Date / Time |
Program Title / Instructor
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CE Credits |
Registration |
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May 15, 2012
11 a.m.-noon |
Economic Drivers of Insurance Exposures...Where is Growth Coming From?
Can you fully explain the changing market to your clients? The roots of this market cycle go well beyond the catastrophic losses that hit our area last year. Learn why things are changing from the expert: Insurance Information Institute Senior Vice President and Chief Economist Dr. Steven Weisbart, CLU. This is not your normal economics lecture—Weisbart will provide you with real-life data and a better understanding of the industry’s economic foundation. You’re guaranteed to walk away with information you can share with your clients when they’re faced with a rate increase or policy change.
No tests need to be taken for webinar classes. |
NYCE: 1BR, C3, PC, PA
NYCR-236480
NJCE: 1 GEN
#88892292
CTCE: PC 1
#106364
NHCE: 1 GEN
#474655
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(other states)
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Dr. Steven N. Weisbart, CLU
Sr. VP and Chief Economist, Insurance Information Institute |
Steven N. Weisbart is senior vice president and chief economist for the Insurance Information Institute. Dr. Weisbart oversees the Institute's program of economic research and analysis, preparing studies in support of the organization's communications mission, speaking to media and conducting briefings for member companies, industry organizations and public policymakers. A specialist in annuities, pensions, and life, disability and long-term care insurance, Dr. Weisbart frequently also makes presentations on property/casualty issues to industry audiences as well as legislative forums.
Since joining the I.I.I. in 2005, Dr. Weisbart has authored several significant research papers and articles on a variety of insurance issues, including the threat of an avian flu pandemic and the effect of the aging U.S. population on the property/casualty insurance industry.
Before joining the I.I.I., Dr. Weisbart served as vice president at Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF) in New York, where he was responsible for reports and informational publications for customers and others on insurance, pensions and related financial topics. Prior to joining TIAA-CREF he was associate professor of Insurance in the Department of Risk Management and Insurance in the Robinson College of Business at Georgia State University. Dr. Weisbart is a member of the American Risk and Insurance Association and the Society of Financial Service Professionals.
Dr. Weisbart received his Ph.D. and Master of Arts degrees in economics from the University of Pennsylvania, where he was an S.S. Huebner Foundation Fellow. He received a Bachelor of Arts degree in English from Cornell University. Dr. Weisbart also holds the Chartered Life Underwriter (CLU) credential.
Dr. Weisbart has authored and co-authored four books as well as papers that have appeared in numerous publications, including the Journal of Risk and Insurance, the Journal of Financial Service Professionals (where he was previously an Associate Editor), the CPCU Journal and Best's Review. Currently he serves on the editorial board of the Risk Management and Insurance Review. He has been quoted in leading publications such as The Wall Street Journal and Newsweek.
Dr. Weisbart is an adjunct professor at the School of Risk Management, Insurance, and Actuarial Science in the Tobin College of Business at St. John's University. |
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May 22, 2012
10 a.m.-Noon
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The NFIP and Beyond - Lessons Learned after the Flood
No tests need to be taken for webinar classes.
This course will focus on flooding and flood insurance, including lessons learned from recent events such as hurricanes Ivan, Katrina and Irene. In each of these weather events, properties were heavily damaged in areas that had not previously experienced serious flooding and were not thought to be at risk for flooding. Many residents of those areas were surprised at the exclusion of water related events from their property policies and uninformed about the availability and need for separate flood insurance. Common property policy terminology such as “concurrent causation” and “waterborne material” will be discussed as well as terminology and coverage issues inherent in the Standard Flood Insurance Policy and typical Excess Flood policies.
LEARNING OBJECTIVES:
1. To discuss the potential for water claims, including flood, sewer backup and damage by waterborne material.
2. To comprehend the uniqueness of the definition of “flood” as used by the NFIP and explore opportunities for flooding.
3. To review terminology in both standard property policies and flood insurance as provided by the National Flood Insurance Program (NFIP) and excess flood insurance.
4. To identify applicability of the “concurrent causation” doctrine with regard to flooding events.
5. To explore limitations applied to basements, elevated buildings and property of others and review property not covered by the scope of the NFIP standard flood policy, both residential and commercial.
6. To compare valuation of property in private sector insurance policies and the Federal flood policy.
7. To discuss the availability of indirect coverage such as additional living expenses or loss of income following a flooding event.
8. To explore some recent claim scenarios and the appeal procedure outlined by the NFIP.
9. To review availability of and requirements for disaster assistance following a flooding event. |
NYCR-236685
2BR, C3, PC, PA
NJCE: 2 GEN
#88892685
CTCE: 2 PC
106500
NHCE-474934
2 GEN
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Rita Hollada, CIC, CPCU, CPIA
vice president of The Insurance Professionals, Inc. |
Rita Hollada is the vice president of The Insurance Professionals, Inc., a consulting and professional education group. She is an honors graduate of Virginia Tech in Blacksburg, VA and began her professional career in human resources management before entering the insurance industry in 1979 when she and her husband started an agency from scratch. She remains a licensed agent and broker.
Rita earned the designation of Accredited Advisor in Insurance in 1983, followed by the designations of Chartered Property Casualty Underwriter in 1987 and Certified Insurance Counselor in 1988. In 1997, she was awarded PIA National's Presidential Award for her work with flood insurance and natural disaster legislation. She received the CPIA designation in 1998 after assisting that organization with the development of its Saleswise Success Seminars. In 2012 she was recognized with the PIA National Lifetime Achievement Award at the National Flood Insurance Program Annual Conference.
Rita remains an active member of the insurance industry, representing PIA National on several committees. She is also a contributor to numerous magazines and professional journals. Rita wrote a regular column on flood insurance issues for the PIA magazine for several years. She currently serves on the Flood Insurance Producers National Committee where she served as Chairman for two years. She also has served on the board of the Natural Disaster Coalition.
In addition to the insurance industry, Rita has been invited to speak on effective communication and customer service to many diverse groups. She is a member of the national faculty of the CIC program as well as an instructor for other National Alliance programs. She designs and instructs special topic courses for insurance companies, agencies, industry associations and local community colleges and often works as a consultant with agencies on agency management issues.
PIA National Flood Insurance Expert M. Rita Hollada
Receives PIA Lifetime Achievement Award at NFIP Conference
Austin, TX — M. Rita Hollada, CPCU, CIC, CPIA, AAI, was honored with a PIA Lifetime Achievement award for excellence and expertise in flood insurance. The award was presented May 8, 2012 in Austin, Texas during the national conference of the National Flood Insurance Program (NFIP).
Hollada, an independent insurance agent from Selbyville, Delaware, has served as PIA National’s representative to both the NFIP and the Flood Insurance Producers National Committee (FIPNC). She is recognized as one of the nation’s most experienced and knowledgeable educators about flood risk. She teaches courses on flood insurance to her fellow independent insurance agents across the country and has served as PIA’s public spokesperson on flood insurance issues.
