Wednesday, February 08, 2023 9:00 AM - 11:00 AM Central Standard Time
Webcast Remote,
2 CE Hours
Member $59 / Non-member $128
Instructor: Ross Pearce
Not all Personal Auto Polices are created equal. Learn the key differences and how they impact your customers.
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Wednesday, February 08, 2023 1:00 PM - 3:00 PM Central Standard Time
Members $48 / Non-members $68
Provided by ABEN, The Agents and Brokers Education Network
Presenter - Richard Pitts
This seminar is a fast-paced look at the personal and commercial lines insurance issues that have been created in the gig economy. The first section of the seminar looks at standard definitions and characteristics of the sharing and the gig economy, chiefly by using examples. Of course, the behemoth in the group is Uber. It is also the paradigm for the gig and sharing economy. Private drivers use their own private vehicles to act like a taxi service. Apps such as Touro permit private drivers to use their vehicles for rental, much like Avis or Hertz. The sharing economy is not limited to vehicles, however. In a similar vein, homeowners can use their residence as a hotel by renting it out for short periods of time via Airbnb or VRBO (Vacation Rentals by Owner).
Wednesday, February 08, 2023 1:00 PM - 2:00 PM Central Standard Time
1 CE Hour
Member $29 / Non-member $68
Learn how those odd vehicles can be insured on a personal auto policy with the addition of a few simple endorsements.
Thursday, February 09, 2023 10:00 AM - 11:00 AM Central Standard Time
No CE Hours
Members - Free
Instructor - Marit Peters
Are you using your membership to the fullest? Attend this episode to hear about some of the new tools and resources you can access with your IIAT membership. There’s so much to take advantage of, including CareerPlug, Catalyit, new CE and training options, agency consulting, and much more!
Friday, February 10, 2023 9:00 AM - 10:00 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 selves. This is a key skill we can build to optimize our customer service, teamwork, and relationships while enjoying less stress and frustration.
Friday, February 10, 2023 1:00 PM - 2:00 PM Central Standard Time
Members $24 / Non-members $34
Presenter - Sara Bradshaw Ray
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and even greater success and service for our industry and the consumers we serve.
Monday, February 13, 2023 2:00 PM - 4:00 PM Central Standard Time
Presenter - Terry L. Tadlock, CIC, CPCU, CRIS
Insurance is always easy…until the claim arrives. Then we start second-guessing ourselves and hope, if not pray that all the right coverages are correct. This course will take a detailed look at some of the more common mistakes made when writing Personal Lines coverage and how the claims adjusters responded. We will review topics such as:
Tuesday, February 14, 2023 9:00 AM - 10:00 AM Central Standard Time
Instructor: Brian Hutson
We use these phrases together so often that we often think of them as the same thing. But they are very different. Learn what each does and why third parties often want both added to your customers' policies.
Tuesday, February 14, 2023 1:00 PM - 2:00 PM Central Standard Time
Instructor: Angela Frederiksen
Help agents and brokers to understand D&O Coverage including historical perspectives and current coverage options. Outline important coverage features and exclusions to help agents know where to focus attention when exploring options in the marketplace.
Wednesday, February 15, 2023 9:00 AM - 12:00 PM Central Standard Time
3 CE Hours
Member $89 / Non-member $188
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent.
Friday, February 17, 2023 9:00 AM - 10:00 AM Central Standard Time
How do you keep your team connected with the limitations of virtual meetings? Suddenly, it’s more important than ever for each member to understand and appreciate their differences; to see beyond the screen, and see each other’s human side to maintain trust. In this session, Tina Hallis, Ph.D., will explore the neuroscience of trust and why it’s critical for optimum teamwork. But more importantly, you will leave with specific strategies and tools that you can choose from to use with your people.
Monday, February 20, 2023 12:00 PM - 1:00 PM Central Standard Time
1 CE hour
Member $24 / Non-member $34
Presenter - Hollie Stout
This session will cover a comprehensive review of standard claims processes from beginning to end. This includes the claim investigations process, settlement, subrogation, policy/coverage review along with the client connections with the agent/broker.
