Tuesday, May 24, 2022 10:00 AM - 11:00 AM Central Standard Time
Webcast Remote,
Sponsored by CNA Surety
1 CE Hour
Members $27 / Non-member $64
Presenters- CNA Surety's John Weiland, Underwriting Channels Director, and Brian Sittig, Underwriting Director
“I have an important insurance client who needs a surety bond and I don’t want to refer them to another agency that does surety. What do I do now? What is an obligee? Why is my client being asked to indemnify?”
If you’ve had surety-related questions like these, plan to attend this month’s Webinar presented by CNA Surety underwriting staff. You will come away with an understanding of surety principles, surety terms, and how surety differs from insurance. We will cover various types of commercial and contract bonding and ways for you and your agency staff to develop a profitable surety business. Of course, you will have a chance to ask all of your surety-related questions.
Learn More
Tuesday, June 07, 2022 9:00 AM - 10:00 AM Central Standard Time
Member $27 / Non-member $64
Instructors: Cari Senefsky & Gunnar Kephart
E&O Risk Management: Meeting the Challenge of Change- Designed to improve service techniques, increase the awareness of E&O exposures, and improve the effectiveness of coverage placement. Learn about proper documentation of transactions, techniques for minimizing E&O exposures from the insurance carrier, and advocating on behalf of clients.
Tuesday, June 07, 2022 1:00 PM - 2:00 PM Central Standard Time
1 CE Hours
Instructor: Ross Pearce
These are important coverages for every customer to consider. Learn how to discuss the value of these options with your customers.
Wednesday, June 08, 2022 9:00 AM - 10:00 AM Central Standard Time
Instructor: Cari Senefsky & Gunnar Kephart
Designed to make agency staff aware of what an E&O claim is, what typically causes a claim, and specific processes and procedures to follow to prevent E&O claims. The ultimate objective is to reduce an agency's exposures to E&O claims by educating staff members responsible for the daily tasks of an independent insurance agency.
Wednesday, June 08, 2022 1:00 PM - 2:00 PM Central Standard Time
E&O Risk Management: Meeting the Challenge of Change- The operations of insurance agencies can vary based on size, representation, and geographic location. Over time agencies have had to adapt their operations because of changes in carrier capabilities and workflows, the implementation of tools like upload/download, and competitive raters. Explore areas in the agency’s daily operations that may open the agency up to an E&O loss.
Tuesday, June 14, 2022 9:00 AM - 11:00 AM Central Standard Time
2 CE Hours
Member $57 / Non-member $124
Instructor: Patrick Deem
Get an introduction to the ISO General Liability policy. Learn the coverages and exclusions that are of particular concern to contractors. Course completion is required for TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Tuesday, June 14, 2022 1:00 PM - 3:00 PM Central Standard Time
Get an introduction to the ISO General Liability policy. Discuss key exclusions in the Commercial General Liability policy. Learn the difference between auto and mobile equipment and why it is an important factor in determining coverage. Course completion is required for TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, June 15, 2022 9:00 AM - 11:00 AM Central Standard Time
Get an introduction to the ISO General Liability policy. Review key provisions in the General Liability policy and rules governing certificates of insurance. Course completion is required for TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, June 15, 2022 1:00 PM - 2:00 PM Central Standard Time
Learn what coverage you should be recommending to these clients.
Thursday, June 16, 2022 11:00 AM - 12:00 PM Central Standard Time
No CE Hours
Member- Free
Instructor: Jeff Taber – Columbus
Partnered by EMG Insurance Brokerage. Add to agency revenue with a simple account rounding life insurance product. One flexible product for clients young or old, easy sales track, quality company, and big revenue opportunity.
Wednesday, June 22, 2022 - Friday, June 24, 2022 Central Standard Time
JW Marriott San Antonio Hill Country Resort & Spa San Antonio, TX
The most exciting meeting in the Texas insurance industry! Make sure INSURCON is part of your summer plans at the JW Marriott San Antonio Hill Country.
Immerse yourself in the Texas Hill Country at JW Marriott San Antonio Hill Country. Experience, a nine-acre water park featuring a 1,100-foot lazy river, six resort restaurants or rejuvenate in the luxury spa.
