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Sponsored - Flood Program Overview - NFIP Then and Now
Sponsored - Flood Program Overview - NFIP Then and Now
June 2024

Tuesday, June 25, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32  /   Non-member  $71

Instructor: 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 their clients.  

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ABEN - Understanding and Avoiding E&O Claims in an Independent Insurance Agency
ABEN - Understanding and Avoiding E&O Claims in an Independent Insurance Agency
June 2024

Friday, June 28, 2024 3:00 PM - 6:00 PM Central Standard Time

Webcast
Remote,

CE Hours: 3 Hours

Price: $84 Member / $120 Non-Member

Provided by ABEN

Presenter: Cari Senefsky & Gunnar Kephart

This course is oriented towards agency staff and begins with general comments to make them aware of what an E&O claim is, what typically causes a claim and then provides specific processes and procedures to follow in the agency’s daily operations to prevent E&O claims.

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ABEN - Why Certificates of Insurance...Just Why?
ABEN - Why Certificates of Insurance...Just Why?
July 2024

Wednesday, July 03, 2024 - Thursday, July 04, 2024 Central Standard Time

Webcast
Remote,

CE Hours: 2 Hours

Price: $56 Member / $80 Non-Member

Provided by ABEN

Presenter: Christopher J. Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA, CRIS, AINS

Without using hyperbole, thousands of certificates of insurance (COIs) are issued every day; and, again without hyperbole, most of them are issued improperly. Your agency may have issued an improper certificate as recently as this morning.

What is it about COIs that can get an agency in trouble? If there were just one or two things, it would make your job a whole lot easier, but in reality, there are about 27 different ways a COI can get you in trouble. OK, so 27 isn't an exact number, but you get the idea. A "simple" COI is a potentially dangerous weapon that can be used against your agency.

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IIAT - Introduction to Personal Umbrella and Excess Policies (133807)
IIAT - Introduction to Personal Umbrella and Excess Policies (133807)
July 2024

Tuesday, July 09, 2024 9:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64  /   Non-member  $142

Instructor: Ross Pearce

We will discuss the differences between an Umbrella Policy and an Excess policy, looking at how one may provide broader coverage and the other follows the same coverages and exclusions found in the underlying policies.  Speaking of underlying policies, we will review the required minimum underlying limits, why they are required and what happens if the insured fails to maintain those limits.  We explore key terms and concepts found in Umbrella and Excess policies recognizing that there are no standard policies and that it is incumbent on an agent to understand what the policy they are offering to a prospect/customer.

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IIAT - Introduction to Insuring Condominiums (133442)
IIAT - Introduction to Insuring Condominiums (133442)
July 2024

Wednesday, July 10, 2024 9:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64  /   Non-member  $142

Instructor: Ross Pearce

This class will explore the residential side of this insurance marketplace, providing insurance for the unit owner.  The students will explore certain critical definitions that will help them understand how the Condominium Association is created and works.  The student will see how there are two policies at work during a claim, the master policy and the unit owner’s policy.  We will review the difference between a condo and a townhouse.  They will discover the necessity of securing and understanding the Association's Declaration as well as the By-laws, to know what a condo unit is, what the unit owner is required to insure, as well as what are general common elements and limited common elements, and how these may need to be insured.  Coverage found within the condo policy form ISO HO 00 06 05 11 is used to review coverage.

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IIAT - Intro to Commercial Property - Let’s Dig Deeper (135975)
IIAT - Intro to Commercial Property - Let’s Dig Deeper (135975)
July 2024

Tuesday, July 16, 2024 9:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64  /   Non-member  $142

Instructor:  Brian Hutson

We are digging deeper into commercial property.  This course is designed to be either a stand-alone module or the final chapter in a three-part series on commercial property.  Students will unravel the complexities of property valuation, navigate the depths of Special Form Causes of Loss, and master the art of endorsement options. They will emerge knowledgeable and confident in commercial property.

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IIAT - ABC's of Agency Metrics (130272)
IIAT - ABC's of Agency Metrics (130272)
July 2024

Wednesday, July 17, 2024 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32  /   Non-member  $71

Instructor: Brian Hutson

This session is designed to educate on the concepts of agency benchmarking metrics and best practices. How to measure ratios, what reports to run, and why they are important.

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Sponsored by TSLA - Garage Coverage and When to Use It
Sponsored by TSLA - Garage Coverage and When to Use It
August 2024

Thursday, August 15, 2024 10:00 AM - 12:00 PM Central Standard Time

Webcast
Remote,

Sponsored by Texas Surplus Lines Association

2 CE Hour

Member $64  /   Non-member  $142

Instructors:  Susan Dearborn, Litchfield Special Risks

Participants should obtain basic and general knowledge regarding garage liability insurance. This knowledge will include learning about surplus line versus standard market, garage versus CGL, coverages and symbols, exclusions, ratings, legal, limits, deductible, and risk examples. 

 

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IIAT - Navigating the Certificate Dilemma (128737)
IIAT - Navigating the Certificate Dilemma (128737)
August 2024

Tuesday, August 20, 2024 9:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32  /   Non-member  $71

Instructor: Ross Pearce

This session is designed to educate on the rules of issuing certificates, how to protect the agency, and manage insureds’ expectations.

