Important Reminder! CE Deadline for Corporate Broker Sublicensees
All sublicensees designated on the corporate BR license will be required to submit proof of completing 15 credits of continuing education approved for BR in order for the corporate license to renew on Nov. 1. Complete your CE early to avoid late fees.
2010 E&O Loss Control Seminar^FF^UM *Sponsored by Utica Mutual
4
C1, LA, LB, BR, C3, PC, PA
E&O
The Ketch, New York
Sept. 22, 2010
9 a.m.-5 p.m.
CPIA 3: Sustain Success
7 LA, C1, LB, BR, C3, PC, PA
Hampton Inn & Suites Poughkeepsie, Poughkeepsie
Sept. 22, 2010
9/22-25/2010
2010 CIC Personal Lines Institute
15 PC, BR, C3, PC, PA
High Peaks Resort, Lake Placid
Sept. 23, 2010
9 a.m.-5 p.m.
CPIA 3: Sustain Success
7 LA, C1, LB, BR, C3, PC, PA
Four Points Sheraton, Plainview
Sept. 24, 2010
9 a.m.-1 p.m.
How the Recession Generates New E&O Issues for P&C and L&H Agencies^FF^UM
4 C1, LA, LB, BR, C3, PC, PA
E&O
Four Points Sheraton, Plainview
^FF - Denotes this course has been approved for E&O loss prevention credit by Fireman's Fund. ^UM - Denotes this course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: 800-424-4244. Have E&O questions? Contact PIA's E&O Dept: (800) 424-4244.
*Information on CISR & CIC CE credit in all states is available through The National Alliance's CE guide.
Don't miss the next Webinar! Wednesday, Sept. 1, 2010: A Comparative Look at Border-State Workers' Compensation Insurance Requirements (N.Y., N.J. & Conn.) —Dan Corbin, CPCU, CIC, LUTC
Level: Intermediate • 1 BR, C3, PC, PA
Designed for agency principals, producers and customer service representatives who are involved in the placement of workers' compensation insurance. Knowing the distinct regulatory requirements is vital to the competent placement of workers' compensation insurance.
Many agencies transact insurance in multiple states, and it is even more likely to be the case when these states share a border. This program will highlight certain coverage and regulatory distinctions for the three states of Connecticut, New Jersey and New York, which are served by the Glenmont PIA office.
This program will focus on making state comparisons for workers' compensation insurance, such as:
• Who is an employee?
• How are Professional Employer Organizations treated?
• To what extent are domestic employees covered?
• What are the benefits provided under the law?
• Are waivers of subrogation permitted?
• What does employers' liability cover?
• How are out-of-state employees treated?
• What are the penalties for being uninsured?
Don't miss this opportunity to learn how to reduce the likelihood of making costly errors in the multi-state placement of workers' compensation insurance.
NEW! Agency Internet Bootcamp featuring Insurance Technology Expert, Steve Anderson, CIC; brought to you by the AIMS Society and the CPIA designation.
Brought to you by the AIMS Society and the Certified Professional Insurance Agent designation, the Agency Internet Bootcamp at PIAHQ in Glenmont on Tuesday, Sept. 21, 2010, will teach you how to extend your agency's reach to include an Internet presence that allows prospects and customers 24/7 access. Instructor Steve Anderson, CIC, is an insurance technology expert, and he will share his hands-on experience with participants.
Open to all insurance professionals, this classroom session will also serve as an update seminar for anyone who holds the CPIA designation. Submitted for NYCE credits.
This is a true hands-on, active learning experience. You have to bring a computer with Wifi connectivity. Everyone in the class will be online and doing things the entire time.
When you leave this class you will have actually completed the following tasks so you will be able to continue doing them when you get back to your office:
Learned how Google and other search engines find you.
Learned how to understand your online competition and exactly how to move above them in search results.
Listed your agency in Google Local Business.
Tracked your online reputation and your competition with Google Reader and Alerts.
Created your own blog.
Learned to add pictures to a blog and add video to a blog.
Learned about Google Adwords and Adsense. Find out how and if you should use them for your agency.
Learned how to comment on other blogs to build your web presence and your business.
Created a Facebook profile.
Learned how to use Facebook advertising to attract prospects to your agency.
Created a Twitter account.
Learned exactly how to use Twitter to build your business.
Created a YouTube account.
Created and upload your first YouTube video.
Embedded that video in your blog.
Learned exactly what functions need to be on your agency web site – what real customers want.
Learned how to create an online and offline business sales and marketing plan for your agency.
Learned how to measure and adjust to be sure you are reaching your goals.
In addition to a laptop or netbook, you will also bring some type of video camera–a Flip Video or digital camera with the ability to record video–or something similar. You will have created a Google Gmail account for yourself. You also need to begin thinking about a name for your blog.
