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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Tuesday, May 14, 2024 9:00 AM - 11:00 AM Central Standard Time
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.
Wednesday, May 15, 2024 9:00 AM - 10:00 AM Central Standard Time
1 CE Hour
Member $32 / Non-member $71
This session is designed to provide basic information about these Personal Auto coverages to help consumers make informed decisions.
Thursday, May 16, 2024 10:00 AM - 11:00 AM Central Standard Time
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.
Tuesday, May 21, 2024 9:00 AM - 11:00 AM Central Standard Time
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.
Tuesday, May 21, 2024 10:00 AM - 11:00 AM Central Standard Time
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.
Tuesday, May 21, 2024 12:00 PM - 1:00 PM Central Standard Time
Instructors: Jessica Vieira
In the dynamic landscape of modern workplaces, the ability to retain top talent and foster employee engagement is a key determinant of organizational success. "The Education Advantage" is a program designed to help employers and employees understand:• Turnover Costs• Cost of Disengaged Employees• Professional Development as a Strategic Imperative• Employer Hesitations• How to Embrace Professional Development Initiatives• Types of Educational OpportunitiesThis session is ideal for partners, managers, and organizational leaders seeking tangible solutions to elevate employee engagement and retention through strategic professional development. Elevate your workforce and organizational success with "The Education Advantage."
Tuesday, May 21, 2024 1:00 PM - 2:00 PM Central Standard Time
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.
Thursday, May 23, 2024 10:00 AM - 11:00 AM Central Standard Time
Join this Demo Lounge session with Experience.com as they demonstrate their reviews management platform
Friday, May 31, 2024 8:00 AM - 9:00 AM Central Standard Time
Click on the Register Online button to see what Ethics courses are available.
Thursday, June 06, 2024 9:00 AM - 10:30 AM Central Standard Time
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.
Tuesday, June 11, 2024 9:00 AM - 12:00 PM Central Standard Time
3 CE Hours
Member $96 / Non-member $213
Instructor: Ross Pearce
In this webinar, we will go through the difference between Liability (Negligence) and Insurance. Then we will explore the areas that can create liability gaps in coverage. We will address whether these gaps can be closed with the appropriate use of endorsements. We will also examine areas in Med Pay/PIP, Uninsured Motorist Coverage, and Rental Car issues that can leave an insured without sufficient protection.
Wednesday, June 12, 2024 9:00 AM - 10:00 AM Central Standard Time
In this course, participants will understand how Personal Auto coverage applies to rental vehicles including:
Thursday, June 13, 2024 10:00 AM - 11:00 AM Central Standard Time
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.
Thursday, June 20, 2024 10:00 AM - 11:00 AM Central Standard Time
Join this Demo Lounge session with Premium Logic as they showcase their analytics and business intelligence platform.
Tuesday, June 25, 2024 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 their clients.
Tuesday, July 09, 2024 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. 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.
Tuesday, July 16, 2024 9:00 AM - 11:00 AM Central Standard Time
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.
Tuesday, August 20, 2024 9:00 AM - 10:00 AM Central Standard Time
This session is designed to educate on the rules of issuing certificates, how to protect the agency, and manage insureds’ expectations.
Thursday, September 05, 2024 9:00 AM - 10:30 AM Central Standard Time
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.
Thursday, October 17, 2024 10:00 AM - 11:00 AM Central Standard Time
Sponsored by Texas Surplus Lines Association
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.
Thursday, November 07, 2024 9:00 AM - 10:30 AM Central Standard Time
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.