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Calendar of Events

ABEN - What's Ethics Got to Do With It?

April 2024

Friday, April 19, 2024 11:00 AM - 12:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $28 / Non-member $40

Instructor: Sara Bradshaw Ray, CIC, CKC

Business codes of ethics, standards of ethical behavior, these are all expected in certain high-risk, highly regulated industries, including the insurance industry but what does that have to do with our everyday life as an agent, an account manager, even the receptionist at the front door? This class will look at some notable and easily recognizable and relatable business codes of ethics and what they portray to their employees as well as the world in which they do business. Two of which can be easily adapatable to our audience organizations and even the individuals inside them, which is the focus on the course - realizing the importance of living out our ethical beliefs daily, regardless of what our title is.

ABEN - Ethics

April 2024

Monday, April 22, 2024 8:00 AM - 9:00 AM Central Standard Time

Webcast
Remote,

Click on the Register Online button to see what Ethics courses are available.

ABEN - E & O - Commercial Liability Coverage Gaps and How To Fill Them - Part I

April 2024

Monday, April 22, 2024 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $84 / Non-member $120

Instructor: Sharon A. Koches, CPCU, RPLU, AAI, AU, ITP

Errors and omissions by an insurance producer can be extremely costly and damaging to the producer’s professional reputation. This course is designed to help insurance agents and brokers prevent many types of errors and omissions involving commercial liability insurance. The verb prevent is used here in the risk management sense. Loss prevention seeks to reduce the frequency or likelihood of claims. Complete avoidance is impossible. An agent or broker who has handled everything properly, following every guideline within this course, may still be sued for some alleged error or omission. However, the producer who successfully completes this course is less likely to be charged with an error or omission and will probably be better able to defend himself or herself against these allegations.

Catalyit Live: Demo Lounge: Total CSR

April 2024

Tuesday, April 23, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Cost: Free for Full Access Agency Subscribers

Join this Demo Lounge session with Total CSR as they showcase their agency training and development platform.

Sponsored - Workers' Comp Experience Rating Basics (127098)

April 2024

Tuesday, April 23, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

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.

ABEN - An Hour of True Crime - Wrong Way Driver

April 2024

Wednesday, April 24, 2024 11:00 AM - 12:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $28 / Non-member $40

Instructor:Sue Keegan

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.

ABEN - Understanding BAP Coverage Symbols and Trailer Coverage

April 2024

Friday, April 26, 2024 3:00 PM - 4:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $28 / Non-member $40

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

This session introduces and details the 10 defined BAP coverage symbols and addresses some gaps created when certain symbols, or combination of symbols are used. Beyond the 10 “defined” symbols, the ability to create and use “self-defined” coverage symbols is discussed along with various endorsements that can extend coverage to certain vehicles.

Participants in this session learn:

Why Symbols 2+8+9 do NOT equal Symbol 1
The gaps created by underwriter requests
Why the “You” of the policy matters in relation to coverage symbols
Which endorsements can be used to extend coverage to “unique” autos

Amazingly, trailer coverage is one of the most common topics asked about in the VU’s Ask an Expert (AAE) service. Faculty members have answered just about every trailer-related question at least 10 times.

Which policy responds when?
Is it the BAP or PAP that responds?
It’s a non-owned trailer being pulled by an owned auto – which policy….?

Cybersecurity Symposium - Cyber: Prepare, Prevent, Mitigate, Restore

April 2024

Tuesday, April 30, 2024 11:30 AM - 1:30 PM Central Standard Time

Jack Guenther Pavilion at the Briscoe
San Antonio, Texas

Location

Jack Guenther Pavilion at the Briscoe
210 W. Market Street
San Antonio, Texas 78205

Timeline

11:30 a.m.  Networking and Registration
12:00 p.m.  Welcoming Remarks – U.S. Small Business Administration
12:15 p.m.  Keynote Address
12:40 p.m.  Panel Discussion
1:30 p.m.   Program Concludes

Opening Remarks

Inessa Stepanenko headshot

Inessa Stepanenko
Deputy District Director, San Antonio District Office, U.S. Small Business Administration

Keynote Address

Todd Vasilou headshot

Todd Vasilou
Cybersecurity Advisor, Region 6, Cybersecurity and Infrastructure Security Agency

Panel

Todd Vasilou headshot

Todd Vasilou
Cybersecurity Advisor, Region 6, Cybersecurity and Infrastructure Security Agency

Rehman Khan headshot

Rehman Khan
Assistant Vice President, Cyber Risk Management, Travelers

Jennifer Coughllin

Jennifer Coughlin
Partner, Mullen Coughlin

Host

Joan Woodward headshot

Joan Woodward
President, Travelers Institute; Executive Vice President, Public Policy, Travelers

Sponsored by Liberty Mutual - Creating your Digital Presence

May 2024

Tuesday, May 07, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

No CE hours

Member: Free

Instructor: Cody Boren, Senior Training Consultant – Liberty Mutual

The three components we will address are:
•    Value in building an online brand
•    Digital Strategies
•    Available digital resources to help manage and employ digital strategies.