Tuesday, February 21, 2023 10:00 AM - 11:00 AM Central Standard Time
Member - Free
Instructor - Lauren Hicks, Regional Vice President for Prudential’s Individual Life Insurance Division
Presented by EMG. Your clients have goals and objectives that determine how much life insurance they want. Once applied, how is it financially underwritten by the insurance carrier? What’s required? Help your clients prepare for financial underwriting in the life insurance process. Of the many things your clients want to protect, have they thought about protecting their income?
Tuesday, February 21, 2023 12:00 PM - 1:00 PM Central Standard Time
No CE hours
Instructor: Angela Ford
This session will provide information about the common items and areas an agency should audit and agency standard service procedures. It will include instruction on “best practices” concepts to keep your agency running smoothly. We will discuss the importance of agency data and workflows which are essential to auditing, forecasting, and monitoring while addressing potential gaps in E&O for your agency.
Friday, February 24, 2023 7:00 AM - 9:00 AM Central Standard Time
Presenter - Christopher J. Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA, CRIS, AINS
Contractor risks are unique. Agents must understand these unique risks, exposures, and coverages to properly manage their contractor clients. This session focuses on five of the most common contractor risk exposures:
A lot of material is covered in this fast-moving, two-hour session. Agents will be better prepared to analyze the risks presented by their contractor clients and know how to properly respond to their coverage needs and claim questions.
Friday, February 24, 2023 8:00 AM - 10:00 AM Central Standard Time
Friday, February 24, 2023 9:00 AM - 10:00 AM Central Standard Time
Presenter - Jill Schiefelbein
We know that effective communication is essential to growing a career and a business. But we often don't take time to think through, consciously, how we communicate and how small changes could change the trajectory of our messages. This workshop is designed to give you a survey of multiple communication strategies and mistakes to avoid. We start by discussing how people make decisions--which is important to understand in the context of business communication and communication in the workplace. We then transition into common communication mistakes and actionable tools and tactics that you can use to overcome and avoid these mishaps.
Monday, February 27, 2023 9:00 AM - 11:00 AM Central Standard Time
Monday, February 27, 2023 3:00 PM - 4:00 PM Central Standard Time
Tuesday, February 28, 2023 11:00 AM - 12:00 PM Central Standard Time
Sponsored by Safeco.
Free for Members
Instructor: Cody Boren, Senior Training Consultant – Liberty Mutual
Unlock the power of the specialty policy but learn what a Recreational Vehicle is, How to insure it, and Why you want to market to this and other specialty policies to stand out above the competition.
Friday, March 03, 2023 9:00 AM - 11:00 AM Central Standard Time
Base Price - $50
Presenter - Mario Flores, PCC, MBA, CPA
This course is based on the premise that one typically hires for competence but fires for a character. This course focuses on the character and trustworthiness of the individual. The course takes you through critical attributes of character and provides for gaining self-awareness of where one stands in their character through a key exercise. The emphasis is also on trust, a critical ingredient to successful relationship management. Several tools and approaches are discussed in the course that will assist and guide the individual in effectively evaluating the trustworthiness of themselves or others, including bosses, direct reports, and peers.
Monday, March 06, 2023 1:00 PM - 3:00 PM Central Standard Time
Monday, March 06, 2023 2:00 PM - 3:00 PM Central Standard Time
Tuesday, March 07, 2023 9:00 AM - 11:00 AM Central Standard Time
Explore the residential side of this insurance marketplace, providing insurance for the unit owner. Explore certain critical definitions that will help them understand how the Condominium Association is created and works.
Tuesday, March 07, 2023 1:00 PM - 2:00 PM Central Standard Time
Customers can ask difficult questions. Learn how to handle the most common examples and improve your overall service to your clients.
Wednesday, March 08, 2023 1:00 PM - 2:00 PM Central Standard Time
Your customer loses a $10,000 ring and the insurance company is offering $2,000 to settle. Is that possible? Learn how this can happen along with the advantages associated with scheduling a variety of personal property items.
Thursday, March 09, 2023 9:00 AM - 10:00 AM Central Standard Time
Thursday, March 09, 2023 11:30 AM - 1:00 PM Central Standard Time
Workshop Plus Kolbe A Index - $150 / Workshop Only - $75
Understanding how people are wired and how to identify your unique ability. Marit Peters will cover the methodology of Kolbe Wisdom and help you better understand your strengths, how you best communicate and what we can count on ourselves as leaders.