Thursday, June 23, 2022 7:00 AM - 1:00 PM Central Standard Time
TPC San Antonio – Oaks Course San Antonio, Texas
IIAT Golf outing at famed TPC San Antonio. Form your own group or we can accommodate pairing you. For information, please contact Lisa Webb at lwebb@iiat.org
Friday, June 24, 2022 10:00 AM - 11:00 AM Central Standard Time
Members- $20 / Non members- $25
Video-On-Demand provided by ABEN, The Agents and Brokers Education Network
Presenter- Tina Hallis, Ph.D
Other people’s negativity, whether it’s from disgruntled customers, grumpy coworkers or challenging family members, can drain our energy and bring us down. Changing other people is hard, but we do have the power to change the situation by how we respond. This dynamic program uses Tina’s proprietary five-step “Immunity to Negativity Formula™” to show people how they can use simple tools to help them stay calm and choose to respond as their best self. This is a key skill we can build to optimize our customer service, teamwork, and relationships while enjoying less stress and frustration.
Tuesday, June 28, 2022 10:00 AM - 11:00 AM Central Standard Time
Sponsored by Selective Flood Insurance
Instructors: Gregg Porter
This course is designed to provide an overview of the NFIP policies, flood rating guidelines claims processing, legislative changes, and information needed to effectively speak flood with your clients.
Tuesday, July 05, 2022 9:00 AM - 11:00 AM Central Standard Time
Arranging insurance for condominiums requires skill, experience, legal knowledge, and more. Learn about the wide range of insurance products available for condominiums.
Tuesday, July 05, 2022 1:00 PM - 3:00 PM Central Standard Time
Explore four different insurance policies that might provide coverage- the HO-3 Homeowners policy, Yacht policy, Personal Watercraft policy, and the ISO Watercraft policy. Learn the types of watercraft in the market.
Wednesday, July 06, 2022 9:00 AM - 11:00 AM Central Standard Time
Explore and dissect the ISO Homeowners (HO 3) policy to uncover exclusions that apply to Liability and Medical Coverages. Review real-life scenarios, applying the policy’s language to determine if the situations have coverage extended.
Wednesday, July 06, 2022 1:00 PM - 2:00 PM Central Standard Time
Claims are never easy. But they also don't have to be difficult. Learn some common problems associated with claims that should be addressed with your customers before a loss occurs.
Tuesday, July 12, 2022 9:00 AM - 11:00 AM Central Standard Time
Designed as an introduction to the ISO Commercial Property policy. Understand the principles of property insurance and coinsurance. Explain the property covered and not covered by the CPP. Course completion is required for the TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Tuesday, July 12, 2022 1:00 PM - 3:00 PM Central Standard Time
Designed as an introduction to the ISO Commercial Property policy. Learn how Additional Coverages and Coverage Extensions apply to insureds. Explore the application of limits and deductibles and learn Optional Coverages in the CPP. Course completion is required for the TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, July 13, 2022 1:00 PM - 2:00 PM Central Standard Time
Sponsored by TSLA
Business Income doesn't need to be confusing. Learn how to properly structure coverage for your customers.
Friday, July 15, 2022 10:00 AM - 11:00 AM Central Standard Time
Members- $20 / Non-members $25
Presenter- Tina Hallis, Ph D.
It’s natural to worry how upcoming changes in our organization will affect our work and lives. In fact, we’re wired to anticipate the worst possible outcome. This can make it hard for us to be at our best; to provide our best teamwork, our best ideas, and our best performance. Yet, there are things we can do to shift our thinking and stay more positive despite the uncertainty and stress. This interactive program uses The Path for Positivity™ framework as a foundation to help people experience less stress, a smoother transition, and higher productivity even when the future seems uncertain.
Thursday, July 21, 2022 11:00 AM - 12:00 PM Central Standard Time
Instructor: Sharon Coats – Securian
Partnered by EMG Insurance Brokerage. Did you know your business clients, or even YOU, may be able to deduct the LTC portion of the premiums? During this meeting, we will discuss owner/employee pass-through entities, C-corporations’ opportunities, and how to have additional conversations with your new and existing clients!