“It is very fitting that we’re making this presentation here at the NFIP Conference where we are joined by all the NFIP staff and related industry representatives who know, respect and love you so much,” said Richard A. Clements, secretary/assistant treasurer of PIA National and its representative to the NFIP and FIPNC, who presented the award. “We’re here to publicly recognize and celebrate you – and all that you have so tirelessly, unselfishly and enthusiastically done for the NFIP program and most of all for PIA members and all insurance producers, along with their customers who are insured under the NFIP.”
“Rita, even though we know that you will be adding to your long list of accomplishments for many more years to come, you should know that you have set a very high standard, to which all of us should aspire,” Clements said. “There are very few people in our industry who know so much, have contributed so much, have achieved so much, care so much and have made such a broad impact for the better.”
PIA National was joined in the special presentation by Dorothy Doyle, Assistant Vice President, Hartford Specialty/WYO; Dave Treutel on behalf of FIPNC; and Denny Kuhns on behalf of FEMA/NFIP.
Founded in 1931, PIA is a national trade association that represents member insurance agents and their employees who sell and service all kinds of insurance, but specialize in coverage of automobiles, homes and businesses. PIA members are Local Agents Serving Main Street America SM. PIA’s web address is www.pianet.com.
This press release online at:
http://www.pianet.com/news/press-releases/2012/holladawinsaward051012
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May 30 &
May
31, 2012
11 a.m.-1 p.m.
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2-part Webinar: NY AIP Producer Procedures Course - Don't Miss the 12/31/2012 Deadline!
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NY: 4 BR, C3, PC, PA |
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All certified producers are required to complete the Producer Procedures Course as a Continuing Education requirement and condition for continued certification with the New York Automobile Insurance Plan. This course must be completed once within every four-year cycle. The current cycle is 1/1/2009 through 12/31/2012. Don’t become uncertified! Complete the course this year and your next certification deadline won't be until Dec. 31, 2016.
PIANY’s AIP Producer Procedures Courses are available via 4-hour in-person/classroom courses or by two 2-hour webinars. Our “live” Webinars on May 30 and 31 deliver continued Plan certification plus NY CE credits right to your desktop. Completion of both webinars is required to satisfy the Plan’s 4-hour certification requirement.
New change from the plan - Effective March 28, 2012
Procedures Course Availability: The Plan is pleased to announce enhancements to the course requirements that now allow producers who are seeking NEW certification, to take the online Producer Procedures Course only when there is no in-person course available within a 50 mile radius within 60 days of the date of certification.
Producers whose certification is revoked or suspended and who make an application for re-certification are ineligible to complete the webinar. These producers must attend an in-person/classroom course.
Facts to know about the 2012 AIP renewal:
1) Either an agency or an individual agent will be listed as licensed for the AIP program. If an agency is listed under the program, every sub-licensee listed on the license, whether or not they write for the plan, must be certified. if you have any satellite offices within the agency the manager of the satellite office will also be required to be certified.
2) To satisfy a renewal, each person who has to be recertified must take the course in between the licensing period for that period. The last two renewal periods were:
a) January 1, 2009-December 31, 2012 (The renewal originally was for October 31, 2008 so if any took the course from Oct 31, 2008 –January 1, 2009, they would also be covered)
Topics include:
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Manuals and subscription requirements
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Purchasing supplies, eligibility and quotas
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Private passenger classifications, discounts
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Coverages, surcharges, payment options
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Effective dates of coverage
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Regulation 79 - NY Inspection Requirements
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Assignment hierarchy
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Insurer obligation and performance standards; peer review panel
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Cancellations, appellate rights, suspensions
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Trucks, tractors, trailers, special risk distribution pool, public transportation, etc.
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Garage coverage, non-owned coverage, light commercial physical damage
And more...
No tests need to be taken for webinar classes.
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Mishell Magnusson, CIC, CISR, FIPC
KJM Consulting & Training, Inc. |
Mishell is the co-owner of KJM Consulting & Training, Inc. in Munnsville, New York. KJM specializes in providing a broad range of high quality training programs to insurance agencies; insurance companies and banks throughout the north east. These programs, normally designed for Continuing Education credits, cover all areas of the insurance & banking business, providing comprehensive education at all levels in entry level insurance; customer service; Commercial Lines sales & service; Personal Lines sales & service as well as management techniques. In addition to the customized training KJM also provides consulting services focusing on E&O; Procedure Manual development and implementation; and Agency Management training techniques.
Prior to founding KJM in 2007; Mishell's insurance career began in the Personal Lines Department of a small independent insurance agency. She then worked for an AVEMCO Aviation Insurance Company; was the Insurance Benefits Analyst for Endicott Johnson Corporation; and worked as an Assistant to the Vice President of a Commercial Bank before returning to the independent insurance agency side of the business where she spent many years.
Mishell was named the 2004 National Customer Service Representative of the Year by PIA National. She was also named one of 25 Women in Leadership in New York State in 2004. Mishell graduated from Broome Community College with an Associates of Applied Science degree in Business Marketing Management.
Mishell currently holds New York State Property and Casualty Brokers and Agents Licenses; a New York State Life and Health Brokers License; a New York State Producer License to Act as a Consultant; a Certified Insurance Service Representative (CISR) designation; a Certified Insurance Counselor (CIC) designation; the Accredited Advisor of Insurance (AAI) designation; and the Federation of Insurance Professional Counselor (FIPC) designation.
A member of the Associate Faculty of Certified Insurance Counselors, Mishell is a frequent speaker for Professional Insurance Agents of New York, New Jersey, New Hampshire and Connecticut for CIC and CISR programs along with various other topics; and for the Independent Insurance Agents & Brokers of New York's Best Practices of Errors & Omission Loss Prevention along with their various other programs. Mishell is a past president of the Federation of New York Insurance Professionals and is a board member of the Insurance Professionals of the Mohawk Valley; she is the current President of the Madison County Historical Society along with being a member of the National Notary Association. |
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June 5, 2012
10 a.m.-11 a.m.
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NJ Personal Auto Policyholder Protection Regulations
Specifically geared to New Jersey, this Webinar will review the regulations that govern an insurer's underwriting actions. Specifically, it will address the placement of risks in tiers, the offer of renewals and the right to terminate a policy by cancellation or nonrenewal. The emphasis will be on protections under the law that benefit the policyholder.
This Course will cover the following:
Important definitions: Automobile, Automobile insurance, Insurance score
Underwriting: Acceptance criteria, Tier-rating plans, Tier placement
Renewal offer:Terms of offer, Renewal billings, Acceptance of offer, Second notice not needed
Cancellation: Grounds for cancellation, Cancellation notice, Effective date; pro-rata cancellation; exceptions, No "grace period", Unearned premium, Unearned commission, PAIP commission; effective date
Nonrenewal: Eligible person standard, Ineligible person standard, Nonrenewal notice, Suspension of nonrenewal privileges, Insurer reporting requirements
No tests need to be taken for webinar classes. |
NJCE: 1 GEN (88892544) |
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Dan Corbin
PIA's Director of Research |
Dan Corbin, CPCU, CIC, LUTC, has over 30 years of varied experience. He has worked as an agency owner, commercial service representative, producer, personal lines manager and insurance specialist for a mortgage lender. He is Business Issues Director at PIA (N.Y., N.J., Conn. & N.H.)