Friday, March 10, 2023 9:00 AM - 11:00 AM Central Standard Time
Presenter- Michelle Tillis Lederman
Understanding how you prefer to communicate impacts how you lead, solve problems, make decisions, form relationships, collaborate, provide feedback, influence, and motivate. It also indicates what is influential and motivating to you. In this program, you will learn your own communication preferences, how to identify others' preferences, and how to flex your style.
Monday, March 13, 2023 9:00 AM - 11:00 AM Central Standard Time
Tuesday, March 14, 2023 9:00 AM - 11:00 AM Central Standard Time
Instructor: Paul Marshall
This course is designed to teach agents and brokers about Active Shooter / Workplace Violence Risk & Insurance Programs. By learning about Active Shooter / Workplace Violence Risk & Insurance Programs, agents and brokers will better serve their clients as well as avoid E&O situations.
Tuesday, March 14, 2023 1:00 PM - 2:00 PM Central Standard Time
Professional liability is a different animal. Learn how the theory of negligence applies in various professional settings along with the key terms in professional liability policies and how the various coverage triggers operate
Wednesday, March 15, 2023 9:00 AM - 10:00 AM Central Standard Time
Workers' Compensation is not mandatory in Texas but there are still reporting requirements for those who choose not to carry Workers' Comp. Learn what is required and see how to evaluate occupational accident forms.
Wednesday, March 15, 2023 10:00 AM - 12:00 PM Central Standard Time
Wednesday, March 15, 2023 1:00 PM - 2:00 PM Central Standard Time
Only in insurance can coverage be granted through an exclusion. See which ones actually grant coverage and the coverage that is given.
Friday, March 17, 2023 8:00 AM - 9:00 AM Central Standard Time
Base Price - $25
Presenter - Julie Ann Sullivan
In a world where employers are struggling to get the talent they need, it’s more important than ever to create a culture that affects everything from job postings to exit interviews. The future of your business depends on it. Recruiting and retaining great talent, efficiency, and customer loyalty benefit from the culture you design. Julie Ann Sullivan’s unique perspective, interactive delivery, and humor can help you make it happen.
Tuesday, March 21, 2023 10:00 AM - 11:00 AM Central Standard Time
Instructor - Jeff Taber, Regional Vice President for Columbus Life in Texas
Presented by EMG. Add a new revenue stream to your agency. Help your clients round out their retirement with a simple life insurance strategy. Jeff Taber will show you how you can be the star for your clients as they plan for their futures. Simple concept, easy strategy, and big revenue opportunity for you!
Friday, March 24, 2023 9:00 AM - 11:00 AM Central Standard Time
Friday, March 24, 2023 9:00 AM - 12:00 PM Central Standard Time
Base Price - $75
This course explores the coaching principles, concepts, frameworks, techniques, and competencies that will lead to a management style that emphasizes coaching as a style in lieu of a more autocratic or even more participative approach. The course illustrates how a coaching style leads to a highly desired company culture. This process takes the attendee through a coaching process that can be applied to various situations. Results from coaching are covered as are measuring the success of coaching. The attendee will walk away with the skills necessary to begin leading their company towards a coaching culture that will leave employees motivated and driven to higher levels of innovation from the empowerment of the new coaching culture.
Monday, March 27, 2023 12:00 PM - 2:00 PM Central Standard Time
Tuesday, March 28, 2023 11:00 AM - 12:00 PM Central Standard Time
Wednesday, March 29, 2023 10:00 AM - 11:00 AM Central Standard Time
Wednesday, March 29, 2023 11:00 AM - 1:00 PM Central Standard Time
Friday, March 31, 2023 9:00 AM - 10:00 AM Central Standard Time
Presenter - Jeff Kortes
Have you ever wondered what makes some culture engines that produce excellent results year after year? Have you ever seen bosses that people would do almost anything for and wondered what their secret was? Those bosses and organizations that build a people-centric culture understand that it is the culture they create that drives success…not the opposite.
