthful drivers, college students, and household members. Participants review Personal Auto and Homeowners policy language, definitions of …
Flood Insurance: Beyond The Fundamentals
2:00 PM – 4:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays …
How To Thrive In An Ever Changing Work Environment
3:00 PM – 4:07 PM
This session will address the positive effects that Organizational Culture can have on your agency. While many E&O classes focus on mistakes employees can make that create potential problems, this course will attempt to create an awareness that …
You Gotta Be Kidding Me! Strange but True Claims
3:00 PM – 5:00 PM
After 30 years in the insurance business, you’re bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as …
Flood Overview: NFIP Basic – 1 Hour
3:00 PM – 3:56 PM
This one-hour course provides a foundational understanding of the National Flood Insurance Program (NFIP). Agents will gain essential knowledge of flood policy rating, claims handling, and marketing strategies to better educate and serve their …
If It Moves On The Farm – It Presents A Risk
9:00 AM – 10:46 AM
Items which move present substantial risk to our clients. Whether an item is mobile under its own power or is provided mobility via another method, the exposures are real and dramatic. This presentation will address the exposures associated with …
E&O Nightmares
10:00 AM – 11:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common …
Homeowners Insurance Facts and Follies
11:00 AM – 2:01 PM
How much do we really know about the coverages provides by the standard ISO Homeowners policy? This course will look at a wide variety of scenarios faced by the typical homeowner and discuss how, if at all, the Homeowners policy would respond. Topics …
Farm Property – Vital Endorsements For the Small or Hobby Farmer
11:00 AM – 12:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are …
Farm Property Coverage for the Small or Hobby Farmer – An Overview
1:00 PM – 2:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its …
Cybersecurity Risk and Insurance Are…
3:00 PM – 3:58 PM
This hour of continuing education is focused on describing the current state of the underlying risk in the cybersecurity world and the insurance implications for producers and their clients. The first of the four seminar parts details how many …
What a Crime – Understanding Crime Insurance
3:00 PM – 5:57 PM
This seminar will explore the need for crime insurance and explain the methods of writing crime insurance. Participants will learn the difference in the Loss Sustained and the Discovery forms of crime policies and examine some of the most widely …
Hot Topics In Personal Lines
8:00 AM – 10:07 AM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to …
Agritourism Insurance and Risk Management
9:00 AM – 11:04 AM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a …
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
9:00 AM – 11:58 AM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that …
Kentucky Agents – Coverage Essentials: Policy Analysis-Reading, Interpreting and Understanding Insurance Contracts
9:00 AM – 12:11 PM
This course is designed for Kentucky agents. Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the …
Cyber 101: The Basics of Cyber Insurance
10:00 AM – 11:03 AM
This hour of continuing education is designed to be introduction to the basics of insuring cyber risks. It is designed for producers who are not familiar with the coverage and the basic contours of the risk that insureds have. Click here to register
AI Implications in the Insurance Industry
12:00 PM – 1:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. …
Farm and Insurance Issues – Top Ten Cases of the Last Decade (Or So)
12:00 PM – 2:07 PM
The theme is simple; the cases and principles are not. This is a quick-moving survey of the most important agriculture and farm-related insurance decisions in the last ten years or so. After a brief introduction, the seminar will involve presenting …
Gigs and Side Hustles – The Insurance Issues
2:00 PM – 4:05 PM
This seminar is a fast-paced look at the personal and commercial lines insurance issues that have been created in the gig economy. The first section of the seminar looks at standard definitions and characteristics of the sharing and the gig economy, …
An Insurance Horror Story – Hoarders
3:00 PM – 4:55 PM
This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to …
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
3:00 PM – 5:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even …
The Ultimate Account Manager -Desk Management and Client Value
9:00 AM – 10:57 AM
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training …
Should I Do a Roth IRA?
