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Program Title / Instructor
January 16, 2017, 10 a.m.-11:15 a.m.
NYSDFS New Proposed Cybersecurity Regulations – What You Need To Know
Matthew Guilbault, Esq.
The Department of Financial Services (DFS) published in the December 28, 2016 New York State Register revisions to the cybersecurity regulation for financial services companies -- originally proposed back in September. Substantial revisions were made in sections 500.11, 500.15, 500.21 and 500.22. Most notably, the DFS has clarified in the revised regulation that certain requirements are linked to the results of the Covered Entity’s Risk Assessment. This webinar will explore these changes.
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.
The Three Rs-Elementary Growth For Your Business (Retaining, Rounding, Referrals)
John Fear, CPIA, CISR, CPSR
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
*Note: This is a sales training program, and while it is essential for your business growth, is not eligible for CE credit.
January 24, 2017, 10 a.m.-11 a.m.
The Department of Labor Overtime Regulation: Are You Really in Compliance?
Brad Lachut, Esq.
Under the Fair Labor Standards Act all employees are entitled to overtime except in certain exemptions. This webinar will analyze the three tests employees must meet in order to be exempt from overtime, with a concentration on the “job duties” requirement. In addition the webinar will delve into common misconceptions about overtime.
PIANY Legislative Preview: 2017 Proposed Laws And Regulations Affecting Professional Insurance Agents
(PIANY's 2017 Legislative Priorities Update)
Matthew Guilbault, Esq.
The Professional Insurance Agents of New York State Inc. represents insurance agents throughout New York State. PIANY is a voluntary, membership-based trade association representing professional, independent property/casualty insurance agents. We are your neighbors providing valuable property/casualty insurance coverage to protect the homes, businesses and automobiles of the citizens of New York state.
PIANY serves member insurance agencies doing business in every New York community. In every city, town and village PIANY members are small-business owners who employ more than 20,000 insurance professionals, provide insurance for more than 2 million households and 750,000 businesses, governmental units and other organizations.
As in years past, PIANY’s 2017 legislative issues serve to protect insurance consumers. This webinar will focus on our priority issues and how they will affect your business, such as:
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.
The technology upon which today’s business depends creates new exposures for our insureds. We will examine the most common first and third party exposures and how traditional insurance products respond to these threats. We will discuss the laws concerning privacy and security of personal information and the effect they can have on our insureds. We will review some of the coverages available in the Cyber insurance market and discuss things to consider when selecting a product.
NYCE: 3 BR, C3, PC, PA
NHCEUs: 3 GEN Producer (#481543)
March 14, 2017, 10 a.m.-11 a.m.
Changing Client Solutions for a Changing LTC World
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)
March 16, 2017, 10 a.m.-11 a.m.
Emerging Exposures in the Personal Lines Department
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.
This course is an overview of Directors and Officers Liability Coverage (D&O.) We will discuss common exposures and the types of claims that might be covered by a D&O policy. We will look at coverage for both for-profit and non-profit organizations. We will review coverages commonly included and discuss some of the features to look for when choosing a D&O policy. Lastly, we will discuss claims made coverage and the important things to remember about those forms.
May 9, 2017, 10 a.m.-1 p.m.
E&O Loss Prevention - Social Media and Other Challenging Issues
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.
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.
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.
Who needs professional liability coverage and why? What kinds of claims can be covered by professional liability policies and what features should one look for when evaluating these forms? We will explore the reasons why general liability coverage may not cover professional exposures and how a professional liability policy can fill the gap. Because these forms are usually written on a claims-made basis, we will review the basics of claims made coverage and apply some of these concepts to professional liability coverage. Lastly, we will discuss important things to consider when working with your clients in applying for and placing the coverage.
September 19, 2017 and September 20, 2017, 10 a.m.- Noon
PLAN CONTINUED CERTIFICATION REQUIRES SUCCESSFUL COMPLETION OF BOTH PARTS 1 & 2.
PERSONS SEEKING 1ST TIME CERTIFICATION WITH THE PLAN MUST ATTEND A CLASSROOM COURSE (NOT THESE WEBINARS).
Part 1 of 2 concentrates on the necessary information in order to provide CAIP certification to CAIP producers in the State of New Jersey
Part 2 of 2 concentrates on the rules & rates information necessary for producer certification for the Personal Automobile Insurance Plan.
Note: You must place both Parts 1 & 2 in your shopping cart to register for the package.
NJCE: 2 GEN (#88891403)
NJCE: 2 GEN (#88891404)
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.