Jeff’s insight as an HR Leader, “headhunter,” coach and US Army veteran made him realize that a culture created by a leader or an organization that had people as the foundation delivered sustained results year after year.
Through real-life stories and interactive participation, Jeff has created a program that helps participants understand how building an engaged and loyal workforce will produce sustained results.
This program is an “idea” program but it is also a “process” program. Participants will understand the importance of building an engaged and loyal workforce as well as learn actionable steps they can use to start building this type of culture.
Tuesday, April 04, 2023 9:00 AM - 11:00 AM Central Standard Time
Explore four different insurance policies that might provide coverage: the HO-3 Homeowners policy, a Yacht policy, a Personal Watercraft policy, and lastly, the ISO Watercraft policy. We will use policy form ISO WT 00 01 01 10 to review coverage.
Tuesday, April 04, 2023 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.
Wednesday, April 05, 2023 9:00 AM - 11:00 AM Central Standard Time
Designed to review areas of Personal Auto Policies that differ in individual company forms.
Tuesday, April 11, 2023 9:00 AM - 3:00 PM Central Standard Time
4 CE Hours
Member $129 / Non-member $168
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!
Wednesday, April 12, 2023 9:00 AM - 10:00 AM Central Standard Time
Property insurance is confusing. See how to address the exposure gaps created by the ISO Commercial Property Policy.
Wednesday, April 12, 2023 12:00 PM - 1:00 PM Central Standard Time
Wednesday, April 12, 2023 1:00 PM - 2:00 PM Central Standard Time
Instructor: Kim Hutson
Get educated on the rules of issuing certificates, how to protect the agency, and manage insureds' expectations.
Tuesday, April 18, 2023 8:00 AM - 8:00 AM Central Standard Time
Instructor - Tom Brown, Regional Vice President for Corebridge Financial
Presented by EMG. Have your clients had any major life events since the last time you spoke to them? A review could lead to important conversations. Does their life insurance still meet their needs? Do they have enough? Is the beneficiary information correct? Do they know people going through similar changes? Not only does a good life insurance review show them that you care, but it could also lead to a new pipeline of business!
Tuesday, April 25, 2023 10:00 AM - 11:00 AM Central Standard Time
Sponsored by Texas Mutual
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.
Thursday, April 27, 2023 2:00 PM - 3:00 PM Central Standard Time
Tuesday, May 02, 2023 9:00 AM - 11:00 AM Central Standard Time
What insurance coverage protects both the driver and passengers in a vehicle if they are hurt in an auto accident? What about if the insured is riding in another vehicle and they are injured in an auto accident, where/how can they obtain insurance coverage for their medical bills? Is there any coverage available for loss of income? These and other questions are addressed in this course.
Wednesday, May 03, 2023 9:00 AM - 11:00 AM Central Standard Time
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.
Thursday, May 04, 2023 10:00 AM - 11:00 AM Central Standard Time
Wednesday, May 10, 2023 9:00 AM - 10:00 AM 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, May 10, 2023 1:00 PM - 2:00 PM Central Standard Time
Tuesday, May 16, 2023 10:00 AM - 11:00 AM Central Standard Time
Instructor - Sharon Coats and Richard Thoma
Presented by EMG. Join Sharon Coats, Regional Vice President - SecureCare, and Richard Thoma, National Account Executive, both from Securian Financial, to discuss your clients’ long-term care and Chronic illness planning options. Sharon and Richard will share solutions that can apply to all ages and demographics to help spark conversations with your clients about the importance of planning for life’s final stage.
Friday, May 19, 2023 12:00 PM - 1:00 PM Central Standard Time
Thursday, June 08, 2023 10:00 AM - 11:00 AM Central Standard Time
Instructor - David Gokie, WMCP, Assurity
Presented by EMG. There are many reasons why buying a permanent life insurance policy on a child or grandchild is a good idea. Your clients and their families may want to give their kids a headstart in life…how about a financial headstart? Create a new revenue stream for your agency while helping families grow smarter and savvier!
Friday, June 09, 2023 2:00 PM - 3:00 PM Central Standard Time
Monday, June 26, 2023 10:00 AM - 11:00 AM Central Standard Time