9:00 AM – 11:01 AM
Federal income taxes are at their lowest point in many years. With the National Debt over $30 Trillion a rise in taxes is imminent. This presentation shows way to create tax free money for the future. It emphasizes both the Individual Roth IRA and the …
The Ultimate Account Manager – Effective Communication
12:00 PM – 1:57 PM
Many organizations today have initiatives supporting diversity and inclusion. Quite frankly, independent agencies have not always led the way when it comes to embracing these concepts and taking the necessary steps to ensure they are more than just …
An Hour of True Crime – Schoharie Limousine Accident
1:00 PM – 1:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim …
Studies in Ethics – A Hippocratic Oath for Insurance Professionals
2:00 PM – 5:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert …
Watch Your Six – A Half Dozen Ethics Scenarios for Insurance Professionals
3:00 PM – 6:13 PM
For instructors as well as producers, the ongoing study of professional ethics is a continuing education class struggle. By the very nature of the subject, ethics classes run the risk of being filled with platitudes or devolving into sermons. …
The Ultimate Account Manager -Errors and Omission
3:00 PM – 4:57 PM
Three or four decades ago, about 1 in 25 agencies could expect to have an E&O claim, and up until that time there were few, if any, claims paid in excess of $300,000. A typical deductible for agency E&O coverage was $2,500 to $5,000. Today, one in …
The Ultimate Account Manager – Risk Management and Contract Analysis
9:00 AM – 10:56 AM
Independent insurance agents are at their best when they assist their clients in making sound risk management decisions. In order to do so, you need to have a fundamental understanding of the risk management process. The steps in the risk management …
What Ever Happened to “And They Lived Happily Ever After?”
9:00 AM – 10:55 AM
Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on …
Tricks of the Trade – Understanding Builders Risk and Contractors Equipment
9:00 AM – 10:57 AM
This two-hour continuing education course provides insurance producers with a comprehensive understanding of Builders Risk and Contractors Equipment coverages. Participants will learn when and how these coverages apply, how underwriting and valuation …
The Ultimate Account Manager -What Makes an Ultimate Account Manager
12:00 PM – 1:56 PM
We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with …
The Greatest Insurance Product Ever Created
1:00 PM – 3:05 PM
In 1913, when the Internal Revenue Service was created, some very visionary people wanted to make sure that families and businesses could be protected and pass on their assets from one generation to the next. That was the foundation of the Greatest …
The Ultimate Account Manager – What Will Be
3:00 PM – 4:57 PM
For the first time in American history, there are as many as five different generations in the workplace. You might think that’s a good thing, since we have previously talked about the talent shortage facing the industry. And it is a good thing, but …
What To Do With Rental Cars
3:00 PM – 5:57 PM
This course will examine the coverages provided by the Personal Auto policy for rental cars and some of the potential coverage gaps that may be created by the rental car contract. Click here to register
The “Lucky” Thirteen Most Important Issues in Homeowners Insurance
8:00 AM – 11:07 AM
This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered. For those producers …
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
9:00 AM – 9:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients …
Securing the Future: Insurance in an Era of Increased Natural Disasters
9:00 AM – 11:01 AM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent …
Blueprint for Success: Crafting Your Ownership Journey
12:00 PM – 3:36 PM
Dream of leading your own insurance agency? Whether you’re a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and …
Directors and Officers Liability Insurance
2:00 PM – 4:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the …
Recognize. Respond. Survive. Active Shooter Response Training – ABEN
3:00 PM – 4:57 PM
ProActive Response Group’s Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active …
Directors and Officers Liability Insurance
8:00 AM – 10:56 AM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the …
Recognize. Respond. Survive. Active Shooter Response Training – ABEN
9:00 AM – 10:57 AM
ProActive Response Group’s Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active …
The “Lucky” Thirteen Most Important Issues in Homeowners Insurance
10:00 AM – 1:07 PM
This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered. For those producers …
You Gotta Be Kidding Me! Strange but True Claims
11:00 AM – 1:00 PM
