50 Months of Recession and its Effect on Your Clients' Insurance Needs

This workshop is designed to involve all students in group discussions about how this protracted recession affects the needs on the insurance buying public. Participants will experience the emotions their clients are experiencing and how that affects their insurance needs and decisions.

Many decisions are made with an element of emotion and we will try to recreate those emotions in our role playing. Our Business Groups will go through various stages in this process of addressing the affect  the bad economy is having on their industry. We will conclude the work shop with positive solutions we can offer to our business clients during these difficult economic times. Includes Property and Casualty issues as well as the Life and Health issues that need to be addressed.

(Top of page)

Don't Get Burnt - 25 Potential E&O Issues ^FF ^UM

E&O expert Steve Lyon covers his top 25 E&O issues. From the CGL to cloud computing to insurance to value, you won't want to miss this eye-opening program.

Lyon uses real-life examples to enlighten you on the 25 hot-button issues you need to look out for.

(Top of page)

Personal Lines Customer Service, the Renewal Process and Customer Service Centers

Sheldon Hansen discusses how personal lines has changed from the "old days." He will discuss customer service today and how to optimize client interaction today. He will discuss renewal automaton pros and cons, and how to conduct and effective renewal review.

The course will wrap up with and informative talk on customer service centers and discussion points on what they can do for your agency.

(Top of page)

The Businessowners' Policy, ISO Style

BRINGING THE “PACKAGE” POLICY CONCEPT TO SMALL and MEDIUM SIZED BUSINESS

This program is everything you've ever wanted to know about the businessowners' policy. The history of the policy and how it has evolved will start the discussion. Participants will discuss eligibility under the ISO businessowners' policy. Advantages and disadvantages, a close look at the policy structure and a closer look at business income, extra expense, and civil authority will round out the discussion.

(Top of page)

Ethics: The Choices You Make

This workshop is designed to help producers recognize appropriate ethical behavior. It explores the origins of ethics and develops a fully understanding of the need for ethical behavior in our industry. Personal focus of our feelings and beliefs help us equate value to ethics in the professional services marketplace. It’s a basic course and a great lead into future ethical training.

(Top of page)

Nasty Stuff you don't want on your policy, if possible

Steve Lyon is at it again...Don't miss his "Nasty Stuff" list! Using real-life examples, he will discuss what you don't want to ever see or your policy. Topics range from endorsement issues, employers liability, E&O claims waiting to happen and a host of other nasties. Don't miss this program!

(Top of page)

Good Stuff - Endorsements you want on your policy, if possible

If you are signing up for Steve Lyon's "Nasty Stuff" class, don't miss the flip side! His list of "Good stuff" is long and will get you thinking endorsements. Lyon's treasure chest will show you examples that you may have never thought of.

(Top of page)