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June 21, 2012
10 a.m. -11 a.m.
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NJ Commercial Lines & Homeowners Policyholder Protection Regulations
This Webinar will review the regulations that govern an insurer's underwriting actions. Specifically, it will address the offer of renewals and the right to terminate a policy by cancellation or nonrenewal. The emphasis will be on protections under the law that benefit the policyholder.
This course will cover the following:
Definitions of Commercial Lines and Homeowners
Cancellation Provisions,Notice Provisions
Nonrenewal , Requirements, Amount of Renewal Premium, and Requirements
Midterm Cancellations , Requirements, Cancellation or Nonrenewal Policy Provisions, Cancellation or Nonrenewal Underwriting Guidelines, and Permissible Guidelines, Prohibition Against Certain Cancellation and Nonrenewal Provisions
No tests need to be taken for webinar classes. |
CE: 1 GEN (88892545) |
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Jim Pittz
PIA's Business Issues Director
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Jim Pittz brings more than 25 years of extensive insurance experience to PIA. Pittz is responsible for the development and implementation of PIA's overall technical industry -relations strategies and programs. He also advises PIA leaders and management on issues such as industry trends and PIA outreach. Additionally, Pittz provides members with information on insurance laws, regulations, residual market procedures, policy forms. Prior to PIA, he served as an underwriting manager for the Travelers Insurance Co., Glens Falls, N.Y., where he oversaw a national distribution book with more than $825 million in premium. Pittz's extensive background in the industry consists of working in business information and development for insurance technology companies; he also has worked for insurance carriers and independent agencies.
Pittz received his bachelor of arts degree at the State University of New York, Geneseo, N.Y. |
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June 28, 2012
10 a.m.-11 a.m.
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New Jersey Recordkeeping & Account Management
This webinar is for any producer or agency manager who wants to know more about record retention, and who needs to get up to speed on the rules regarding trust accounts and fund management.
Topics of dicussion:
Intro & Importance of Proper Recordkeeping and Account Management.
Overview of Specific Laws Governing Record Retention.
Timeframe for Retention of Documents.
Which Records Must Be Maintained.
Explanation of Electronic Records, UETA, allowability thereof.
Interaction with Evidence Rules for Courts.
Intro to Fund Management.
Use of Trust/Fiduciary Accounts.
Description of Trust Accounts, How they Operate, How they are Different from Regular Bank Accounts.
Procedure for Establishing Trust Account, Maintaining money in Trust Account.
FDIC Protection for Money in Trust Account. |
NJ: 1 GEN
(88892715)
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Campbell Wallace
Government Affairs Counsel
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No tests need to be taken for webinar classes.
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July 24, 2012
10 a.m.-1 p.m.
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E&O Hotspots...2012 and Beyond ^FF^UM
*New 3-hour format, get your E&O loss prevention & CE credit in one 3-hour session.
^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.
There are many areas that pose a significant risk to agencies as they transact business that, if not handled correctly, can cause and E&O claim. This Webinar will discuss hotspots that agencies need to be on the lookout for.
No tests need to be taken for webinar classes. |
NY: 3 BR, C3, LB, C1, LSB, LA, PC, PA (NYCR-235711)
NJ: 3 GEN (88892070)
CT: 3 PC (106024)
NH: 3 GEN (471578) |
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Curt Pearsall, CPCU, CPIA
President, Pearsall Associates, Inc. |
Curtis Pearsall is the founder and principal of Pearsall Associates, a consulting firm focused on providing expert Errors & Omissions (E&O) loss control and risk management services to insurance agencies. He also provides litigation consultation and expert witness testimony for agencies and insurers.
Pearsall has more than two decades of experience in managing a national agents E&O program for Utica National. His prior background also includes more than five years as an insurance agent, so he has a hands-on knowledge of the agency world. He holds the designations of CPCU, CPIA, AU, ARM and AIAF.
Pearsall is President of the American Insurance Marketing & Sales (AIMS) Society.
Pearsall's writings on the topic of E&O regularly in Insurance Journal, Rough Notes and the numerous PIA state association publications. He is also a noted speaker, having made speaking engagements and seminars for various organizations at venues throughout the country.
Connect with Curtis Pearsall on LinkedIn |
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August 16, 2012
10 a.m. -11 a.m.
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Business Income-Learning From Claims of the Past
Learn how to improve the key elements pertaining to business income.
This course will cover the following:
Definition and Goals of Business Income
Principal of Indemnity and Definition
Time Element Formula
Disability, Property, and Business Income Insurance.
Insuring Agreement
Time Deductible, Period of Restoration, Net Income, Continuing Expenses, Extra Expense,
Extended Period of Indemnity, Suspension of Your Operations, Damage to Property, Requirements & Concepts.
Real Life Components of a Loss
Broken down into Five Stages. Beginning with Politics and Ordinances and Ending with Restoring Profits.
Three Parts to a BI/EE Claim
Facts:
43% of Business never re-open
Of 43% that do re-open, almost 50% fail
40% have Impaired Credit / Income
17% Survive Unimpaired
Civil Authority Coverage
Civil Authority Requirements and Claims Examples.
Dependent Properties
Leader Locations
Contributing Locations
Manufacturing Locations
Recipient Locations
International Dependent Properties
Lessons Learned Q&A
Examples:
Are Mortgage payments Continuing Expenses?
If your business is currently experiencing a $200,000 net loss, does it need Business Income coverage?
No tests need to be taken for webinar classes.
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NYCR-236683
1 BR, C3, PC, PA
NJCE: 1 GEN
#88892686
NHCE-474935
1 GEN |
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Steven D. Lyon, CPCU, CIC, CRM, AAI, ARM, AIS
Lyon Consulting Services, LLC
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Steven D. Lyon is the founder and principal of Lyon Consulting Services, LLC, an independent management consulting and educational firm. Lyon utilizes the 24 years of expertise and experience that comes from owning, operating, and managing one of the most respected and profitable insurance agencies in northern New Jersey.
In addition to owning an independent agency, Steve has served as the regional director of education for a large brokerage firm, and was a regional vice president in charge of personal lines for the insurance division of a dynamic banking institution.
He provides a wide variety of management tools and guidance techniques to assist agencies with practical, hands-on knowledge, measurably improving their efficiency, effectiveness, and profitability. Steve has earned his CPCU, CIC, CRM, AAI, ARM and AIS designations and lectures for many agencies and companies in the tri-state area. He has worked with PIA, IIANJ, and the Society of CIC; and his consistently high ratings and unique teaching style make him a favorite among seminar attendees. |
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Sept. 5 &
Sept. 6, 2012
11 a.m.-1 p.m.