After 30 years in the insurance business, you’re bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as …
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
12:00 PM – 12:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients …
Securing the Future: Insurance in an Era of Increased Natural Disasters
12:00 PM – 2:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent …
What a Mess – A Not-So Serious Look at Serious Personal Lines Claims
1:00 PM – 3:58 PM
This three-hour continuing education course examines complex and frequently misunderstood personal lines insurance claims involving Personal Auto and Homeowners policies. Through policy language analysis and practical claim scenarios, participants …
Using Your Valuation as a Business Planning Tool
1:00 PM – 2:00 PM
A valuation isn’t just a number—it’s a strategic tool. Learn how to use your agency’s value to make informed growth decisions. This FREE 1-hour webinar is hosted by Carey Wallace, Founder and CEO of Agency Focus and co-host of Insurance Refocused …
Blueprint for Success: Crafting Your Ownership Journey
2:00 PM – 5:36 PM
Dream of leading your own insurance agency? Whether you’re a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and …
Studies in Ethics – A Hippocratic Oath for Insurance Professionals
8:00 AM – 11:07 AM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert …
Watch Your Six – A Half Dozen Ethics Scenarios for Insurance Professionals
9:00 AM – 12:13 PM
For instructors as well as producers, the ongoing study of professional ethics is a continuing education class struggle. By the very nature of the subject, ethics classes run the risk of being filled with platitudes or devolving into sermons. …
The Ultimate Account Manager -Errors and Omission
9:00 AM – 10:57 AM
Three or four decades ago, about 1 in 25 agencies could expect to have an E&O claim, and up until that time there were few, if any, claims paid in excess of $300,000. A typical deductible for agency E&O coverage was $2,500 to $5,000. Today, one in …
Should I Do a Roth IRA?
11:00 AM – 1:01 PM
Federal income taxes are at their lowest point in many years. With the National Debt over $30 Trillion a rise in taxes is imminent. This presentation shows way to create tax free money for the future. It emphasizes both the Individual Roth IRA and the …
The Ultimate Account Manager -Desk Management and Client Value
12:00 PM – 1:57 PM
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training …
E&O Nightmares
2:00 PM – 3:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common …
The Ultimate Account Manager – Effective Communication
3:00 PM – 4:57 PM
Many organizations today have initiatives supporting diversity and inclusion. Quite frankly, independent agencies have not always led the way when it comes to embracing these concepts and taking the necessary steps to ensure they are more than just …
The Ultimate Account Manager – What Will Be
9:00 AM – 10:57 AM
For the first time in American history, there are as many as five different generations in the workplace. You might think that’s a good thing, since we have previously talked about the talent shortage facing the industry. And it is a good thing, but …
What To Do With Rental Cars
9:00 AM – 11:57 AM
This course will examine the coverages provided by the Personal Auto policy for rental cars and some of the potential coverage gaps that may be created by the rental car contract. Click here to register
What Ever Happened to “And They Lived Happily Ever After?”
11:00 AM – 12:55 PM
Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on …
The Ultimate Account Manager – Risk Management and Contract Analysis
12:00 PM – 1:56 PM
Independent insurance agents are at their best when they assist their clients in making sound risk management decisions. In order to do so, you need to have a fundamental understanding of the risk management process. The steps in the risk management …
The Ultimate Account Manager -What Makes an Ultimate Account Manager
3:00 PM – 4:56 PM
We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with …
The Greatest Insurance Product Ever Created
3:00 PM – 5:05 PM
In 1913, when the Internal Revenue Service was created, some very visionary people wanted to make sure that families and businesses could be protected and pass on their assets from one generation to the next. That was the foundation of the Greatest …
Cybersecurity Risk and Insurance Are…
9:00 AM – 9:58 AM
This hour of continuing education is focused on describing the current state of the underlying risk in the cybersecurity world and the insurance implications for producers and their clients. The first of the four seminar parts details how many …
What a Crime – Understanding Crime Insurance
9:00 AM – 11:57 AM
This seminar will explore the need for crime insurance and explain the methods of writing crime insurance. Participants will learn the difference in the Loss Sustained and the Discovery forms of crime policies and examine some of the most widely …
