Friday, July 23, 2021 9:00 AM - 11:00 AM Central Standard Time
Webcast Remote,
No CE Hours
Members- $40
Video-On-Demand provided by ABEN, The Agents and Brokers Education Network
Presenter- Anthony P. Howard, SPHR, SHRM-SCP
Managing the Employee Life-cycle Series provides an overview of everything that you should know in managing your most important asset ... your people. Each part will cover current best practices that are aligned with the stages of the employee life-cycle which includes attracting the best talent to ending the employment relationship as well as everything in-between.
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Tuesday, July 27, 2021 10:00 AM - 11:00 AM Central Standard Time
1 CE Hour
Member $27 / Non-member $64
Instructor: Tai Jenkins
Review the role of NCCI regarding experience rating. Learn about the purpose and application and the different types of experience rating modifiers.
Friday, July 30, 2021 10:00 AM - 11:00 AM Central Standard Time
Members- $20
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, August 03, 2021 9:00 AM - 10:00 AM Central Standard Time
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, August 03, 2021 1:00 PM - 2:00 PM Central Standard Time
Instructor: Cari Senefsky & Gunnar Kephart
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.
Wednesday, August 04, 2021 9:00 AM - 10:00 AM Central Standard Time
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, August 04, 2021 1:00 PM - 3:00 PM Central Standard Time
2 CE Hours
Member $57 / Non-member $124
Instructor: Ross Pearce
Customers can ask difficult questions. Learn how to handle the most common examples and improve your overall service to your clients.
Friday, August 06, 2021 10:00 AM - 11:30 AM Central Standard Time
Members- $24 / Non-members- $34
Presenter- Tom Doran
Can agencies afford to hire young sales recruits? How do you maximize your chances of success in developing young producers? Tom Doran, Principal at Reagan Consulting, shares research into how agencies are recruiting young producers, often right out of college, and giving them the best shot at success. The program makes a good companion to Insurance Agency Ownership Perpetuation, a program that assists agencies in developing internal perpetuation plans. Target audience: Agency owners and managers responsible for recruiting and training producers.
Tuesday, August 10, 2021 9:00 AM - 11:00 AM Central Standard Time
Instructor: David VanDelinder
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 10, 2021 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 11, 2021 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 11, 2021 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.
Thursday, August 12, 2021 10:00 AM - 11:00 AM Central Standard Time
Members- Free
Presenter- Ben Patterson, Patterson & Associates Insurance Agency
We hear from agents all the time about the challenges they experience in finding and attracting talent. Join Marit as she interviews Ben Patterson, President of Patterson & Associates Insurance Agency, to talk about the successes his agency has experienced. He’ll share practical strategies for hiring, training and retaining the best talent. His agency has been featured as a “Best Places To Work” in the Dallas Business Journal and Best Places to Work in Texas. You don’t want to miss this!
Friday, August 13, 2021 10:00 AM - 11:00 AM Central Standard Time
Presenters- Dustin A. Paschal, JD & Paul Simon
As employers begin returning workers to work in their physical offices during the COVID-19 pandemic, there are many things to consider and many pitfalls to avoid. This presentation will discuss legal requirements by which employers must abide, employee rights, and employer rights and responsibilities.
Thursday, August 19, 2021 10:00 AM - 11:00 AM Central Standard Time
Members- free
Join us for an agents-only online roundtable where, each month, we discuss timely agency operations or leadership topics. All agents are encouraged to join. Please be prepared to participate – with your camera on.
We'll be discussing Finding and Attracting Talent
Friday, August 20, 2021 10:00 AM - 11:00 AM Central Standard Time
Presenter- Kelly McDonald
This introduction to the individual marketing segments will provide insights into how the demographics of the population are changing. You will find out how to tweak your agency’s marketing message to be relevant to any new customer group and tactics to make sure that your agency is operationally friendly and ready to communicate your unique message in a relevant manner that shows respect for other's cultures, values, language, and priorities. Learn how to develop a diversity marketing plan and how to measure your success, autopsy your failures and continue to achieve your goal of reaching new and more customers!
