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.

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The National Alliance CISR - Other Personal Lines Solutions

May 2024

Monday, May 13, 2024 7:30 AM - 4:30 PM Central Standard Time

Webcast
Remote,

CE Hours: 7 Hours

Price: $170

Provided by The National Alliance

Presenter: Stanley Cole Tucker, Jr.

Analysis of unique exposures to in-home businesses, types of loss, risk management considerations, and methods of insuring exposures.

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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. 

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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.

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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. 

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The National Alliance CIC - Insurance Company Operations

May 2024

Monday, May 20, 2024 - Tuesday, May 21, 2024 Central Standard Time

Webcast
Remote,

CE Hours: 16 Hours

Price: $430

Provided by The National Alliance

Presenter: David Medvidofsky and Mike Russell

Executive-level strategies are used to determine insurance company structure and regulations and compliance requirements unique to the insurance business.

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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.

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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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Lunch and Learn - The Education Advantage: Strategies for Boosting Employee Retention and Engagement

May 2024

Tuesday, May 21, 2024 12:00 PM - 1:00 PM Central Standard Time

Webcast
Remote,

No CE hours

Member: Free

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 Opportunities
This 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."
 

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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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The National Alliance CISR - Agency Operations

May 2024

Thursday, May 23, 2024 7:30 AM - 4:30 PM Central Standard Time

Webcast
Remote,

CE Hours: 7 Hours

Price: $170

Provided by The National Alliance

Presenter: Alisa Sutman

Basics of the risk management process. The risks and management of exchanging coverage information to customers. Tools to assess financial health. Negligence, common causes of claims, and action steps.

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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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The National Alliance CIC - Personal Lines

May 2024

Thursday, May 30, 2024 - Friday, May 31, 2024 Central Standard Time

Webcast
Remote,

CE Hours: 16 Hours

Price: $430

Provided by The National Alliance

Presenter: Courtney Patterson and Rocky Clark

ISO Homeowners Policy Form and how to address Property and Liability coverages, limitations, exclusions, and other policy provisions. 

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ABEN - Ethics

May 2024

Friday, May 31, 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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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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IIAT - It’s Not MY Fault, or Is It? Liability Issues in Personal Lines Policies (133961)

June 2024

Tuesday, June 11, 2024 9:00 AM - 12:00 PM Central Standard Time

Webcast
Remote,

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.

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IIAT - Answering Tough Customer Questions (98915)

June 2024

Wednesday, June 12, 2024 9:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32  /   Non-member  $71

Instructor: Ross Pearce

In this course, participants will understand how Personal Auto coverage applies to rental vehicles including:

• Electric Bicycles and Scooters
• Recognize the challenges from Transportation Networking Companies including grey area coverage concerns and Named Driver Policies
• Company Car coverage
• Live-in boyfriend/girlfriend coverage
• Know the importance of determining proper insurance to value dwellings
• Airbnb coverage; Rental of Personal Pools 
• Tiny Homes
• Drones
• Understand the cost drivers in Personal Auto and Homeowners Insurance
• Have reviewed customer communication resources

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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.

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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 - 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.

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IIAT - Introduction to Insuring Condominiums (133442)

July 2024

Wednesday, July 10, 2024 9:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64  /   Non-member  $142

Instructor: Ross Pearce

This class will explore the residential side of this insurance marketplace, providing insurance for the unit owner.  The students will explore certain critical definitions that will help them understand how the Condominium Association is created and works.  The student will see how there are two policies at work during a claim, the master policy and the unit owner’s policy.  We will review the difference between a condo and a townhouse.  They will discover the necessity of securing and understanding the Association's Declaration as well as the By-laws, to know what a condo unit is, what the unit owner is required to insure, as well as what are general common elements and limited common elements, and how these may need to be insured.  Coverage found within the condo policy form ISO HO 00 06 05 11 is used to review coverage.

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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.

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IIAT - ABC's of Agency Metrics (130272)

July 2024

Wednesday, July 17, 2024 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32  /   Non-member  $71

Instructor: Brian Hutson

This session is designed to educate on the concepts of agency benchmarking metrics and best practices. How to measure ratios, what reports to run, and why they are important.