Monday, July 25, 2022 - Monday, September 19, 2022 Central Standard Time
Every Monday for 8 weeks from Noon - to 1 p.m., online July 25 - September 19, join Marit Peters for an in-depth discussion of one of her favorite management books. Explore key concepts and discover how you can apply lessons learned from the book. YES, you must read the book, you will be called on! (class does not meet on Labor Day, Sept. 5)
The program includes:
*Participation in all discussions is required.
*The program's capacity is 12 attendees. You will be put on a waiting list if you register after that capacity.
Tuesday, July 26, 2022 10:00 AM - 11:00 AM Central Standard Time
Sponsored by Wingman Insurance
Instructor: Brad Schrum, ARM
Focused on the basics of cyber insurance including basic terms in cyber policies and Information Technology security terms. We will also discuss what features/benefits to look from with an insurance carrier to the type of coverage that should be part of any cyber policy. We will finish the class with a few case studies.
Tuesday, August 02, 2022 9:00 AM - 11:00 AM Central Standard Time
Review the insurance basics and learn about the Personal Auto Policy using the ISO 00 01 01 05 edition as our guide. Explore real-life common customer examples, designed to help apply your new knowledge. Course completion is required for TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Tuesday, August 02, 2022 1:00 PM - 3:00 PM Central Standard Time
Review what and who is covered in a Personal Auto Policy. Explore the insuring agreement using common customer situations to illustrate each overage topic. Review supplementary payments and explore the persons who are excluded in this section of the policy. Course completion is required for TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, August 03, 2022 9:00 AM - 11:00 AM Central Standard Time
Identify limits of the Personal Auto Policy, assess the general provisions, and learn about out-of-state coverage. Review company-specific policy forms and provide a checklist for locating policy provisions. Course completion is required for TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, August 03, 2022 1:00 PM - 2:00 PM Central Standard Time
Spring is right around the corner. And we all know what spring weather in Texas is like. Learn the types of issues that your customers might face should they have a roof claim.
Tuesday, August 09, 2022 9:00 AM - 11:00 AM Central Standard Time
Designed as an introduction to the ISO Commercial Property policy. Understand how to deal with valuation problems when insuring property, learn where to find information in the special Cause of Loss Form, and explain endorsement options for the insured. Course completion is required for the TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Tuesday, August 09, 2022 1:00 PM - 3:00 PM Central Standard Time
Designed to understand the basis for time element losses and the basic forms used to insure losses. Review the insuring agreement and loss determination language in the Business Income and Extra Expense coverage form. Course completion is required for the TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, August 10, 2022 9:00 AM - 11:00 AM Central Standard Time
Designed as an introduction to the ISO Commercial Business Owners Policy. Understand the basic structure of the ISP BOP and identify differences between the Commercial Property Policy and the Business Owners Policy. Course completion is required for the TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, August 10, 2022 1:00 PM - 3:00 PM Central Standard Time
Designed as an introduction to Flood Insurance, Inland Marine forms, and Crime insurance forms. Learn the differences between CPP coverage and the National Flood Policy. Review inland marine forms, and crime forms including the loss exposure they address. Course completion is required for the TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Friday, September 02, 2022 10:00 AM - 11:00 AM Central Standard Time
Members $20 / Non-member $25
Presenter- Kelly Simants
In this course, we will share tips and tricks for working remotely, during Covid-19 and beyond. You will learn what to do/what not to do in a virtual working environment, strategies for leading teams remotely, employee engagement ideas, and techniques and tools for teleworking.
