8–9 a.m. |
Networking continental breakfast |
9 a.m.–
Noon
|
CONCURRENT EDUCATION SESSIONS
ACORD Certificate Forms & Additional Insureds
Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS • 3 GEN Producer (473385)
Don't miss this insightful program with expert Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS. Recent regulatory changes have required significant revisions to the family of ACORD forms known as Certificates. What is a Certificate? Get the scoop on the good news and bad news that comes along with theses changes. Lyon will also review E&O statistics and the staggering jump in recent E&O claims involving certificates.
Good News, Bad News-An overview of the changes in the ISO Homeowner's 2011
Mary LaPorte • CE TBA
Renowned insurance expert Mary Laporte, CPCU, CIC, LIC, CPIA comes to New Hampshire to teach you all about the 2011 Homeowners' changes. The Homeowners policy forms have again been updated by the Insurance Services Office (ISO). Many of the changes do not really affect coverage at all, but are designed to clarify the wording in the policy. Those include the definition of “insured” and the “perils insured against” wording. Also, some recent court decisions influenced changes in the areas of Collapse Coverage and Water Damage. Additional wording has been added to those policy provisions to more clearly communicate the intent of the coverage and to eliminate any ambiguity. Don't miss this session, where you will hear the good news and the bad news when it comes to the ISO HO 2011.
Sponsored by
Ohio Mutual

|
1:30–4:30 p.m. |
CONCURRENT EDUCATION SESSIONS
The Ins and Outs of Errors & Omissions (^UM/^FF)
Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS • 3 GEN Producer (473365)
This informative seminar from Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS, will convince you that you need a plan to mitigate E&O losses in your agency. Lyon will discuss the roles of the producer and CSR and how to be a detective when it comes to knowing your client and the products you offer to them. Learn how to take on the role of educator so you may provide your client with all the facts so they can make informed coverage decisions.
Lyon will discuss exposure analysis, including surveys, checklists, personal inspections, policy reviews, and more. Lyon will introduce effective loss control and an evaluation test for your agency's E&O loss prevention capability. Don't miss the agency operations checklist and independent agent self-evaluation that is a must for E&O loss control in your agency.
Exposing Exposures: A study in personal lines exposures and coverage solutions
Mary LaPorte • CE TBA
Do you take the proper steps when assessing the needs of a new customer? Mary LaPorte will guide you through her proven system of evaluating the needs of your insureds. Topics include: what the customer knows and what they focus on, what they don't know but should know and a conversation guide. You will also learn how to properly assess the needs of your existing customers through a customer review. A detailed review of HO insurance eligibility, placement, dwelling coverage, other structures, personal property, liability and medical, inland marine, auto, umbrella and more will be included.
Sponsored by Ohio Mutual
|