ConnecticutNew HampshireNew JerseyNew YorkNew York
Education Events Government, industry affairs Member resources Products, services Young professionals

PIA Webinars

Earn CE right at your desk, with the best of the best ... LIVE!
See below for topic details.


2016 PIA Webinar sponsors:
KINGSTONE Harleysville
LIVE: earn CE ON DEMAND Webinar FAQ
Program Title / Instructor
Registration

November 29, 2016, 10 a.m.-1:30 p.m.

Commercial Building & Personal Property Coverage Form and 26 Endorsements

Sheldon D. Hansen, CIC, CRM, CPIA

This course will cover:

  • The Commercial Building and Business Personal Property Coverage Form CP 00 10 10 12;
  • Exclusions and limitations;
  • A review of the policy form;
  • A discussion of 26 of the possible endorsements that could be used to fill gaps

Upon completion of the class participants should know a number of solutions to their clients' specific needs that can be accomplished with each endorsement and they will be able to custom fit the policy to their insureds' unique needs. This Risk Management method of solving problems will change their client's view of their service from sales to consulting.

NYCE: 4 BR, C3, PC, PA (NYCR-253237)

NJCE: 4 GEN (88898427) CTCE:PC 4 (111167)
NHCEUs: 4 Producer (481305) VTCE: N/A  


November 30, 2016, 10 a.m.-1 p.m.

Commercial Property Causes of Loss & Endorsements that Add Perils

Sheldon D. Hansen, CIC, CRM, CPIA

This course will cover:

  • An overview of the Commercial Causes of Loss forms with an emphasis on The Special Cause of Loss form, the CP 1030;
  • A review of the actual policy form in determining the specific perils covered by the forms as well as each limitation;
  • A discussion of several possible endorsements that could be used to add perils their client may need to meet their specific environmental exposures.

Upon completion of the class participants should know a number of solutions to their clients' specific needs in certain perils that can be accomplished with each endorsement. This Risk Management method of solving problems will change their clients' view of their service from sales to consulting.

 

NYCE: 3 BR, C3, PC, PA (NYCR-253238)

NJCE: 3 GEN (88898393) CTCE: PC 3 (111166)
NHCEUs: 3 Producer (481304) VTCE: N/A  


December 8, 2016 and December 9, 2016, 10 a.m.- Noon

2–part Webinar: NY AIP Producer Procedures Course

Mishell Magnusson, CIC, CISR, CPIA, AAI, FIPC
KJM Consulting & Training, Inc.

Two-part package. PIA offers this course in two formats; classroom and Webinar.
(Classroom courses have ended for this year.)

This two-part webinar satisfies the Plan's certification requirements.

Who is required to complete the Producer Procedures Course

Newly Certified Producers:

All producers seeking certification (including recertification following a suspension or revocation) shall be required to complete the in-person Producer Procedures Course during their 60-day temporary certification. Producers seeking new certification will be allowed to take the online Producer Procedures Course providing there is no in-person course available within a 50 mile distance of the producer’s office, within 60 days of the date of certification.

When there are more than 5 sublicensees, at least five sublicensees seeking certification under one license must complete the Producer Procedures Course.

Any producer becoming an additional sublicensee of a certified license must complete the Producer Procedures Course if such producer is not currently certified under another license, unless five sublicensees under that license have already completed the Producer Procedures Course.

Any producer who certification has been suspended or revoked must complete the in-person Producer Procedures Course as a prerequisite to recertification.

The designated supervising producer of any satellite office seeking certification (in compliance with the requirements of New York State Insurance Regulation 125) must complete the Producer Procedures Course.

Continued Certification:

Any producer seeking to continue his/her certification as of Nov.. 1, 2000 and thereafter will be required to complete the Producer Procedures Course once within every four-year cycle. The current cycle deadline for course completion is Dec.. 31, 2016.

Effective Jan. 1, 2009, only one sublicensee for any license for which there is more than one sublicensee is required to take the Producer Procedures Course. For individual licensees, the producer must complete the course.

All proper certificates of completion of the Producer Procedures Course shall be valid proof for certification purposes for a period of six months from the date indicated by the duly authorized sponsor.