Find
Steve Anderson and the TAAReport on Twitter:@TAAReport
Annual Hudson Valley Regional Awareness Program, October 28, Tarrytown.
Don't miss out on the insurance event designed for Hudson Valley-area agents. PIANY's annual Hudson Valley Regional Awareness Program—Oct. 28, 2010 in Tarrytown — will once again feature education sessions, networking opportunities, a huge trade show and more .
Don't miss the Hudson Valley Regional Awareness Program's awards luncheon, featuring PIANY newly elected President Donna Chiapperino.
In addition, Camilla Belser, CPCU, vice president and regional manager of Merchants Insurance Group will be honored posthumously with the Hudson Valley RAP Executive of the Year award.
CIC Personal Lines Institute to address personal residential, auto coverages; ISO HO policy and more, Sept. 22-25, Lake Placid.
Education is an insurance professional's greatest asset. Although you cannot predict the future of the insurance market, you can be prepared for opportunities that come your way—opportunities such as those covered in CIC Personal Lines Institutes.
The families you insure depend on your professional advice about policy changes that may affect them personally. The Personal Lines Institute identifies Homeowner and Personal Auto liability and property exposures faced by these individuals. Contractual definitions, such as “insured locations” and who is an “insured” are discussed as well as, insuring agreements, exclusions and limitations, and applicable endorsements used to provide or modify coverage. A discussion of coverage for rental properties, business exposures, and use of borrowed or rented cars is included. Umbrella or excess liability coverage is presented as a separate topic. Some of the nation's most qualified and respected speakers are members of the Personal Lines faculty. Speakers are active insurance professionals who have incorporated state-specific information into their presentations. Presentations are conducted in a professional setting which allows for questions and comments from participants.
Earn
15 PC, BR, C3, PC, PA towards your license renewal.
Earn 15 NYCE in one day with PIANY's self-study monitored exam/classroom CE package,
Coming to Glenmont, Oct. 22; Buffalo, Oct. 26; East Syracuse, Oct. 27; Plainview, Dec. 8 and Newburgh, Dec. 9.
PIANY presents convenient, engaging and excellent quality insurance education that both enhances your career development and increases productivity.
Earn up to 15 "Bridge" CE credits—credits approved for ALL licenses—in one day and also get Fireman's Fund and Utica Mutual-approved E&O credit.
Register for the self-study program to learn how to protect your license and your reputation by knowing and playing by the rules. PIANY's self-study course, developed by PIANY's Senior Research Analyst Ellen D. Kiehl, Ph.D., covers Advertising, Rebating and Referrals—three hot topics agents often ask about. Concepts are presented in separate lessons so the user can proceed at a comfortable pace. Frequent activities, practice questions and a comprehensive review section aid in learning and remembering the material.
The classroom session will review E&O Hot Issues with Mishell Magnusson, CIC, CISR, FIPC.
Get the CE you need to stay compliant with New York State licensing requirements. Earn up to 15 NYCE credits for ALL LICENSES with this program. The self-study potion may be taken on your own; you must arrange your own monitor.
Level: Intermediate, designed for Brokers (agents), CSRs and Risk Managers
Additional Insured status and certificate transactions cause many errors and omissions claims against agents. When an insured fails to secure the requested additional insured status per a contract executed with a third-party there is a breach of contract. Named insureds often try to blame the agent for failing to meet the terms of the contract and sometimes the party expecting additional insured status sues the agent directly as a third-party beneficiary claiming the agent had a duty to protect them based on the agent's knowledge of the relationship between the named insured and third-party.
Don't miss this informative Webinar, where you will:
Learn about the traps in the various Additional Insured endorsement forms,
Acknowledging action taken in adding a third-party as an Additional Insured,
Proper use/completion of the Certificate of Liability Insurance and
Review the new ACORD Certificate of Liability form.
This knowledge will assist in developing a procedure to protect the agency, named insured and third-party to avoid errors and omissions and provide the proper service. It will also reinforce the coverage issues related to Additional Insured status.
Think PIA first for access to the industry's largest selection of state-approved online P/C and L/H insurance CE courses, at your desk and at your convenience.
Online education makes it easy to get the CE credits you need as well as professional training from the world's largest collection of business skills courses provided by SkillSoft. CE credits range from three to 15 per course and all courses cost less than $40—before the PIA member discount.
To sample a CE course, simply select a topic from the catalog, register with your e-mail address and a password and begin! Payment is due upon completion of your course, when you are ready to take the exam. Browse the online CE catalog today to get started.