Tuesday, September 06, 2022 9:00 AM - 11:00 AM Central Standard Time
Review insurance basics and learn about a legally binding contract between two parties. Analyze the commonalities and differences between Medical Payment and Personal Injury Protection (PIP) coverage. Course completion is required for TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Tuesday, September 06, 2022 1:00 PM - 3:00 PM Central Standard Time
Review insurance basics and learn about Underinsured Motorist and Uninsured Motorist property damage coverages. Analyze the coverage required by a rental car contract, and discuss recreational vehicles such as motor homes, motorcycles, and ATVs with the Personal Auto Policy coverages. Course completion is required for TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, September 07, 2022 9:00 AM - 11:00 AM Central Standard Time
Review insurance basics and learn about the coverages found in the Personal Auto Policy for damage to your covered auto and non-owned autos. Discuss limitations of coverage for electronic equipment and custom equipment. We will also look at coverage provided if an insured travels to Mexico. Course completion is required for TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, September 07, 2022 1:00 PM - 2:00 PM Central Standard Time
It's all about providing value to our customers. Learn about some additional coverage options that you should consider offering to your personal lines customers
Tuesday, September 13, 2022 9:00 AM - 11:00 AM Central Standard Time
Designed as an introduction to the ISO Business Auto Policy. Review the sections of the BAP and learn to assist customers with coverage decisions. Understand which claims are covered and which are not covered. Course completion is required for TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Tuesday, September 13, 2022 1:00 PM - 3:00 PM Central Standard Time
Review the Business Auto Policy and learn to assist customers with coverage decisions. Understand additional endorsement options available and liability exclusions. Course completion is required for TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, September 14, 2022 9:00 AM - 11:00 AM Central Standard Time
Review the Business Auto Policy and learn to assist customers with coverage decisions. Understand how to apply for coverage and designate covered autos. Course completion is required for TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, September 14, 2022 1:00 PM - 2:00 PM Central Standard Time
ISO has introduced a commercial flood policy which may encourage some carriers to voluntarily offer flood coverage. Learn how it differs from the NFIP general property form and whether or not it is a good option for your customers.
Tuesday, October 04, 2022 9:00 AM - 11:00 AM Central Standard Time
Review the Texas Consumer Bill of Rights for homeowners and learn about Section 1 coverages. Course completion is required for the TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Tuesday, October 04, 2022 1:00 PM - 3:00 PM Central Standard Time
Review Section 1 coverages and understand the difference between basic, broad, and special form causes of loss. Course completion is required for TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, October 05, 2022 9:00 AM - 11:00 AM Central Standard Time
Review Section 1 coverages and learn direct physical loss to property versus named perils and how these apply to different property elements of an owned home. Course completion is required for TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, October 05, 2022 1:00 PM - 2:00 PM Central Standard Time
The NFIP dwelling policy is not a homeowners policy that only covers floods. Learn the significant differences in coverage compared to the ISO Homeowners form and how to communicate those differences to your customers.
Friday, October 07, 2022 10:00 AM - 11:00 AM Central Standard Time
Members $20 / Non-members $25
Presenter- Shannon White
Although organizations are trying to create and manage diverse and inclusive workplaces, many are not aware of some of the best practices and simple strategies they can incorporate to promote such an environment. The goal of this course is to outline the relationship between diversity and inclusion while providing very practical strategies for HR Professionals in their role to promote a culture of diversity and inclusion in the workplace.
Tuesday, October 11, 2022 9:00 AM - 11:00 AM Central Standard Time
Learn how the Workers Compensation system functions in Texas and the rules for participation. Course completion is required for TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Tuesday, October 11, 2022 1:00 PM - 3:00 PM Central Standard Time
Learn how to talk with customers about Workers Compensation coverage and the need for coverage. Review how the Workers Compensation policy responds to claims. Course completion is required for TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, October 12, 2022 9:00 AM - 11:00 AM Central Standard Time
Understand the responsibilities of employers under the law. Course completion is required for TIIA Commerical Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, October 12, 2022 1:00 PM - 2:00 PM Central Standard Time
Texas has enacted laws restricting the transfer of a liability in some construction agreements. We'll address those along with changes in Owner Controlled Insurance Programs and a review of the Certificate law in Texas
Tuesday, November 01, 2022 9:00 AM - 11:00 AM Central Standard Time
Review the need for scheduling Personal Property and learn about the ISO HO 23 03 and the HO 04 60 endorsements. Explore the difference between these endorsements, define Agreed Value and how it works on scheduled items. Course completion is required for TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Tuesday, November 01, 2022 1:00 PM - 3:00 PM Central Standard Time
Examine Tenant's coverage of the ISO HO4 and the Condominium Unit Owner's policy ISO HO6. Explore challenges agents face in providing the correct amount of insurance and how to determine that amount. Course completion is required for TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, November 02, 2022 9:00 AM - 11:00 AM Central Standard Time
Explore the landlords and the ISO DP-3 Dwelling policy. Learn when this policy can be used, what coverage it provides, and what it lacks. Course completion is required for TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, November 02, 2022 1:00 PM - 2:00 PM Central Standard Time
Whether you need that random hour of Ethics for licensing purposes or if you want to learn more about the Ethical challenges facing insurance agents, this session is for you.