If It Moves On The Farm – It Presents A Risk
11:00 AM – 12:46 PM
Items which move present substantial risk to our clients. Whether an item is mobile under its own power or is provided mobility via another method, the exposures are real and dramatic. This presentation will address the exposures associated with …
Homeowners Insurance Facts and Follies
1:00 PM – 4:01 PM
How much do we really know about the coverages provides by the standard ISO Homeowners policy? This course will look at a wide variety of scenarios faced by the typical homeowner and discuss how, if at all, the Homeowners policy would respond. Topics …
Farm Property – Vital Endorsements For the Small or Hobby Farmer
1:00 PM – 2:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are …
Farm Property Coverage for the Small or Hobby Farmer – An Overview
3:00 PM – 4:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its …
Gigs and Side Hustles – The Insurance Issues
8:00 AM – 10:05 AM
This seminar is a fast-paced look at the personal and commercial lines insurance issues that have been created in the gig economy. The first section of the seminar looks at standard definitions and characteristics of the sharing and the gig economy, …
An Insurance Horror Story – Hoarders
9:00 AM – 10:55 AM
This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to …
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
9:00 AM – 11:59 AM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even …
Hot Topics In Personal Lines
10:00 AM – 12:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to …
Agritourism Insurance and Risk Management
12:00 PM – 2:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a …
Cyber 101: The Basics of Cyber Insurance
12:00 PM – 1:03 PM
This hour of continuing education is designed to be introduction to the basics of insuring cyber risks. It is designed for producers who are not familiar with the coverage and the basic contours of the risk that insureds have. Click here to register
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
12:00 PM – 2:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that …
Tricks of the Trade – Understanding Builders Risk and Contractors Equipment
1:00 PM – 2:57 PM
This two-hour continuing education course provides insurance producers with a comprehensive understanding of Builders Risk and Contractors Equipment coverages. Participants will learn when and how these coverages apply, how underwriting and valuation …
Farm and Insurance Issues – Top Ten Cases of the Last Decade (Or So)
2:00 PM – 4:07 PM
The theme is simple; the cases and principles are not. This is a quick-moving survey of the most important agriculture and farm-related insurance decisions in the last ten years or so. After a brief introduction, the seminar will involve presenting …
AI Implications in the Insurance Industry
3:00 PM – 4:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. …
What's News Now!
8:00 AM – 9:08 AM
This seminar is a fast-paced review of current events, trends, and issues of interest to insurance producers. The session begins with a quick update on federal insurance-related developments and then turns to a review of two important national cases …
COVERAGE ESSENTIALS: Homeowners Part II – Property Coverages
9:00 AM – 11:59 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO’s Homeowners 3 – Special Form HO …
Cannabis 101
10:00 AM – 12:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal …
An Hour Of True Crime – Wrong Way Driver
12:00 PM – 12:57 PM
This course will discuss a four car accident which resulted in multiple fatalities. Attendees will learn what coverages were needed to respond to the loss and to the multiple lawsuits which arose from the loss. Click here to register
Issues in Named Insured: The Rules and the Whys
12:00 PM – 2:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies – a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the …
We Call it Cannabis Now
2:00 PM – 3:57 PM
This class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal lines or / …
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
3:00 PM – 5:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The …
Flood Insurance: Beyond The Fundamentals
8:00 AM – 10:55 AM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays …
How To Thrive In An Ever Changing Work Environment
9:00 AM – 10:07 AM
This session will address the positive effects that Organizational Culture can have on your agency. While many E&O classes focus on mistakes employees can make that create potential problems, this course will attempt to create an awareness that …
Flood Overview: NFIP Basic – 1 Hour
9:00 AM – 9:56 AM