NYCE: 2 BR, C3, PC, PA for each part
(4 CE total; (NYCR-252136/NYCR-252137)

NJCE: N/A CTCE: N/A
NHCEUs: N/A VTCE: N/A  


Note: You must place both Parts 1 & 2 in your shopping cart to register for the package.

Part 1:

Part 2:

 

 



December 13, 2016, 10 a.m.- 11 a.m.

NY's Cyber Security Regulation: What Agents Need to Know

Matthew F. Guilbault, Esq.
PIA's Director of Government & Industry Affairs

If you write insurance in New York state, you should be aware that the New York State Department of Financial Services recently published draft regulations addressing cybersecurity in the financial sector. Described as “first in the nation,” the regulations are broad and reach beyond core financial institutions, such as banks and lenders. The regulations affect all entities and individuals licensed by the NYDFS, including agents and brokers.

This course will cover the following questions:

  • What is this regulation and where did it come from?
  • Who is going to be subject to this regulation?
  • What do affected parties need to know?

NYCE: 1 BR, C3, LB, C1, LSB, LA, PC, PA (NYCR-253684)

 

   
     




December 15, 2016, 10 - 11 a.m.

New Jersey Private Passenger Auto Step Down Provision Regulations

Jim Pittz, CIC, CPIA

This Webinar will review the regulations that govern the State of New Jersey Step Down provision. This Provision allows carriers in New Jersey to reduce the liability exposure from what an insured had chosen to the State Minimum Limits.

NYCE: 1 BR, C3, PC, PA (NYCR-253638)

NJCE: 1 GEN (#88898430) CTCE: N/A
NHCEUs: N/A VTCE: N/A  

 

 


January 12, 2017 and January 13, 2017, 10 a.m.- Noon

2–part Webinar: NY AIP Producer Procedures Course

Mishell Magnusson, CIC, CISR, CPIA, AAI, FIPC
KJM Consulting & Training, Inc.

Two-part package. PIA offers this course in two formats; classroom and Webinar. This two-part webinar satisfies the Plan's certification requirements.

Who is required to complete the Producer Procedures Course

Newly Certified Producers:

All producers seeking certification (including recertification following a suspension or revocation) shall be required to complete the in-person Producer Procedures Course during their 60-day temporary certification. Producers seeking new certification will be allowed to take the online Producer Procedures Course providing there is no in-person course available within a 50 mile distance of the producer’s office, within 60 days of the date of certification.

When there are more than 5 sublicensees, at least five sublicensees seeking certification under one license must complete the Producer Procedures Course.

Any producer becoming an additional sublicensee of a certified license must complete the Producer Procedures Course if such producer is not currently certified under another license, unless five sublicensees under that license have already completed the Producer Procedures Course.

Any producer who certification has been suspended or revoked must complete the in-person Producer Procedures Course as a prerequisite to recertification.

The designated supervising producer of any satellite office seeking certification (in compliance with the requirements of New York State Insurance Regulation 125) must complete the Producer Procedures Course.

Continued Certification:

Any producer seeking to continue his/her certification as of Nov.. 1, 2000 and thereafter will be required to complete the Producer Procedures Course once within every four-year cycle. The current cycle deadline for course completion is Dec.. 31, 2016.

Effective Jan. 1, 2009, only one sublicensee for any license for which there is more than one sublicensee is required to take the Producer Procedures Course. For individual licensees, the producer must complete the course.

All proper certificates of completion of the Producer Procedures Course shall be valid proof for certification purposes for a period of six months from the date indicated by the duly authorized sponsor.


Note: You must place both Parts 1 & 2 in your shopping cart to register for the package.

Part 1:

(NYCR-252136)

Part 2:

(NYCR-252137)

NYCE: 2 BR, C3, PC, PA for each part (4 CE total)



January 18, 2017, 10 a.m.-11 a.m.

Risk Identification and Client/Agency Protection

Mishell Magnusson, CIC, CISR, CPIA, AAI, FIPC
KJM Consulting & Training, Inc.

Upselling and account rounding are not bad words; as insurance professionals we have the duty to explain coverages that are available to properly cover our customers’ exposures. Most clients will welcome and appreciate the fact that someone cares about their welfare and general well-being and to identify exposures that they were not even aware of. We also know that a frequent cause of E&O claims is the lack of communication and proper documentation that coverages were offered and/or rejected.