IIAT - Introduction to Insuring Watercraft (133441)

May 2024

Tuesday, May 14, 2024 9:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Brian Hutson

Agents will learn the types of watercraft in the market and look at each of the four types of policies listed above, with a considerable amount of time spent on the deficiencies of the HO-3 Homeowners policy. Then we will focus on the Watercraft policy, identifying areas of coverage as well as exclusions. We will explore the concepts of Warranty, Navigation Area & Period, Lay-up Period, of being a Pleasure craft, and of Seaworthiness. We will discuss Liability coverage, Medical Payments, Damage to Your Watercraft, Uninsured Boats, and Additional Coverages available.

IIAT - PIP vs. Med Pay vs. UM (103681)

May 2024

Wednesday, May 15, 2024 9:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Brian Hutson

This session is designed to provide basic information about these Personal Auto coverages to help consumers make informed decisions.

EMG Series - How to Use Life Insurance in Retirement Planning (138873)

May 2024

Thursday, May 16, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

1 CE Hour

Free for Members

Instructor: Charles Archer

Understand the basics of types of life insurance including the various concepts for life insurance in retirement planning. This course will allow the students to discuss how the various retirement strategies work, how they compare with each other, and the benefits of using life insurance in retirement planning.

IIAT - Intro to Commercial Property - Let’s Dig In (135973)

May 2024

Tuesday, May 21, 2024 9:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Brian Hutson

Let’s dig into the world of ISO commercial property. This course is designed not only as an enlightening standalone experience but also as a pivotal second step in a three-part series. It promises an exciting journey of discovery, where students will master the intricacies of Additional and Optional Coverages, delve into Coverage Extensions, and demystify the nuances of limits and deductibles.

Catalyit Live: Demo Lounge: AMS360 & QQCatalyst

May 2024

Tuesday, May 21, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Cost: Free for Full Access Agency Subscribers

Join this Demo Lounge session with Vertafore to help you choose the best management system for your agency – AMS360 or QQCatalyst.

IIAT - Who Comes in Second? Vertical and Horizontal Policy Limit Exhaustion (138267)

May 2024

Tuesday, May 21, 2024 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Powered by EMG

Instructors: Tracy Alan Saxe, Partner at Saxe Doernberger & Vita, P.C., and Kelly A. Johnson, Partner at Saxe Doernberger & Vita, P.C.

Learn more about the concepts of vertical and horizontal policy limit exhaustion. When multiple policies are involved, the priority of coverage is relevant to determine whether vertical or horizontal policy limit exhaustion applies, as varied by jurisdictions.

Catalyit Live: Demo Lounge: Experience.com

May 2024

Thursday, May 23, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Cost: Free for Full Access Agency Subscribers

Join this Demo Lounge session with Experience.com as they demonstrate their reviews management platform

IIAT - Using Your Valuation as a Business Planning Tool

June 2024

Thursday, June 06, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

No CE Hours

Free to Members

Instructor: Carey Wallace

Most people think knowing the value of their agency is only necessary when they are ready to sell, but that is not true. In this session, we will share why it is important to understand what drives the value of your agency and ways you can use that information to invest in your agency, position it for growth & scale, and ultimately maximize what may be your largest asset.

Mornings with Marit - How to Acquire Customers Efficiently in a Hard Market

June 2024

Thursday, June 13, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

No CE Hours

Members - Free

Instructors - Marit Peters and SALT Co-Founder Dustin Parker

The traditional insurance application process can be a time-consuming nightmare. It involves tedious paper forms, repetitive data entry, and a relentless hunt for information in public data records – a process that can take days to complete. This inefficiency stifles productivity and results in missed opportunities. But with SALT, you can reclaim your time. Tune in to the next Mornings with Marit to learn how SALT tackles these challenges head-on, turning the complicated application process into a direct path to success. Marit will be joined by SALT Co-Founder Dustin Parker and a few IIAT members and SALT superfans who will share how and why they swear by SALT.

Catalyit Live: Demo Lounge: Premium Logic

June 2024

Thursday, June 20, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Cost: Free for Full Access Agency Subscribers

Join this Demo Lounge session with Premium Logic as they showcase their analytics and business intelligence platform.

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.

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.

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.

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.

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.

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.