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2-part Webinar: NY AIP Producer Procedures Course |
NY: 4 BR, C3, PC, PA
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Two-part package. Need to take the NYAIP producers procedures course? For the first time, NYAIP is allowing continued certification via webinar.
PIA's NYAIP Producer Procedures Course live Webinars deliver "continued" NY Auto Insurance Plan certification plus NY CE credits—right to your desktop.
Completion of both Webinars will provide continued certification for four years. This course is not for first-timers. (*Both Webinars must be taken to satisfy the Plan's requirements.)
The following are ineligible to complete the Webinar: (Thus the in-person classroom program must be taken)
Producers seeking new certification and Producers whose certification is revoked or suspended and who make an application for re-certification.
Facts to know about the 2012 AIP renewal:
1) Either an agency or an individual agent will be listed as licensed for the AIP program. If an agency is listed under the program, every sub-licensee listed on the license, whether or not they write for the plan, must be certified. if you have any satellite offices within the agency the manager of the satellite office will also be required to be certified.
2) To satisfy a renewal, each person who has to be recertified must take the course in between the licensing period for that period. The last two renewal periods were:
a) January 1, 2009-December 31, 2012 (The renewal originally was for October 31, 2008 so if any took the course from Oct 31, 2008 –January 1, 2009, they would also be covered)
b) October 31, 2004-October 31, 2008 (or extension to January 1, 2009).
c) If you took your AIP course in 12/07, you would be satisfying the requirement for the October 31, 2004-October 31, 2008 period.
Only producers seeking continued certification will be eligible to complete this Webinar course. For CONTINUED certification with the NY Auto Insurance Plan: Anyone who successfully completes this two-part Webinar package between now and Dec. 31, 2012 will have satisfied the Plan's “every four year course requirement” and your next course completion deadline will be Dec. 31, 2016.
Topics include:
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Manuals and subscription requirements
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Purchasing supplies, eligibility and quotas
-
Private passenger classifications, discounts
-
Coverages, surcharges, payment options
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Effective dates of coverage
-
Regulation 79 - NY Inspection Requirements
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Assignment hierarchy
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Insurer obligation and performance standards; peer review panel
-
Cancellations, appellate rights, suspensions
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Trucks, tractors, trailers, special risk distribution pool, public transportation, etc.
-
Garage coverage, non-owned coverage, light commercial physical damage
And more...
No tests need to be taken for webinar classes.
Effective March 28, 2012
Procedures Course Availability: The Plan is pleased to announce enhancements to the course requirements that now allow producers who are seeking NEW certification, to take the online Producer Procedures Course only when there is no in-person course available within a 50 mile radius within 60 days of the date of certification. The Producer Procedures Course may be taken through either of the following producer organizations:
- Professional Insurance Agents of New York (PIANY)
- Independent Insurance Agents and Brokers of New York (IIABNY)
Previously those seeking NEW certification HAD to take a classroom (in-person) course, now they can do online within the conditions stated above.
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Mishell Magnusson, CIC, CISR, FIPC
KJM Consulting & Training, Inc. |
Mishell is the co-owner of KJM Consulting & Training, Inc. in Munnsville, New York. KJM specializes in providing a broad range of high quality training programs to insurance agencies; insurance companies and banks throughout the north east. These programs, normally designed for Continuing Education credits, cover all areas of the insurance & banking business, providing comprehensive education at all levels in entry level insurance; customer service; Commercial Lines sales & service; Personal Lines sales & service as well as management techniques. In addition to the customized training KJM also provides consulting services focusing on E&O; Procedure Manual development and implementation; and Agency Management training techniques.
Prior to founding KJM in 2007; Mishell's insurance career began in the Personal Lines Department of a small independent insurance agency. She then worked for an AVEMCO Aviation Insurance Company; was the Insurance Benefits Analyst for Endicott Johnson Corporation; and worked as an Assistant to the Vice President of a Commercial Bank before returning to the independent insurance agency side of the business where she spent many years.
Mishell was named the 2004 National Customer Service Representative of the Year by PIA National. She was also named one of 25 Women in Leadership in New York State in 2004. Mishell graduated from Broome Community College with an Associates of Applied Science degree in Business Marketing Management.
Mishell currently holds New York State Property and Casualty Brokers and Agents Licenses; a New York State Life and Health Brokers License; a New York State Producer License to Act as a Consultant; a Certified Insurance Service Representative (CISR) designation; a Certified Insurance Counselor (CIC) designation; the Accredited Advisor of Insurance (AAI) designation; and the Federation of Insurance Professional Counselor (FIPC) designation.
A member of the Associate Faculty of Certified Insurance Counselors, Mishell is a frequent speaker for Professional Insurance Agents of New York, New Jersey, New Hampshire and Connecticut for CIC and CISR programs along with various other topics; and for the Independent Insurance Agents & Brokers of New York's Best Practices of Errors & Omission Loss Prevention along with their various other programs. Mishell is a past president of the Federation of New York Insurance Professionals and is a board member of the Insurance Professionals of the Mohawk Valley; she is the current President of the Madison County Historical Society along with being a member of the National Notary Association. |
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September 25, 2012
10 a.m. -11 a.m.
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How Your Clients are Impacted by the Federal Lead-based Paint Certification Requirements
This webinar is to educate insurance brokers and agents on the basic requirements of the EPA's federal Lead-based paint Renovation, Repair and Painting rule (40 CFR Part 745) effective 4/11/2010. This new federal law has created a need for entities who receive compensation for any pre-1978 residential or child occupied paint disturbances to maintain both Pollution as well as Professional liability insurance specifically for lead-based paint coverage. This webinar will educate you on this new federal law, the risk to the insureds and the risk to you if you do not obtain in writing that you offered the appropriate insurance. This webinar will educate you on the solution for you and your insureds as well as any prospects you might want to begin to build a relationship with. This webinar was designed to provide you with the education necessary to properly educate your clients & prospects, to earn their trust that you are continually watching out for their best interest, while simultaneously documenting the offering and potentially providing the coverage.
Lee Wasserman, President, LEW Corp.
No tests need to be taken for webinar classes. |
NYCE: 1 BR, C3, PC, PA
NYCR-236802 |
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Lee Wasserman
President, LEW Corporation
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As the president of LEW Corporation, Wasserman always welcomes the opportunity to share LEW Corporation's nationally recognized environmental expertise and unsurpassed level of customer service. For over a decade, LEW Corporation has taken great pride in servicing its clients and assuring their satisfaction.
Since inception in 1991, LEW Corporation has worked very hard to become known as one of the country's premier environmental firms, and Wasserman is very proud to state that LEW Corporation has achieved such recognition. Wasserman's goal is to make sure LEW Corporation manintains this recognition by providing clients with the level of service they desire and deserve. It has become a part of LEW Corporation's mission to provide clients with unsurpassed reliability, dependability and environmental expertise while finishing projects on time and, most importantly, within budget.