This one-hour course provides a foundational understanding of the National Flood Insurance Program (NFIP). Agents will gain essential knowledge of flood policy rating, claims handling, and marketing strategies to better educate and serve their …
Kids and Cars – Claims That Should Scare You
10:00 AM – 12:56 PM
This continuing education program examines high-risk automobile and homeowners liability exposures involving youthful drivers, college students, and household members. Participants review Personal Auto and Homeowners policy language, definitions of …
Certificates of Insurance: Embrace the Pain
1:00 PM – 1:59 PM
Certificates of insurance have become much more than a “snapshot” of insurance coverage. They have become very complex forms with many requirements arising out of client contracts. They have also become a source of E&O claims for insurance …
Six Interesting (and Recent Cases) – And Why They Matter To The Industry
2:00 PM – 3:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following …
The Many Faces of Insurance Fraud Shedding Light on the Tactics of Modern Day Swindlers
3:00 PM – 5:16 PM
“Did you know that fraud is like a parasite, feeding on the lifeblood of the insurance industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for ‘The Many Faces of Fraud: Shedding Light on the …
Flood Overview: NFIP Basic- 3 Hour
12:00 PM – 2:55 PM
This three-hour course offers a comprehensive look at the evolution and current state of the National Flood Insurance Program (NFIP). Agents will explore key topics including policy rating, claims handling, and general and miscellaneous rules that …
Power of Prevention: Agency Risk Management Essentials of Service
9:00 AM – 12:00 PM
This lass targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, …
Legacy Blueprint: Crafting Tomorrow's Agency Today
2:00 PM – 5:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We’ll not only …
Adding Value In Personal Lines
4:00 PM – 6:57 PM
Our personal lines clients depend upon us to place proper coverages as a major part of their risk management strategy. The property and liability coverages we place on their behalf may ultimately stand between them and bankruptcy in the event of a …
To Be or Not to AirBnb – Sharing Exposures and Insurance
9:00 AM – 10:55 AM
This course addresses aspects of the emerging sharing economy’s use of personal autos and homes. It provides a discussion of the nature of these exposures and how Personal Auto policies and Homeowners policies respond. There is also a brief …
Kentucky Agents – Coverage Essentials: Policy Analysis-Reading, Interpreting and Understanding Insurance Contracts
11:00 AM – 2:11 PM
This course is designed for Kentucky agents. Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the …
An Hour of True Crime – Schoharie Limousine Accident
11:00 AM – 11:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim …
Directors and Officers Liability Insurance
10:00 AM – 12:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the …
Recognize. Respond. Survive. Active Shooter Response Training – ABEN
12:00 PM – 1:57 PM
ProActive Response Group’s Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active …
The “Lucky” Thirteen Most Important Issues in Homeowners Insurance
12:00 PM – 3:07 PM
This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered. For those producers …
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
3:00 PM – 3:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients …
Securing the Future: Insurance in an Era of Increased Natural Disasters
3:00 PM – 5:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent …
Blueprint for Success: Crafting Your Ownership Journey
4:00 PM – 7:36 PM
Dream of leading your own insurance agency? Whether you’re a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and …
The Ultimate Account Manager – Effective Communication
9:00 AM – 10:57 AM
Many organizations today have initiatives supporting diversity and inclusion. Quite frankly, independent agencies have not always led the way when it comes to embracing these concepts and taking the necessary steps to ensure they are more than just …
Studies in Ethics – A Hippocratic Oath for Insurance Professionals
10:00 AM – 1:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert …
The Ultimate Account Manager -Errors and Omission
12:00 PM – 1:57 PM
Three or four decades ago, about 1 in 25 agencies could expect to have an E&O claim, and up until that time there were few, if any, claims paid in excess of $300,000. A typical deductible for agency E&O coverage was $2,500 to $5,000. Today, one in …
Watch Your Six – A Half Dozen Ethics Scenarios for Insurance Professionals
12:00 PM – 3:13 PM
For instructors as well as producers, the ongoing study of professional ethics is a continuing education class struggle. By the very nature of the subject, ethics classes run the risk of being filled with platitudes or devolving into sermons. …
Should I Do a Roth IRA?