Tuesday, August 24, 2021 10:00 AM - 11:00 AM Central Standard Time
Presenter- Joseph Cox, Trusted Choice Marketing Manager
Are you familiar with the full suite of FREE marketing resources available to you as part of your IIAT membership? Trusted Choice has several programs and resources available designed to help amplify your local marketing efforts and improve your agency’s digital presence. There is also a reimbursement program that can get your agency back over $2,000! Join Trusted Choice Marketing Manager Joseph Cox during this member webinar to learn what resources are available and how they can benefit your agency.
Friday, August 27, 2021 10:00 AM - 11:00 AM Central Standard Time
Marketing to Independent Minded Generation X’ers - Learn more about this group sandwiched between the Boomers and the Ys. Find out how humor factors into reaching them and why value and pricing are important considerations for them.
Friday, September 03, 2021 10:00 AM - 11:00 AM Central Standard Time
How to market to the “I need it now” generation: Generation Y. Learn about what age group comprises Gen Y and how our new digital world and their desire to express their opinions to the world needs to factor into your marketing to this group.
Tuesday, September 07, 2021 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, September 07, 2021 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, September 08, 2021 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.
Friday, September 10, 2021 10:00 AM - 11:00 AM Central Standard Time
From Traditionalists to Urban Influencers: How to Reach the African-American Market. Learn why African-American consumers and people of color can be your best customers. Find out what they want from your products and services and why they value your marketing efforts, your recognition, and your respect.
Tuesday, September 14, 2021 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, September 14, 2021 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, September 15, 2021 9:00 AM - 11:00 AM Central Standard Time
Get an introduction to the ISO General Liability policy. Learn about Personal and Advertising Injury. 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, September 15, 2021 1:00 PM - 2:00 PM Central Standard Time
Learn how the Workers Compensation system works and what to ask your customers to be certain you are providing the proper protection.
Friday, September 17, 2021 10:00 AM - 11:00 AM Central Standard Time
Reach the Most Affluent and Fastest Growing Minority in the U.S.- Asians. Learn why it is important to understand that there are many different Asian population sub-segments. Gain understanding into online usage by Asian-American and find out how to craft your digital marketing messages to be heard.
Tuesday, September 21, 2021 10:00 AM - 11:00 AM Central Standard Time
Instructor: Angela Ford
Discuss common agency service procedures and best practices to keep your agency running smoothly. Review potential E&O challenges and address strategies to mitigate E&O risks. Explore common operational blind spots that can lead to an E&O claim, but is not intended to be an in-depth review of all the information examined in an E&O audit.
Friday, September 24, 2021 10:00 AM - 11:00 AM Central Standard Time
Learn how you can capitalize on this large, lucrative, and loyal market to grow your agency’s business. Learn ways you can avoid making cultural blunders or mistakes that may come across as insensitive. Find out why being “Latino-Ready” is the key to it all!
Tuesday, September 28, 2021 10:00 AM - 11:00 AM Central Standard Time
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 you clients.
Friday, October 01, 2021 10:00 AM - 11:00 AM Central Standard Time
Learn why this GLBT community is very responsive to the brands and products that have created marketing that welcomes them. Find out how community events provide excellent opportunities for agents to better understand and find more ways to work with this lucrative and loyal customer segment.
Tuesday, October 05, 2021 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, October 05, 2021 1:00 PM - 3:00 PM Central Standard Time
Examine Tenants 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, October 06, 2021 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.
Friday, October 08, 2021 10:00 AM - 11:00 AM Central Standard Time
Learn how to reach this very busy household decision-maker. Find out why “keeping it real” takes on a whole new meaning when working with women. Understand how your marketing message needs to include the Five Things ALL women value in order to reach and connect to this marketing segment.
Tuesday, October 12, 2021 9:00 AM - 11:00 AM Central Standard Time
Instructor: Bettye Hutchison
Designed to understand the history and regulation involving transportation companies and how it has influenced insurance policies and endorsements that are available to prove financial responsibility of the insured. Understand Insurance coverage available for Non-Trucking auto liability though a discussion of insurance coverage forms used. Learn insurance coverage under auto liability insurance policies and more!
Tuesday, October 12, 2021 1:00 PM - 3:00 PM Central Standard Time
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.
Wednesday, October 13, 2021 9:00 AM - 11:00 AM 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, October 13, 2021 1:00 PM - 3:00 PM 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.