Wasserman welcomes the opportunity to establish a mutually beneficial long-term relationship and would be delighted to get together to further discuss how LEW Corporation may be of service to you. |
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October 2 , 2012
Noon. -1 p.m.
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NEW! S.O.S.
Sales Opportunities Series: Part 3
PIA answers your call for sales Webinars
Renewals-The Second Chance Sale
Prices are rising and your clients are shopping! Some agencies have taken the stance that they will just “re-quote everything” and are looking for ways to actually reduce prices rather than looking for ways to improve the quality of business they have. While this may have short term benefits relative to retaining the account, but what is the long-term affect on the client’s expectation of what should happen with regard to their renewal?
During this hour long Webinar we will discuss the “When, How and What” components of an effective renewal process
- When – Timing is Everything - Daily, Weekly but never Monthly
- How – Communicating with Client - E-Mails, Phone Calls and Face-to-Face
- What – It’s all about the Sales - Upsell, Cross Sell and Re-Sell
Attendees of this webinar will have the tools needed to examine their current renewal process and begin to make tangible changes that will produce positive results. With more than 87% of most agencies’ revenue being derived from this process, agencies need to maximize this critical interaction with their clients
No tests need to be taken for webinar classes.
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CE: TBA |
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John Fear, CPIA
National Director of Agency Development
|
John Fear has worked in the insurance industry for over twenty years in the areas of Life & Annuity, Small Commercial, Boiler & Machinery, Field Operations, Process Engineering and Personal Insurance. In 2007, John left the corporate life to start his own consulting firm – Premier Business Consulting.
As National Director of Agency Development at Travelers, John conducted nearly 100 workshops for agency owners and principals (with 1,500+ attendees). John also developed and facilitated over 60 Sales training sessions throughout the country for more than 2,000 Producers and CSRs. He has consulted with dozens of agents across the country, focusing on improving sales and maximizing operational efficiencies.
Since starting his own business, he has been a featured presenter at several National Sales Meetings for major insurance companies and Independent Agency organizations. Those experiences have given him an outstanding knowledge of, and insight into, real life solutions that effectively meet agency needs. His workshops enable agents to meet and exceed their business objectives by incorporating sound business principles into their everyday operations.
John lives in the Adirondack Region of New York State with his wife Cheryl and their two year old Cairn terrier Sasha. |
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October 4, 2012
2-3 p.m. |
Calling all independent agents: You are a cut above direct writers. Show your clients how!
The Changing Consumer…and How to Use Digital Marketing to Grow Your Agency
Don't miss this essential Webinar with digital marketing expert Michael Jans!
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N/A |
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Is your agency struggling to market in our fast-paced digital world? Are you stuck doing things the "old way?" This Webinar will show you what you are missing when it comes to the digital revolution and insurance marketing.
Topics include:
1. Changes in consumer research and buying behavior
2. How "mega-marketers" like GEICO, Progressive and Esurance are responding to that.
3. The LATEST changes in consumer behavior...(50% of searches will be on MOBILE) and why an simply having a website will be "yesterday's" Internet
4. Avoiding the 6 most common mistakes that agents make when they "go digital"
5. How to drive traffic to your site
6. What your site should and should NOT do
7. Using Social Media for traffic generation
8. How to use digital marketing on the "back end" to cross sell clients, get referrals and boost retention
9. "Advanced" technique that every agent should know: PURL's, Landing Pages, A/B Split Testing, video, etc. - all designed to boost response
10. Digital techniques to build a marketing/sales culture in your agency
No tests need to be taken for webinar classes.
 |
Michael Jans
President, Agency Revolution |
Michael Jans is the president of Agency Revolution, an organization specializing in Search Engine Optimization, Social Media, Custom Campaigns, Automated Insurance Marketing System, Increase Leads and Traffic To Your Website, Pay Per Click, Website Design, and much more.
Michael Jans and his team have coached, trained and consulted with over 7500 insurance agents throughout 5 continents for almost 20 years. Michael is the author of over 23 different courses, books and programs, delivering high-profit business and marketing strategies to the insurance agency principal. His work has been featured in Rough Notes, American Agent & Broker, Independent Agent, The Canadian Underwriter, Best's Review and many more industry publications. Independent Agent called him "the marketing maven" and Professional Agent hailed him as "the insurance marketing guru." The offices of Agency Revolution are located in beautiful Bend, Oregon, overlooking the Cascade Mountain Range. Michael's clients praise his marketing breakthroughs for delivering real-world results. |
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October 11 & 12, 2012
11 a.m. -1 p.m.
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2-part Webinar: NJ PAIP/CAIP
PAIP/CAIP certification is required every four years, from the date of your last certification course. This course, offered by webinar, consists of two webinars, Parts 1 & 2. Both parts must be completed for PAIP/CAIP certification; the course must be completed in no more than two sessions. All sessions must be completed by the same person. Session 2 must be completed within 12 months of Session 1.
2-part package registration
$80 member, $100 nonmember per person/per computer. Each registrant must be registered and logged in individually to earn credit. Both sessions must be completed by the same person. Registration fee includes a PDF copy of the PAIP/CAIP manual, to be included in your confirmation.
*Only producers wishing to continue (maintain) their certification will be eligible to complete this course via webinar.
The following are ineligible to complete the course via webinar:
- Producers seeking new certification. Producers applying for certification for the 1 st time must complete the 4-hourcourse in a CLASSROOM SETTING.
- Producers whose certification is revoked or suspended CANNOT take these webinars for re-certification.
No tests need to be taken for webinar classes. |
Part 1:
NJCE:
2 GEN
(88891403)
Part 2:
NJCE:
2 GEN
(88891404)
|
Part 1 
Part 2 
Price: $40 member,
$50 non.
Price per each webinar
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(Top of page) |
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Oct. 16, 2012
12 p.m.- 1 p.m. |
NEW! S.O.S.
Sales Opportunities Series: Part 1
PIA answers your call for sales Webinars
Selling Value in a Price- Driven Market
This one hour webinar will identify ways to share with your clients why having better coverage is more important than having a lower price. In a marketplace where businesses are watching every dollar of expense and individuals are being bombarded with “cheaper and faster is better” messages on every medium, how do you get a client to be open to spending the time necessary to determine their needs and develop a plan that meets those needs?
- What message is your agency using to attract new clients?
- How does your staff handle the “I need to ‘save money’ on my insurance” interaction?
- How are you determining the needs of your clients during the quoting process?
- When evaluating a risk, do you understand the critical success factors of your clients and do you have a plan to position coverages with, “What would be the impact to your business if…?”
Given the current market conditions of increasing prices after a year that saw the industry experience $35B in losses, focusing on the value that the right coverage affords in this challenging environment is more important than ever. An agency’s ability to differentiate themselves as a value centric leader versus a price sensitive follower will reap long term positive results.
No tests need to be taken for webinar classes. |
CE N/A |




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John Fear, CPIA
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| John Fear has worked in the insurance industry for over twenty years in the areas of Life & Annuity, Small Commercial, Boiler & Machinery, Field Operations, Process Engineering and Personal Insurance. In 2007, John left the corporate life to start his own consulting firm – Premier Business Consulting.