Don't want to take time out of the office for your continuing education? Save time and money with great PIA member registration discounts for our Webinars. CE-approved topics include:
Wednesday, Sept. 1, 2010, A Comparative Look at Border-State Workers' Compensation Insurance Requirements
1 BR, C3, PC, PA;
Friday, Oct. 1, 2010, Policy Change Workflow for Personal & Commercial Lines
1 BR, C3, PC, PA;
Wednesday, Oct. 20, 2010, Personal Lines Potpourri I:
The ISO Homeowners Coverage Forms
1 BR, C3, PC, PA;
Friday, Oct. 29, 2010, Claims Handling: Your Client's Magic Moment
1 C1, LA, LB, BR, C3, PC, PA;
Wednesday, Nov. 3, 2010, Personal Lines Potpourri II: Homeowners Endorsements & Mobile Home Issues
1 BR, C3, PC, PA;
Wednesday, Nov. 17, 2010, Personal Lines Potpourri III: Personal Umbrella Coverage
1 BR, C3, PC, PA;
Friday, Dec. 3, 2010: Employee Theft–what is an "employee?"
1 BR, C3, PC, PA; and
Wednesday, Dec. 8, 2010, Personal Lines Potpourri IV: Personal Inland Marine Coverage
1 BR, C3, PC, PA.
CE details:
CE applies only to live E&O Lunch and Learn Webinars, NOT for the On Demand download. Every person who needs CE must sign up individually, be at his/her own computer and pay the appropriate registration fee. For CE attendance verification, PIA will monitor attendance, sign in-sign out sheets are necessary; any person in your agency may be in charge of attendance verification; and the registrant could be audited by the Insurance Department or its CE vendor.
^FF - Denotes this course has been approved for E&O loss prevention credit by Fireman's Fund. ^UM - Denotes this course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: 800-424-4244. Have E&O questions? Contact PIA's E&O Dept: (800) 424-4244.
Earn the nationally-recognized CPIA insurance designation–No exam required.
Upcoming CPIA schedule
$185 member/$225 non
Classroom courses offered year-round. Students are encouraged to complete the sessions in consecutive order, but it is not mandatory to do so. There is no time limit for completing the seminars.
Sept. 14, 2010
9 a.m.- 5 p.m.
CPIA 2: Implement for Success
6 BR, C3, PC, PA
The Ketch, New York
Jack Monahan, CPIA, CLU, ChFC, CIC, AAM
Sept. 22, 2010
9 a.m.-5 p.m.
CPIA 3: Sustain Success
7 LA, C1, LB, BR, C3, PC, PA
Hampton Inn & Suites Poughkeepsie, Poughkeepsie
Jack Monahan, CPIA, CLU, ChFC, CIC, AAM
Sept. 23, 2010
9 a.m.-5 p.m.
CPIA 3: Sustain Success
7 LA, C1, LB, BR, C3, PC, PA
Four Points Sheraton, Plainview
Sheldon Hansen, CIC, CRM
Oct. 4, 2010
9 a.m.-5 p.m.
CPIA 1: Position for Success
7 LA, C1, LB, BR, C3, PC, PA
Loyal Order of Moose Lodge, Montour Falls
Sheldon Hansen, CIC, CRM
Oct. 5, 2010
9 a.m.-5 p.m.
CPIA 3: Sustain Success
7 LA, C1, LB, BR, C3, PC, PA
Hilton Garden Inn, Buffalo
Jack Monahan, CPIA, CLU, ChFC, CIC, AAM
Oct. 6, 2010
9 a.m.-5 p.m.
CPIA 3: Sustain Success
7 LA, C1, LB, BR, C3, PC, PA
Sheraton Syracuse University Inn, Syracuse
Sheldon Hansen, CIC, CRM
Oct. 7, 2010
9 a.m.-5 p.m.
CPIA 3: Sustain Success
7 LA, C1, LB, BR, C3, PC, PA
PIA Headquarters, Glenmont
Sheldon Hansen, CIC, CRM
Nov. 18, 2010
9 a.m.-5 p.m.
CPIA 3: Sustain Success
7 LA, C1, LB, BR, C3, PC, PA
The Ketch, New York
Jack Monahan, CPIA, CLU, ChFC, CIC, AAM
CPIA program practical benefits: beneficial for all insurance personnel, especially customer service representatives; register for one, two, or all three programs; and no final exam. Through this program, participants will learn how to work effectively with different personality types; will learn how to analyze customers' needs properly; and get tips for preventing errors and omissions. For more information, go to the CPIA web page.
PIA Education & Conference Department
Professional Insurance Agents
25 Chamberlain Street
P.O. Box 997
Glenmont, NY 12077
Phone: (800) 424-4244
Fax: (888) 225-6935 http://www.pia.org
Refreshments are provided at all classroom programs; lunch is not provided.
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