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IIAT - The Top Ten Things to Consider When Buying An Agency
IIAT - The Top Ten Things to Consider When Buying An Agency
September 2024

Thursday, September 05, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

No CE Hours

Free to Members

Instructor: Carey Wallace

All agencies are not created equal, but for some reason, we want to use rules of thumb when we talk about multiples.  In this session, we will share the key areas that you should consider when buying an agency to ensure that you can make a strong and informed business decision.

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LEAD:  Leadership Excellence and Development Series
LEAD: Leadership Excellence and Development Series
September 2024

Tuesday, September 17, 2024 - Tuesday, October 22, 2024 Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE 

Price: All 6 sessions for $480 for Members / $720 for Non-members

Powered by New Level Partners, Nancy Langton

Front line leaders tap into a variety of skills, daily.  In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning.  LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights. 

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations. 

Session 1. Foundations of Effective Leadership:  Tuesday, September 17, 2024, 9:00-10:30 AM CT

Session 2. Communications and Relationship Management: Tuesday, September 24, 2024, 9:00-10:30 AM CT

Session 3. Coaching to Performance Outcomes: Tuesday, October 1, 2024, 9:00-10:30 AM CT

Session 4. Difficult Conversations and Conflict Resolution: Tuesday, October 8, 2024, 9:00-10:30 AM CT

Session 5. Talent Strategies: Monday, October 14, 2024,  9:00-10:30 AM CT

Session 6. Leading Hybrid Teams: Tuesday,  October 22, 2024, 9:00-10:30 AM CT

To register for individual sessions, please refer to the registrations organized by date.

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LEAD: Session 1 - Foundations of Effective Leadership
LEAD: Session 1 - Foundations of Effective Leadership
September 2024

Tuesday, September 17, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE 

Price $95 Member / $145 Non-member

Powered by New Level Partners, Nancy Langton

Front-line leaders tap into a variety of skills, daily.  In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning.  LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights. 

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations. 

Session 1 Topics Include:  Qualities of an Effective Leader, Emotional Intelligence, Building Trust, Leadership Skills Inventory, Empowering the Team, Setting Priorities and Managing Your Time

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LEAD: Session 2 - Communications and Relationship Management
LEAD: Session 2 - Communications and Relationship Management
September 2024

Tuesday, September 24, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE 

Price $95 Member / $145 Non-member

Powered by New Level Partners, Nancy Langton

Front line leaders tap into a variety of skills, daily.  In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning.  LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights. 

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations. 

Session 2 Topics Include:  Communication Styles and Preferences, Relationship Myths, Stakeholder Management, Leading Projects, and Meetings

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LEAD: Session 3 - Coaching to Performance Outcomes
LEAD: Session 3 - Coaching to Performance Outcomes
October 2024

Tuesday, October 01, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE 

Price $95 Member/ $145 Non-member

Powered by New Level Partners, Nancy Langton

Front line leaders tap into a variety of skills, daily.  In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning.  LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights. 

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations. 

Session 3 Topics Include:  Coaching to Results, Delivering Feedback, Goal Setting, Empowering the Team, Performance Management

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LEAD: Session 4 - Difficult Conversations and Conflict Resolution
LEAD: Session 4 - Difficult Conversations and Conflict Resolution
October 2024

Tuesday, October 08, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE 

Price $95 Member / $145 Non-member

Powered by New Level Partners, Nancy Langton

Front line leaders tap into a variety of skills, daily.  In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning.  LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights. 

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations. 

Session 4 Topics Include:  Challenging Situations, Team Dynamics, Types of Conflict, Key Steps for Managing Conflict

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LEAD: Session 5 - Talent Strategies
LEAD: Session 5 - Talent Strategies
October 2024

Monday, October 14, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE 

Price $95 Member / $145 Non-member

Powered by New Level Partners, Nancy Langton

Front line leaders tap into a variety of skills, daily.  In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning.  LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights. 

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations. 

Session 5 Topics Include:  Talent Recruitment, Interviewing, Multi Generations in the Workforce, Retaining Talent, Intro to Success Planning  

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Sponsored by TSLA - Errors & Omissions
Sponsored by TSLA - Errors & Omissions
October 2024

Thursday, October 17, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Sponsored by Texas Surplus Lines Association

1 CE Hour

Member $32  /   Non-member  $71

Instructors:  Susan Dearborn, Litchfield Special Risks

Learn how to avoid E&O claims by applying for, documenting, and eventually obtaining coverage through a competent broker and financially stable carrier. Knowledge will include payment terms, terms & conditions of policies, authority of wholesalers and carriers, certificates, checking policies and endorsements, carrier security, selecting a broker, taxes & fees, and disclosure statements.

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LEAD: Session 6 - Leading Hybrid Teams
LEAD: Session 6 - Leading Hybrid Teams
October 2024

Tuesday, October 22, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE 

Price $95 Members / $145 Non-members

Powered by New Level Partners, Nancy Langton

Front line leaders tap into a variety of skills, daily.  In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning.  LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights. 

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations. 

Session 6 Topics Include:  Success Factors, Impact of Proximity and Dependence, Gaining Consensus on Team Agreement, Evaluating Your Team’s Effectiveness

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IIAT - Planning for an Internal Transition of Ownership in your Agency
IIAT - Planning for an Internal Transition of Ownership in your Agency
November 2024

Thursday, November 07, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

No CE Hours

Free to Members

Instructor: Carey Wallace

Over 70% of independent insurance agencies are family-owned and operated. In this session, we will cover the key things to consider when transitioning your agency internally including timing, price, sale structure, owner-held notes, and more.

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