1:00 PM – 3:01 PM
Federal income taxes are at their lowest point in many years. With the National Debt over $30 Trillion a rise in taxes is imminent. This presentation shows way to create tax free money for the future. It emphasizes both the Individual Roth IRA and the …
The Ultimate Account Manager -Desk Management and Client Value
3:00 PM – 4:57 PM
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training …
You Gotta Be Kidding Me! Strange but True Claims
3:00 PM – 5:00 PM
After 30 years in the insurance business, you’re bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as …
The Greatest Insurance Product Ever Created
9:00 AM – 11:05 AM
In 1913, when the Internal Revenue Service was created, some very visionary people wanted to make sure that families and businesses could be protected and pass on their assets from one generation to the next. That was the foundation of the Greatest …
The Ultimate Account Manager -What Makes an Ultimate Account Manager
9:00 AM – 10:56 AM
We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with …
What To Do With Rental Cars
11:00 AM – 1:57 PM
This course will examine the coverages provided by the Personal Auto policy for rental cars and some of the potential coverage gaps that may be created by the rental car contract. Click here to register
The Ultimate Account Manager – What Will Be
12:00 PM – 1:57 PM
For the first time in American history, there are as many as five different generations in the workplace. You might think that’s a good thing, since we have previously talked about the talent shortage facing the industry. And it is a good thing, but …
What Ever Happened to “And They Lived Happily Ever After?”
1:00 PM – 2:55 PM
Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on …
The Ultimate Account Manager – Risk Management and Contract Analysis
3:00 PM – 4:56 PM
Independent insurance agents are at their best when they assist their clients in making sound risk management decisions. In order to do so, you need to have a fundamental understanding of the risk management process. The steps in the risk management …
What a Mess – A Not-So Serious Look at Serious Personal Lines Claims
9:00 AM – 11:58 AM
This three-hour continuing education course examines complex and frequently misunderstood personal lines insurance claims involving Personal Auto and Homeowners policies. Through policy language analysis and practical claim scenarios, participants …
Farm Property Coverage for the Small or Hobby Farmer – An Overview
9:00 AM – 10:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its …
What a Crime – Understanding Crime Insurance
11:00 AM – 1:57 PM
This seminar will explore the need for crime insurance and explain the methods of writing crime insurance. Participants will learn the difference in the Loss Sustained and the Discovery forms of crime policies and examine some of the most widely …
Cybersecurity Risk and Insurance Are…
12:00 PM – 12:58 PM
This hour of continuing education is focused on describing the current state of the underlying risk in the cybersecurity world and the insurance implications for producers and their clients. The first of the four seminar parts details how many …
If It Moves On The Farm – It Presents A Risk
1:00 PM – 2:46 PM
Items which move present substantial risk to our clients. Whether an item is mobile under its own power or is provided mobility via another method, the exposures are real and dramatic. This presentation will address the exposures associated with …
Homeowners Insurance Facts and Follies
3:00 PM – 6:01 PM
How much do we really know about the coverages provides by the standard ISO Homeowners policy? This course will look at a wide variety of scenarios faced by the typical homeowner and discuss how, if at all, the Homeowners policy would respond. Topics …
Farm Property – Vital Endorsements For the Small or Hobby Farmer
3:00 PM – 4:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are …
Farm and Insurance Issues – Top Ten Cases of the Last Decade (Or So)
8:00 AM – 10:07 AM
The theme is simple; the cases and principles are not. This is a quick-moving survey of the most important agriculture and farm-related insurance decisions in the last ten years or so. After a brief introduction, the seminar will involve presenting …
AI Implications in the Insurance Industry
9:00 AM – 10:08 AM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. …
Gigs and Side Hustles – The Insurance Issues
10:00 AM – 12:05 PM
This seminar is a fast-paced look at the personal and commercial lines insurance issues that have been created in the gig economy. The first section of the seminar looks at standard definitions and characteristics of the sharing and the gig economy, …
An Insurance Horror Story – Hoarders
12:00 PM – 1:55 PM
This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to …
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
12:00 PM – 2:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even …
Hot Topics In Personal Lines
12:00 PM – 2:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to …
Kentucky Agents – Coverage Essentials: Policy Analysis-Reading, Interpreting and Understanding Insurance Contracts
1:00 PM – 4:11 PM
This course is designed for Kentucky agents. Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the …
Cyber 101: The Basics of Cyber Insurance
2:00 PM – 3:03 PM
This hour of continuing education is designed to be introduction to the basics of insuring cyber risks. It is designed for producers who are not familiar with the coverage and the basic contours of the risk that insureds have. Click here to register
Agritourism Insurance and Risk Management
3:00 PM – 5:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a …
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
3:00 PM – 5:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that …
We Call it Cannabis Now
8:00 AM – 9:57 AM
This class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal lines or / …
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
9:00 AM – 11:57 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The …
Tricks of the Trade – Understanding Builders Risk and Contractors Equipment
9:00 AM – 10:57 AM
This two-hour continuing education course provides insurance producers with a comprehensive understanding of Builders Risk and Contractors Equipment coverages. Participants will learn when and how these coverages apply, how underwriting and valuation …
What's News Now!