As National Director of Agency Development at Travelers, John conducted nearly 100 workshops for agency owners and principals (with 1,500+ attendees). John also developed and facilitated over 60 Sales training sessions throughout the country for more than 2,000 Producers and CSRs. He has consulted with dozens of agents across the country, focusing on improving sales and maximizing operational efficiencies.
Since starting his own business, he has been a featured presenter at several National Sales Meetings for major insurance companies and Independent Agency organizations. Those experiences have given him an outstanding knowledge of, and insight into, real life solutions that effectively meet agency needs. His workshops enable agents to meet and exceed their business objectives by incorporating sound business principles into their everyday operations.
John lives in the Adirondack Region of New York State with his wife Cheryl and their two year old Cairn terrier Sasha. |
(Top of page) |
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Oct. 23, 2012
10 a.m.-1 p.m.
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E&O Hotspots...2012 and Beyond
*New 3-hour format, get your E&O loss prevention & CE credit in one 3-hour session.
^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.
There are many areas that pose a significant risk to agencies as they transact business that, if not handled correctly, can cause and E&O claim. This Webinar will discuss hotspots that agencies need to be on the lookout for.
No tests need to be taken for webinar classes. |
NY: 3 BR, C3, LB, C1, LSB, LA, PC, PA (NYCR-235711)
NJ: 3 GEN (88892070)
CT: 3 PC (106024)
NH: 3 GEN (471578) |
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Curt Pearsall, CPCU, CPIA
President, Pearsall Associates, Inc. |
Curtis Pearsall is the founder and principal of Pearsall Associates, a consulting firm focused on providing expert Errors & Omissions (E&O) loss control and risk management services to insurance agencies. He also provides litigation consultation and expert witness testimony for agencies and insurers.
Pearsall has more than two decades of experience in managing a national agents E&O program for Utica National. His prior background also includes more than five years as an insurance agent, so he has a hands-on knowledge of the agency world. He holds the designations of CPCU, CPIA, AU, ARM and AIAF.
Pearsall is President of the American Insurance Marketing & Sales (AIMS) Society.
Pearsall's writings on the topic of E&O regularly in Insurance Journal, Rough Notes and the numerous PIA state association publications. He is also a noted speaker, having made speaking engagements and seminars for various organizations at venues throughout the country.
Connect with Curtis Pearsall on LinkedIn |
(Top of page)
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NEW! S.O.S.
Sales Opportunities Series: Part 2
PIA answers your call for sales Webinars
Don't Ask, Don't Sell
Every agent knows how difficult it is just to get a client to contact their agency and yet, once they have the client's attention, they are satisfied with quoting the single line of business they requested. Statistics also show that the best retention of clients is with those that have multiple lines of business versus those written mono-line and yet, on average, most agencies have more than half of their clients written with only one line of business.
After reviewing the components of effective questioning techniques, we will then cover some practical applications of those principles – such as
When a client just asks for Auto, how do you ask for the Homeowners?
What are the most effective times in the interaction to ask for the “ other line ”?
When you encounter an objection, what is the best way to overcome it?
Throughout this webinar we will address specific instances where there are opportunities to be more effective with every client we have when it comes to writing additional lines. Not only will this have a positive affect with regard to client interaction, but will also have positive long-term effects on the retention of those same clients.
No tests need to be taken for webinar classes. |
CE: N/A |
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John Fear, CPIA
National Director of Agency Development
|
John Fear has worked in the insurance industry for over twenty years in the areas of Life & Annuity, Small Commercial, Boiler & Machinery, Field Operations, Process Engineering and Personal Insurance. In 2007, John left the corporate life to start his own consulting firm – Premier Business Consulting.
As National Director of Agency Development at Travelers, John conducted nearly 100 workshops for agency owners and principals (with 1,500+ attendees). John also developed and facilitated over 60 Sales training sessions throughout the country for more than 2,000 Producers and CSRs. He has consulted with dozens of agents across the country, focusing on improving sales and maximizing operational efficiencies.
Since starting his own business, he has been a featured presenter at several National Sales Meetings for major insurance companies and Independent Agency organizations. Those experiences have given him an outstanding knowledge of, and insight into, real life solutions that effectively meet agency needs. His workshops enable agents to meet and exceed their business objectives by incorporating sound business principles into their everyday operations.
John lives in the Adirondack Region of New York State with his wife Cheryl and their two year old Cairn terrier Sasha. |
(Top of page) |
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Nov. 13, 2012
10 a.m.-10:40 a.m.
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How to Turn a CSR's Mindset into a Sales Generator in Four Simple, Yet Elusive, Steps
You have heard it all before: Good selling is good service, set goals, reward performance, every call is a sales opportunity, we manage what we measure, bla bla bla.
If cross-selling, up-selling and closing new business is a requisite component of service delivery, why then does it remain such an elusive skill for so many insurance service professionals? Join Sheldon Snodgrass, of SteadySales.com for a lively, fast-paced, 40-minute webinar that dissects the four-part answer to that question, and delivers clear action steps that can help you turn your service mindset into a sales generator.
Light on theory and heavy on practice, this program will reveal simple choices you can make to address:
1.Why sales and service are two sides of the same coin, yet remain miles apart.
2.Why you are likely measuring the wrong things when it comes to boosting the sales performance of your service team.
3. Why sales scripts are a blessing and a curse.
4. Why good selling intentions often fizzle out before results manifest.
No tests need to be taken for webinar classes. |
NO
CE Credit
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J.Sheldon Snodgrass, MBA
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Sheldon Snodgrass, MBA, launched his professional career out of a Military cargo plane at the US Army Airborne School in 1987. After four years as an Army officer, Sheldon advanced through various professional roles in the sales and marketing arena. He cut his teeth as a commission-only sales representative in Boston where his success led to a promotion as a sales trainer for the world’s third largest travel franchise company (Uniglobe Travel). He then moved his young family to Western Massachusetts where he spearheaded the strategic marketing efforts of a spin-off entity for the largest utility company in New England (Northeast Utilities). Sheldon was then recruited to the technology sector, working first to create a sales organization in a boutique software company (REMI), then as an account executive for a global information technology consultancy (Covansys, NASDAQ: cvns).
When Covansys closed its Springfield branch, Sheldon remained in the Pioneer Valley, where he discovered boundless opportunities to provide sales and marketing know-how to small companies. Along the way he earned an MBA from UMass Amherst, and became a certified Entrepreneurial Business Planning Instructor through the NxLevel Educational Foundation.
Sheldon is also a Certified Guerrilla Marketing Coach, a designation earned in the only program of it’s kind endorsed by world famous author, Jay Conrad Levinson, the creator of the Guerrilla Marketing series of books. He has parlayed his affection for small businesses, his corporate sales and marketing experience, and continuous professional development to create his own consulting firm called The Steady Sales Group. Based out of Massaschusets, he now specializes in helping solopreneurs and sales people throughout the United States close more sales, make more money, and worry less.