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Sponsored by TSLA - Garage Coverage and When to Use It

August 2024

Thursday, August 15, 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:  Susan Dearborn, Litchfield Special Risks

Participants should obtain basic and general knowledge regarding garage liability insurance. This knowledge will include learning about surplus line versus standard market, garage versus CGL, coverages and symbols, exclusions, ratings, legal, limits, deductible, and risk examples. 

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IIAT - Navigating the Certificate Dilemma (128737)

August 2024

Tuesday, August 20, 2024 9:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32  /   Non-member  $71

Instructor: Ross Pearce

This session is designed to educate on the rules of issuing certificates, how to protect the agency, and manage insureds’ expectations.

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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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LEAD: Leadership Excellence and Development Series

September 2024

Tuesday, September 17, 2024 - Tuesday, October 22, 2024 Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE 

Price: All 6 sessions for $480 for Members / $720 for Non-members

Powered by New Level Partners, Nancy Langton

Front line leaders tap into a variety of skills, daily.  In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning.  LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights. 

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations. 

Session 1. Foundations of Effective Leadership:  Tuesday, September 17, 2024, 9:00-10:30 AM CT

Session 2. Communications and Relationship Management: Tuesday, September 24, 2024, 9:00-10:30 AM CT

Session 3. Coaching to Performance Outcomes: Tuesday, October 1, 2024, 9:00-10:30 AM CT

Session 4. Difficult Conversations and Conflict Resolution: Tuesday, October 8, 2024, 9:00-10:30 AM CT

Session 5. Talent Strategies: Monday, October 14, 2024,  9:00-10:30 AM CT

Session 6. Leading Hybrid Teams: Tuesday,  October 22, 2024, 9:00-10:30 AM CT

To register for individual sessions, please refer to the registrations organized by date.

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LEAD: Session 1 - Foundations of Effective Leadership

September 2024

Tuesday, September 17, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE 

Price $95 Member / $145 Non-member

Powered by New Level Partners, Nancy Langton

Front-line leaders tap into a variety of skills, daily.  In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning.  LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights. 

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations. 

Session 1 Topics Include:  Qualities of an Effective Leader, Emotional Intelligence, Building Trust, Leadership Skills Inventory, Empowering the Team, Setting Priorities and Managing Your Time

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LEAD: Session 2 - Communications and Relationship Management

September 2024

Tuesday, September 24, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE 

Price $95 Member / $145 Non-member

Powered by New Level Partners, Nancy Langton

Front line leaders tap into a variety of skills, daily.  In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning.  LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights. 

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations. 

Session 2 Topics Include:  Communication Styles and Preferences, Relationship Myths, Stakeholder Management, Leading Projects, and Meetings

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LEAD: Session 3 - Coaching to Performance Outcomes

October 2024

Tuesday, October 01, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE 

Price $95 Member/ $145 Non-member

Powered by New Level Partners, Nancy Langton

Front line leaders tap into a variety of skills, daily.  In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning.  LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights. 

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations. 

Session 3 Topics Include:  Coaching to Results, Delivering Feedback, Goal Setting, Empowering the Team, Performance Management

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LEAD: Session 4 - Difficult Conversations and Conflict Resolution

October 2024

Tuesday, October 08, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE 

Price $95 Member / $145 Non-member

Powered by New Level Partners, Nancy Langton

Front line leaders tap into a variety of skills, daily.  In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning.  LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights. 

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations. 

Session 4 Topics Include:  Challenging Situations, Team Dynamics, Types of Conflict, Key Steps for Managing Conflict

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LEAD: Session 5 - Talent Strategies

October 2024

Monday, October 14, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE 

Price $95 Member / $145 Non-member

Powered by New Level Partners, Nancy Langton

Front line leaders tap into a variety of skills, daily.  In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning.  LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights. 

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations. 

Session 5 Topics Include:  Talent Recruitment, Interviewing, Multi Generations in the Workforce, Retaining Talent, Intro to Success Planning  

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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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LEAD: Session 6 - Leading Hybrid Teams

October 2024

Tuesday, October 22, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE 

Price $95 Members / $145 Non-members

Powered by New Level Partners, Nancy Langton

Front line leaders tap into a variety of skills, daily.  In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning.  LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights. 

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations. 

Session 6 Topics Include:  Success Factors, Impact of Proximity and Dependence, Gaining Consensus on Team Agreement, Evaluating Your Team’s Effectiveness

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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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