Lunch and Learn - Social Media Tactics Actually Worth Your Time

April 2024

Tuesday, April 16, 2024 12:00 PM - 1:00 PM Central Standard Time

Webcast
Remote,

No CE hours

Member: Free

Instructors: Kim Hutson and Joseph Cox 

Tired of your social media not benefitting your agency? Join us on 4/16 for a 45 webinar to learn tactics that can turn your social media into a key part of your brand identity. Everyone knows social media is important, but so many agents struggle to devote even a limited amount of time to making it flourish. Social media can be a powerful platform to connect with consumers in your local community, showcase your agency and identify potential new customers. You’ll walk away with some actionable tactics and tools you can begin using right away to elevate your social media presence and locate leads with limited time and resource investment including an overview of the free resources available to you from Trusted Choice as part of your membership.

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IIAT - Workers Compensation in Texas (98918)

April 2024

Tuesday, April 16, 2024 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32  /   Non-member  $71

Instructor: Ross Pearce

Learn how the Workers' Compensation system works and what to ask your customers to be certain you are providing the proper protection.

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ABEN - Understanding Trucking & Motor Truck Insurance

April 2024

Wednesday, April 17, 2024 8:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $56  /   Non-member  $80

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

Trucking coverage and Motor Carrier coverage are very similar, but each is designed for different types of risks and somewhat different operations. This session focuses on the similarities of these coverage forms as well as the differences between them.

Primary vs. excess coverage is unique in trucking and motor carrier coverages because a contract can change the “natural order" of the policy. Which policy is primary and which is excess? It depends. And this can be different for the trailer. A key section of this class details primary vs. excess coverage.

What about the MCS-90? What does this endorsement do when it is attached to the policy? Many agents just throw it in without considering the ramifications. That's…bad. Learn the purpose and effect of the MCS-90.

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Catalyit Live: Demo Lounge: GAIL by LULA

April 2024

Thursday, April 18, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Cost: Free for Full Access Agency Subscribers

GAIL is a voice-powered Artificial Intelligence tool built exclusively for insurance agencies. GAIL is built to lower your customer acquisition costs and increase your bottom line for sales! GAIL is the only conversational AI that has been built to help the independent agent and integrate directly with the software that is already widely used.

Join our demo of GAIL to learn how GAIL can help your agency and get answers to questions like:

• Are there any regulatory restrictions on GAIL’s use?
• Is GAIL going to replace me?
• What happens if GAIL says something incorrectly?
• What does GAIL cost?
• Does GAIL integrate with other systems?

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Sponsored by TSLA - Commercial Inland Marine Coverage

April 2024

Thursday, April 18, 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:  Emily Carstens, Amwins

The basics of inland marine coverage include how it differs from property insurance; reviewing the forms and what may be covered and what businesses need this coverage. The participants should be comfortable with this type of coverage by the end of the class.

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The National Alliance CIC - Agency Management

April 2024

Thursday, April 18, 2024 - Friday, April 26, 2024 Central Standard Time

Webcast
Remote,

CE Hours: 16 Hours

Price: $430

Provided by The National Alliance

Presenter: Bruce McCreadie & Walter Rick Harvey

Managing change, establishing actionable goals, identifying appropriate insurance markets, and conducting essential analyses. Learn how to market for success, maintain fruitful client relationships, and shape your agency's brand.

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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.

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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. 

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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.

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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.

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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.  

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The National Alliance CISR - Insuring Personal Auto Exposures

April 2024

Wednesday, April 24, 2024 - Thursday, April 25, 2024 Central Standard Time

Webcast
Remote,

CE Hours: 7 Hours

Price: $170

Provided by The National Alliance

Presenter: Kimberly Foltz

How to determine if a client, and their automobiles, are eligible for a ISO Personal Auto Policy (PAP) by exploring ownerships, types of eligible vehicles, and elgible vehicle usage. Though exploration of Part B - Medical Payments Coverage or Personal Injury Protection (in required States) you will utilize the Insuring Agreement and the definition of "insured" to understand who is entitled to receive coverage and what these coverage parts provide. Learn about the exposures created by renting a vehicle and the coverage provided by the ISO Personal Auto Policy so that you may confidently explain coverage gaps as well as other coverage opttions.

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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. 

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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….?

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

Keynote Address

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

Panel

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

Rehman Khan
Assistant Vice President, Cyber Risk Management, Travelers 

Jennifer Coughlin
Partner, Mullen Coughlin

Host

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

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Sponsored - 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.

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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.

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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.

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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

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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.  

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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.

 

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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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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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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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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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