Lest he be too consumed with work, his two young daughters and roles as a ski instructor and white water rafting guide keep him focused on matters of the heart. Mr. Snodgrass also volunteers his time as a support group facilitator for the Men’s Resource Center of Western Massachusetts. |
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Nov. 27 &
Nov.
28, 2012
11 a.m.-1 p.m.
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2-part Webinar: NY AIP Producer Procedures Course |
NY: 4 BR, C3, PC, PA
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Two-part package. Need to take the NYAIP producers procedures course? For the first time, NYAIP is allowing continued certification via webinar.
PIA's NYAIP Producer Procedures Course live Webinars deliver "continued" NY Auto Insurance Plan certification plus NY CE credits—right to your desktop.
Completion of both Webinars will provide continued certification for four years. This course is not for first-timers. (*Both Webinars must be taken to satisfy the Plan's requirements.)
The following are ineligible to complete the Webinar: (Thus the in-person classroom program must be taken)
Producers seeking new certification and Producers whose certification is revoked or suspended and who make an application for re-certification.
Facts to know about the 2012 AIP renewal:
1) Either an agency or an individual agent will be listed as licensed for the AIP program. If an agency is listed under the program, every sub-licensee listed on the license, whether or not they write for the plan, must be certified. if you have any satellite offices within the agency the manager of the satellite office will also be required to be certified.
2) To satisfy a renewal, each person who has to be recertified must take the course in between the licensing period for that period. The last two renewal periods were:
a) January 1, 2009-December 31, 2012 (The renewal originally was for October 31, 2008 so if any took the course from Oct 31, 2008 –January 1, 2009, they would also be covered)
b) October 31, 2004-October 31, 2008 (or extension to January 1, 2009).
c) If you took your AIP course in 12/07, you would be satisfying the requirement for the October 31, 2004-October 31, 2008 period.
Only producers seeking continued certification will be eligible to complete this Webinar course. For CONTINUED certification with the NY Auto Insurance Plan: Anyone who successfully completes this two-part Webinar package between now and Dec. 31, 2012 will have satisfied the Plan's “every four year course requirement” and your next course completion deadline will be Dec. 31, 2016.
Topics include:
-
Manuals and subscription requirements
-
Purchasing supplies, eligibility and quotas
-
Private passenger classifications, discounts
-
Coverages, surcharges, payment options
-
Effective dates of coverage
-
Regulation 79 - NY Inspection Requirements
-
Assignment hierarchy
-
Insurer obligation and performance standards; peer review panel
-
Cancellations, appellate rights, suspensions
-
Trucks, tractors, trailers, special risk distribution pool, public transportation, etc.
-
Garage coverage, non-owned coverage, light commercial physical damage
And more...
No tests need to be taken for webinar classes.
Effective March 28, 2012
Procedures Course Availability: The Plan is pleased to announce enhancements to the course requirements that now allow producers who are seeking NEW certification, to take the online Producer Procedures Course only when there is no in-person course available within a 50 mile radius within 60 days of the date of certification. The Producer Procedures Course may be taken through either of the following producer organizations:
- Professional Insurance Agents of New York (PIANY)
- Independent Insurance Agents and Brokers of New York (IIABNY)
Previously those seeking NEW certification HAD to take a classroom (in-person) course, now they can do online within the conditions stated above.
 |
Mishell Magnusson, CIC, CISR, FIPC
KJM Consulting & Training, Inc. |
Mishell is the co-owner of KJM Consulting & Training, Inc. in Munnsville, New York. KJM specializes in providing a broad range of high quality training programs to insurance agencies; insurance companies and banks throughout the north east. These programs, normally designed for Continuing Education credits, cover all areas of the insurance & banking business, providing comprehensive education at all levels in entry level insurance; customer service; Commercial Lines sales & service; Personal Lines sales & service as well as management techniques. In addition to the customized training KJM also provides consulting services focusing on E&O; Procedure Manual development and implementation; and Agency Management training techniques.
Prior to founding KJM in 2007; Mishell's insurance career began in the Personal Lines Department of a small independent insurance agency. She then worked for an AVEMCO Aviation Insurance Company; was the Insurance Benefits Analyst for Endicott Johnson Corporation; and worked as an Assistant to the Vice President of a Commercial Bank before returning to the independent insurance agency side of the business where she spent many years.
Mishell was named the 2004 National Customer Service Representative of the Year by PIA National. She was also named one of 25 Women in Leadership in New York State in 2004. Mishell graduated from Broome Community College with an Associates of Applied Science degree in Business Marketing Management.
Mishell currently holds New York State Property and Casualty Brokers and Agents Licenses; a New York State Life and Health Brokers License; a New York State Producer License to Act as a Consultant; a Certified Insurance Service Representative (CISR) designation; a Certified Insurance Counselor (CIC) designation; the Accredited Advisor of Insurance (AAI) designation; and the Federation of Insurance Professional Counselor (FIPC) designation.
A member of the Associate Faculty of Certified Insurance Counselors, Mishell is a frequent speaker for Professional Insurance Agents of New York, New Jersey, New Hampshire and Connecticut for CIC and CISR programs along with various other topics; and for the Independent Insurance Agents & Brokers of New York's Best Practices of Errors & Omission Loss Prevention along with their various other programs. Mishell is a past president of the Federation of New York Insurance Professionals and is a board member of the Insurance Professionals of the Mohawk Valley; she is the current President of the Madison County Historical Society along with being a member of the National Notary Association. |
(Top of page) |
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July 24, 2012
10 a.m.-1 p.m.
|
E&O Hotspots...2012 and Beyond ^FF^UM
*New 3-hour format, get your E&O loss prevention & CE credit in one 3-hour session.
^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.
There are many areas that pose a significant risk to agencies as they transact business that, if not handled correctly, can cause and E&O claim. This Webinar will discuss hotspots that agencies need to be on the lookout for.
No tests need to be taken for webinar classes. |
NY: 3 BR, C3, LB, C1, LSB, LA, PC, PA (NYCR-235711)
NJ: 3 GEN (88892070)
CT: 3 PC (106024)
NH: 3 GEN (471578) |
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|
 |
Curt Pearsall, CPCU, CPIA
President, Pearsall Associates, Inc. |
Curtis Pearsall is the founder and principal of Pearsall Associates, a consulting firm focused on providing expert Errors & Omissions (E&O) loss control and risk management services to insurance agencies. He also provides litigation consultation and expert witness testimony for agencies and insurers.
Pearsall has more than two decades of experience in managing a national agents E&O program for Utica National. His prior background also includes more than five years as an insurance agent, so he has a hands-on knowledge of the agency world. He holds the designations of CPCU, CPIA, AU, ARM and AIAF.
Pearsall is President of the American Insurance Marketing & Sales (AIMS) Society.
Pearsall's writings on the topic of E&O regularly in Insurance Journal, Rough Notes and the numerous PIA state association publications. He is also a noted speaker, having made speaking engagements and seminars for various organizations at venues throughout the country.