10:00 AM – 11:08 AM
This seminar is a fast-paced review of current events, trends, and issues of interest to insurance producers. The session begins with a quick update on federal insurance-related developments and then turns to a review of two important national cases …
To Be or Not to AirBnb – Sharing Exposures and Insurance
11:00 AM – 12:55 PM
This course addresses aspects of the emerging sharing economy’s use of personal autos and homes. It provides a discussion of the nature of these exposures and how Personal Auto policies and Homeowners policies respond. There is also a brief …
Cannabis 101
12:00 PM – 2:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal …
COVERAGE ESSENTIALS: Homeowners Part II – Property Coverages
12:00 PM – 2:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO’s Homeowners 3 – Special Form HO …
Issues in Named Insured: The Rules and the Whys
2:00 PM – 4:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies – a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the …
An Hour Of True Crime – Wrong Way Driver
3:00 PM – 3:57 PM
This course will discuss a four car accident which resulted in multiple fatalities. Attendees will learn what coverages were needed to respond to the loss and to the multiple lawsuits which arose from the loss. Click here to register
Six Interesting (and Recent Cases) – And Why They Matter To The Industry
8:00 AM – 9:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following …
The Many Faces of Insurance Fraud Shedding Light on the Tactics of Modern Day Swindlers
9:00 AM – 11:16 AM
“Did you know that fraud is like a parasite, feeding on the lifeblood of the insurance industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for ‘The Many Faces of Fraud: Shedding Light on the …
Flood Insurance: Beyond The Fundamentals
10:00 AM – 12:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays …
How To Thrive In An Ever Changing Work Environment
11:00 AM – 12:07 PM
This session will address the positive effects that Organizational Culture can have on your agency. While many E&O classes focus on mistakes employees can make that create potential problems, this course will attempt to create an awareness that …
Flood Overview: NFIP Basic – 1 Hour
12:00 PM – 12:56 PM
This one-hour course provides a foundational understanding of the National Flood Insurance Program (NFIP). Agents will gain essential knowledge of flood policy rating, claims handling, and marketing strategies to better educate and serve their …
Certificates of Insurance: Embrace the Pain
3:00 PM – 3:59 PM
Certificates of insurance have become much more than a “snapshot” of insurance coverage. They have become very complex forms with many requirements arising out of client contracts. They have also become a source of E&O claims for insurance …
An Hour of True Crime – Schoharie Limousine Accident
1:00 PM – 1:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim …
Flood Overview: NFIP Basic- 3 Hour
3:00 PM – 5:55 PM
This three-hour course offers a comprehensive look at the evolution and current state of the National Flood Insurance Program (NFIP). Agents will explore key topics including policy rating, claims handling, and general and miscellaneous rules that …
Adding Value In Personal Lines
10:00 AM – 12:57 PM
Our personal lines clients depend upon us to place proper coverages as a major part of their risk management strategy. The property and liability coverages we place on their behalf may ultimately stand between them and bankruptcy in the event of a …
E&O Nightmares
10:00 AM – 11:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common …
Power of Prevention: Agency Risk Management Essentials of Service
12:00 PM – 3:00 PM
This lass targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, …
Kids and Cars – Claims That Should Scare You
1:00 PM – 3:56 PM
This continuing education program examines high-risk automobile and homeowners liability exposures involving youthful drivers, college students, and household members. Participants review Personal Auto and Homeowners policy language, definitions of …
Legacy Blueprint: Crafting Tomorrow's Agency Today
4:00 PM – 7:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We’ll not only …