In this presentation, we will discuss a Risk Management Process, and then just as important, what we should be doing once we identify those customer exposures.  We want to do what is best for our customers through fact-finding, checklists and making sure they are aware of coverages they may need. In this respect, we have our customers’ best interests at heart. We also must do what is right for the agency/company and that all- important aspect of protecting the agency from E&O claims.

NYCE: TBA

NJCE: 1 GEN (#88898454) CTCE: N/A
NHCEUs: 1 Producer (#481398) VTCE: N/A  

VT


January 19, 2017, 10 a.m.- noon

The Three Rs-Elementary Growth For Your Business (Retaining, Rounding, Referrals)

John Fear

Why do most agencies lose 7-15% of their business every year?  Why do they lose ANY clients? When agencies understand the key components of retaining clients, they can significantly decrease the numbers that leave their agency each year.  We will cover proven methods of what to look for in lost business so that you can effectively reduce those numbers in upcoming renewals as well as incorporate into attracting and quoting new business .

NYCE: N/A

NJCE: N/A CTCE: N/A
NHCEUs: N/A VTCE: N/A  

ny

nj

ct

nh

VT


January 24, 2017, 10 a.m.-11 a.m.

The Department of Labor Overtime Regulation: How to Comply with the New Salary Threshold Requirements

Brad Lachut, Esq.

On May 18, 2016, the U.S. Department of Labor issued its final rule on overtime for workers that will take effect Dec. 1. It raises the salary threshold below which most employees are entitled to overtime.  This webinar will take a look at the current overtime regulation and analyze how the Dec 1. change will impact producers and their clients.  The speaker will be Bradford J. Lachut, Esq.

NYCE: 1 BR, C3, LB, C1, LSB, LA, PC, PA (NYCR-253380)

NJCE: 1 GEN (88898144) CTCE: N/A
NHCEUs: 1 (PRO) Producer (481023) VTCE: N/A  

VT


February 2, 2017, 10 a.m.-1 p.m.

E&O Loss Prevention and Ethics -
There is a Connection^FF ^UM

Catherine L Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS

What is the relationship between Ethics and the choices we make to protect our agencies against E&O? Is the best ethical decision always the best E&O decision? This course begins with a discussion of the ethical responsibilities of insurance professionals and different approaches to decision making. We will look at some of the situations faced by insurance professionals from ethical and E&O perspectives, discussing specific measures that can be taken by the insurance professional.

NYCE: 3 BR, C1, C3, LA, LB, LSB, PA, PC (NYCR-253516)

NJCE: 3 ETH (88898334) CTCE: 3 LRE (111116)
NHCEUs: 3 Ethics PROD (481263) VTCE: 3 Ethics (27725)  

VT


March 14, 2017, 10 a.m.-11 a.m.

Changing Client Solutions for a Changing LTC World

Robert Vandy

This course is designed to discuss the changing world of long term care planning, and the dynamic environment of the private insurance products helping to finance the need.  Traditional long term care insurance (LTCI) has historically been the mainstay of the insurance industry.  However, as the market has changed, so, too have the products available in the marketplace.

In this session, we will discuss demographic changes and the impact they may have in the long term care planning realm, as well as changes in the broader economic environment and the impact of those changes with regard to insurance product development.

Ultimately, our goal is to inform the licensee of all the currently available insurance based planning options, so s/he can present them objectively to prospects and clients so they can make informed decisions about their planning. 

NYCE: 1 C1, LA, LB, LSB (NYCR-253515)

NJCE: 1 LTCP (88898329) CTCE: 1 LH (111150)
NHCEUs: 1 Producer PROD (481303) VTCE: 1 Long Term Care (#27753)  

VT


March 16, 2017, 10 a.m.-11 a.m.

Emerging Exposures in the Personal Lines Department

Mishell Magnusson, CIC, CISR, CPIA, AAI, FIPC
KJM Consulting & Training, Inc.

This seminar is intended to discuss areas that can be considered Emerging Exposures that affect all agents and brokers on a daily basis when dealing with Personal Lines insureds and the “toys” they have as well as activities they partake in.