Connect with Curtis Pearsall on LinkedIn |
(Top of page)
|
Dec. 4 &
Dec.
5, 2012
11 a.m.-1 p.m.
|
2-part Webinar: NY AIP Producer Procedures Course |
NY: 4 BR, C3, PC, PA
|
|
|
Two-part package. Need to take the NYAIP producers procedures course? For the first time, NYAIP is allowing continued certification via webinar.
PIA's NYAIP Producer Procedures Course live Webinars deliver "continued" NY Auto Insurance Plan certification plus NY CE credits—right to your desktop.
Completion of both Webinars will provide continued certification for four years. This course is not for first-timers. (*Both Webinars must be taken to satisfy the Plan's requirements.)
he following are ineligible to complete the Webinar: (Thus the in-person classroom program must be taken)
Producers seeking new certification and Producers whose certification is revoked or suspended and who make an application for re-certification
Facts to know about the 2012 AIP renewal:
1) Either an agency or an individual agent will be listed as licensed for the AIP program. If an agency is listed under the program, every sub-licensee listed on the license, whether or not they write for the plan, must be certified. if you have any satellite offices within the agency the manager of the satellite office will also be required to be certified.
2) To satisfy a renewal, each person who has to be recertified must take the course in between the licensing period for that period. The last two renewal periods were:
a) January 1, 2009-December 31, 2012 (The renewal originally was for October 31, 2008 so if any took the course from Oct 31, 2008 –January 1, 2009, they would also be covered)
b) October 31, 2004-October 31, 2008 (or extension to January 1, 2009).
c) If you took your AIP course in 12/07, you would be satisfying the requirement for the October 31, 2004-October 31, 2008 period.
Only producers seeking continued certification will be eligible to complete this Webinar course. For CONTINUED certification with the NY Auto Insurance Plan: Anyone who successfully completes this two-part Webinar package between now and Dec. 31, 2012 will have satisfied the Plan's “every four year course requirement” and your next course completion deadline will be Dec. 31, 2016.
Topics include:
-
Manuals and subscription requirements
-
Purchasing supplies, eligibility and quotas
-
Private passenger classifications, discounts
-
Coverages, surcharges, payment options
-
Effective dates of coverage
-
Regulation 79 - NY Inspection Requirements
-
Assignment hierarchy
-
Insurer obligation and performance standards; peer review panel
-
Cancellations, appellate rights, suspensions
-
Trucks, tractors, trailers, special risk distribution pool, public transportation, etc.
-
Garage coverage, non-owned coverage, light commercial physical damage
And more...
No tests need to be taken for webinar classes.
Effective March 28, 2012
Procedures Course Availability: The Plan is pleased to announce enhancements to the course requirements that now allow producers who are seeking NEW certification, to take the online Producer Procedures Course only when there is no in-person course available within a 50 mile radius within 60 days of the date of certification. The Producer Procedures Course may be taken through either of the following producer organizations:
- Professional Insurance Agents of New York (PIANY)
- Independent Insurance Agents and Brokers of New York (IIABNY)
Previously those seeking NEW certification HAD to take a classroom (in-person) course, now they can do online within the conditions stated above.
 |
Mishell Magnusson, CIC, CISR, FIPC
KJM Consulting & Training, Inc. |
Mishell is the co-owner of KJM Consulting & Training, Inc. in Munnsville, New York. KJM specializes in providing a broad range of high quality training programs to insurance agencies; insurance companies and banks throughout the north east. These programs, normally designed for Continuing Education credits, cover all areas of the insurance & banking business, providing comprehensive education at all levels in entry level insurance; customer service; Commercial Lines sales & service; Personal Lines sales & service as well as management techniques. In addition to the customized training KJM also provides consulting services focusing on E&O; Procedure Manual development and implementation; and Agency Management training techniques.
Prior to founding KJM in 2007; Mishell's insurance career began in the Personal Lines Department of a small independent insurance agency. She then worked for an AVEMCO Aviation Insurance Company; was the Insurance Benefits Analyst for Endicott Johnson Corporation; and worked as an Assistant to the Vice President of a Commercial Bank before returning to the independent insurance agency side of the business where she spent many years.
Mishell was named the 2004 National Customer Service Representative of the Year by PIA National. She was also named one of 25 Women in Leadership in New York State in 2004. Mishell graduated from Broome Community College with an Associates of Applied Science degree in Business Marketing Management.
Mishell currently holds New York State Property and Casualty Brokers and Agents Licenses; a New York State Life and Health Brokers License; a New York State Producer License to Act as a Consultant; a Certified Insurance Service Representative (CISR) designation; a Certified Insurance Counselor (CIC) designation; the Accredited Advisor of Insurance (AAI) designation; and the Federation of Insurance Professional Counselor (FIPC) designation.
A member of the Associate Faculty of Certified Insurance Counselors, Mishell is a frequent speaker for Professional Insurance Agents of New York, New Jersey, New Hampshire and Connecticut for CIC and CISR programs along with various other topics; and for the Independent Insurance Agents & Brokers of New York's Best Practices of Errors & Omission Loss Prevention along with their various other programs. Mishell is a past president of the Federation of New York Insurance Professionals and is a board member of the Insurance Professionals of the Mohawk Valley; she is the current President of the Madison County Historical Society along with being a member of the National Notary Association. |
(Top of page)
|
|
Dec. 11, 2012
10 a.m.-1 p.m.
|
E&O Hotspots...2012 and Beyond ^FF^UM
*New 3-hour format, get your E&O loss prevention & CE credit in one 3-hour session.
^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.
There are many areas that pose a significant risk to agencies as they transact business that, if not handled correctly, can cause and E&O claim. This Webinar will discuss hotspots that agencies need to be on the lookout for.
No tests need to be taken for webinar classes. |
NY: 3 BR, C3, LB, C1, LSB, LA, PC, PA (NYCR-235711)
NJ: 3 GEN (88892070)
CT: 3 PC (106024)
NH: 3 GEN (471578) |
|
|
 |
Curt Pearsall, CPCU, CPIA
President, Pearsall Associates, Inc. |
Curtis Pearsall is the founder and principal of Pearsall Associates, a consulting firm focused on providing expert Errors & Omissions (E&O) loss control and risk management services to insurance agencies. He also provides litigation consultation and expert witness testimony for agencies and insurers.
Pearsall has more than two decades of experience in managing a national agents E&O program for Utica National. His prior background also includes more than five years as an insurance agent, so he has a hands-on knowledge of the agency world. He holds the designations of CPCU, CPIA, AU, ARM and AIAF.
Pearsall is President of the American Insurance Marketing & Sales (AIMS) Society.
Pearsall's writings on the topic of E&O regularly in Insurance Journal, Rough Notes and the numerous PIA state association publications. He is also a noted speaker, having made speaking engagements and seminars for various organizations at venues throughout the country.
Connect with Curtis Pearsall on LinkedIn |
(Top of page) |
|
|