Tuesday, November 08, 2022 9:00 AM - 11:00 AM Central Standard Time
Get an introduction to the ISO General Liability policy. Learn the legal principle of negligence and the types of damages that can be awarded. Explore the Insuring Agreement and Coverage Triggers. Course completion is required for the TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Tuesday, November 08, 2022 1:00 PM - 3:00 PM Central Standard Time
Get an introduction to the ISO General Liability policy. Learn about the Personal and Advertising Injury. Explore Medical Payments Coverage, Supplementary Payments, and learn how limits are applied. Course completion is required for the TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, November 09, 2022 9:00 AM - 11:00 AM Central Standard Time
Get an introduction to the ISO General Liability policy. Learn about Personal and Advertising Injuries. Explore who is an Insured Provision along with Key Exposures for Contractors and the Certificate of Insurance Law. Course completion is required for the TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, November 09, 2022 1:00 PM - 2:00 PM Central Standard Time
Ethics is easy to talk about but how does it apply? This webcast will include examples that reflect the types of ethical challenges most agents face.
Wednesday, November 16, 2022 9:00 AM - 3:00 PM Central Standard Time
4 CE Hours
Member $127 / Non-member $164
Instructor: Bettye Hutchison
9:00 am - 11:00 am
11:00 am - 1:00 pm - Break
1:00 pm - 3:00 pm
Must take the full 4-hour course in order to be awarded 4 hours of CE. No partial credit will be given for this course.
Explore the history and regulation involving transportation companies and how it has influenced insurance policies and endorsements that are available to prove the financial responsibility of the insured. Learn about the insurance coverage available for Non-Trucking Auto Liability through a discussion of insurance coverage forms used. Discover insurance coverage under auto liability insurance policies and more!
Tuesday, December 06, 2022 9:00 AM - 11:00 AM Central Standard Time
Explore the principles of liability and the assorted areas of liability associated with owning a home. Learn about Personal Liability and Medical Payments as stated in the policy. Course completion is required for TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Tuesday, December 06, 2022 1:00 PM - 3:00 PM Central Standard Time
Explore exclusions found in the PL contract that apply to Personal Liability and Medical Payments. Learn about endorsements that may provide protection. Examine Additional Coverages in the policy and how these apply. Course completion is required for TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, December 07, 2022 9:00 AM - 11:00 AM Central Standard Time
Review Personal Injury coverage and insuring Watercraft using the ISO WT 00 01 policy form. Examine Umbrella/Excess protection and uncover the differences. Discuss insuring Classic and Collector cars. Course completion is required for TIIA Personal Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, December 07, 2022 1:00 PM - 2:00 PM Central Standard Time
Water Damage coverage is more confusing than it needs to be. Learn what the basic policy covers and how the various optional endorsements expand coverage.
Tuesday, December 13, 2022 9:00 AM - 11:00 AM Central Standard Time
Tuesday, December 13, 2022 1:00 PM - 3:00 PM Central Standard Time
Get an introduction to the ISO General Liability policy. Discuss key exclusions in the Commercial General Liability policy. Learn the difference between auto and mobile equipment and why it is an important factor in determining coverage. Course completion is required for the TIIA Commercial Lines designation. There are no pre-requisites and courses may be taken in any order.
Wednesday, December 14, 2022 9:00 AM - 11:00 AM Central Standard Time
Wednesday, December 14, 2022 1:00 PM - 2:00 PM Central Standard Time
It seems like every company is trying to get into the Cyber game. The ISO policy will make it easier for those that don't have the capabilities to create their own form. Learn how it works. And see how it can be endorsed to include coverage that was previously found in Crime policies.