We will discuss the affects of the definition of "Business"; "Motor Vehicle"; and "Watercraft" on the ISO Homeowners & Personal Auto Policy as well as how the Insurance Producer/CSR needs to address these.

NYCE: TBA

NJCE: 1 GEN (#88898458) CTCE: 1 PC (#111251)
NHCEUs: 1 Producer (#481397) VTCE: 1 General (#27752)  

VT


April 7, 2017, 10 a.m.-1 p.m.

Condos, Co-Ops and Community Associations

Steven D. Lyon, CPCU, CIC, CRM, AAI, ARM, AIS
Lyon Consulting Services, LLC

This course will cover the following topics:

  • Definitions
  • History of Condominiums  
  • Benefits of Condominiums 
  • Understanding a Condominium
  • Condominium Schematic
  • Homeowner Unit-Owners Policy
  • Condominium Documents
  • How much Coverage do I need ? 
  • Association Master Policy
  • Property NOT Covered
  • Choosing the proper Deductible
  • Top Ten Association Claims 
  • Banks and Condominiums  
  • Loss Assessment Coverage
  • An in Depth Look at Condo Docs         
  • How Claims are Handled
  • An in Depth Look at an Association Policy
  • E&O pitfalls and much, much more!

NYCE: TBA

NJCE: TBA CTCE: #111292 (PC 3)
NHCEUs: TBA VTCE: #27779 (General 3)  

VT


May 9, 2017, 10 a.m.-1 p.m.

E&O Loss Prevention - Social Media and Other Challenging Issues
^FF ^UM

Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS.

Advances in communication and technology have presented great opportunities for our insurance agencies.  Along with these opportunities, though, come new E&O challenges.  How do we handle the customer who wants to do business via text message or receive policies by email?  How do we manage the employee who wants to work on the road from his laptop or cell phone?  How do we create websites that are informative and consumer friendly, without increasing our E&O exposure? How has the use of Facebook, Twitter and other sites changed the way we do business, and what additional steps must agencies take to protect themselves against E&O in this new world of social media?  We will discuss these and other challenging issues.

NYCE: TBA

NJCE: 3 GEN (#88898460) CTCE: 3 PC (#111241)
NHCEUs: 3 Producer (#481399) VTCE: 3 General (#27749)  

VT


May 16, 2017, 10 a.m.-1 p.m.

Essential Elements of Risk Management for Insurance Professionals

Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS.

Understanding and applying the basic principles of risk management can help the insurance professional better serve the needs of his client.   Whether the insurance professional works in personal lines, commercial lines, or the life and health area, there is a place for risk management.  We begin with an overview of the risk management process.  We will pay particular attention to the discussion of exposure identification which is key to a successful risk management program.  We will then discuss the remaining steps in the process and how to incorporate them into our customer service model.

NYCE: TBA

NJCE: 3 GEN (#88898459) CTCE: 3 PC (#111242)
NHCEUs: 3 Producer (#481400) VTCE: 3 General (#27750)  

VT


June 1, 2017, 10 a.m.-1 p.m.

Customer Service Reminders for Insurance Professionals

Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS.

This course is for the insurance professional who wants to provide superior customer service.  We will discuss customer service in relation to industry trends, Errors and Omissions, and technological advances.  We will discuss the importance of planning, goal setting and time management.  We will look at various personality types and share strategies for dealing with individuals in difficult situations.  Lastly, we will review basic communication skills and things to consider when dealing with customers.  

NYCE: TBA

NJCE: 3 GEN (#88898461) CTCE: N/A
NHCEUs: N/A VTCE: N/A  

VT


Please note: Registration processing will not be completed without full payment at the time of registration form submission. Submission of a registration form without proper payment will not hold your spot in a program.

Confirmation/RSVP registration process:
Registrants will receive confirmation via e-mail upon registration processing. The link provided in your confirmation will include GoToWebinar login instructions, CE documentation and additional resource materials. YOU MUST CLICK THE LINK IN YOUR PIA CONFIRMATION EMAIL to access the GoToWebinar RSVP form, which you are required to fill out to receive your unique login ID. Once you RSVP with GoToWebinar, you will receive another e-mail with login information and this will also allow you to get a copy of the recording the day after the live program.


© 2013 by Professional Insurance Agents. All rights reserved. Disclaimer and legal notice