Friday, October 15, 2021 10:00 AM - 11:00 AM Central Standard Time
Members- $24 / Non-members $34
Presenter- Jill Schiefelbein
This is a crash course on social media. If you're wanting to know the bare minimum you need to do to not embarrass yourself or your company, this course is for you! We cover a general "what is" social media and then dive into the four leaders (Facebook, Twitter, LinkedIn, and Instagram). I'll also touch on advertising in these channels.
Tuesday, October 19, 2021 10:00 AM - 11:00 AM Central Standard Time
Discuss common agency service procedures and best practices to keep your agency running smoothly. Learn the importance of agency data and agency workflows.
Friday, October 22, 2021 9:00 AM - 11:00 AM Central Standard Time
Members- $48 / Non-members $68
If you're thinking "YouTube doesn't have any role in my business" then THIS is the class you need to take. For small business owners, especially those offering services such as accounting, insurance, and other more intimidating/technical/confusing to most people help, YouTube gives you a key opportunity to educate your customers and potential customers and establish yourself as the go-to-expert.
Friday, October 29, 2021 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.
Tuesday, November 02, 2021 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, November 02, 2021 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, November 03, 2021 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.
Friday, November 05, 2021 10:00 AM - 11:00 AM Central Standard Time
Members- $25
Presenter- Sarah J. Gibson
In the shifting demographics of our work environment, organizations are preparing to have as much as 75% of their workforce be part of the Millennial and Gen Z generations. Join us as we uncover keys to what the younger generations want you to know about them. Expect practical advice and examples of what is working across industries as they adapt to the changing needs of employee demographics.
Tuesday, November 09, 2021 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, November 09, 2021 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, November 10, 2021 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, November 10, 2021 1:00 PM - 2:00 PM Central Standard Time
Property insurance is confusing. See how to address the exposure gaps created by the ISO Commercial Property Policy.
Friday, November 12, 2021 10:00 AM - 11:00 AM Central Standard Time
Members $20 / Non-members $25
Being a leader often requires having difficult conversations and negotiating the boundaries of relationships and organizational needs. Navigating conversations where one person wants another to change behavior can be quite tricky. How do you do this in the most effective way, without making it personal, and in a way that simultaneously gets buy-in and results in direct action? In this session, we'll uncover a handful of strategies to drive results with your communication.
Friday, November 19, 2021 10:00 AM - 11:00 AM Central Standard Time
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, December 07, 2021 9:00 AM - 11:00 AM Central Standard Time
The way we use our property has changed. Additional exposures from short-term rentals and drones to the advent of "tiny houses" the traditional homeowners exposure is changing. Learn what you need to know about these exposures, what markets are available, and what products can be used.
Tuesday, December 07, 2021 1:00 PM - 3:00 PM Central Standard Time
PART 2- The way we use our property has changed. Additional exposures from short-term rentals and drones to the advent of "tiny houses" the traditional homeowners exposure is changing. Learn what you need to know about these exposures, what markets are available, and what products can be used.
Wednesday, December 08, 2021 9:00 AM - 11:00 AM Central Standard Time
Not all Personal Auto Polices are created equal. Learn the key differences and how they impact your customers.
Wednesday, December 08, 2021 1:00 PM - 3:00 PM Central Standard Time
Explore how insurance solves the financial problem associated with long-term care costs. Review six different methods of paying for this care, including the most cost effective, longterm care insurance.
Friday, December 10, 2021 9:00 AM - 11:00 AM Central Standard Time
Members- $50
What do you mean there's only one space after a period, and who changed the spelling of canceled - if these questions bother you, it's time to update your business writing skills through a practical, hands-on session aimed at giving you tips and tools to update your grammar and writing style for greater impact.
Tuesday, December 14, 2021 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, December 14, 2021 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, December 15, 2021 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, December 15, 2021 1:00 PM - 2:00 PM Central Standard Time
It's the one policy everyone takes for granted. But it may be the most misunderstood by your customers. Learn what problems exist within the policy form and how to provide the best possible protection for your insureds.
Friday, December 17, 2021 10:00 AM - 11:00 AM Central Standard Time
Many meetings fail at generating desired outcomes because of lack of structure. If a clear agenda isn’t presented, and followed, expectations are not clear and it becomes easy to divert from the original goal. But having a solid agenda is not enough. No matter how well you’ve planned a meeting, there are other things that can derail it. We need to be skilled at managing meetings to increase both effectiveness and efficiency. This session is all about equipping you with skills and strategies to make every meeting matter more.