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Webinar FAQ

2014 Webinar sponsors:

Harleysville

Kingstone

Interested in sponsorship? Contact PIA for details or get the contract here.

Registration fees are $25 per person, per CE credit hour for members, $50 for nonmembers, unless otherwise noted.

(CE-approved Webinars must be taken on an individual basis to earn CE credit.)

No tests need to be taken for webinar classes.

 

 

PIA webinars

Earn CE right at your desk, with the best of the best ... LIVE!
Upcoming Webinars feature hot topics as instructed by Steve Anderson, Rita Hollada, Curtis Pearsall, Mishell Magnusson, John Fear and more!

See below for topic details.

Program Title / Instructor
Registration

May 6, 2014, 10 a.m.-11 a.m.

Top Ten Personal Lines Endorsements

Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS
Lyon Consulting Services, LLC

This course will cover the following important topics:

  • Endorsements: Only way to change a policy, Change request submission and issuance of endorsement.
  • A detailed look at the following: Loss assessment, Unit owners modified other insurance clause, Increasing coverage, Additional insured, Ordinance and law coverage, Personal injury and much more.

 

NYCE: 1 BR, C3, PC, PA
(NYCR-245671)

NJCE: 1 GEN
(#88895146)

CTCE: 1 PC
(#108475)

NHCE: 1 GEN Producer (#477710)


May 13, 2014, 10 a.m.-11 a.m.

Long Term Care Insurance

Katherine Kemp-Jensen, LUTCF, CIC, CLTC

 

What is long term care? Assistance that a person with a chronic illness needs in order to get through the day allowing them to maintain as normal a life as possible given the limitations of the chronic illness.

This course will cover how long term care has changed over the years, the different types of care available, the definition of key terms and everything an insurance professional should know about long term care. It will cover common objections and the questions that need to be asked.

NYCE: 1 BR, LB, C1, LA, PC
(NYCR-245532)

NJCE: 1 GEN
(#88895049)

CTCE: LH 1
(#108442)

NHCE: 1 GEN Producer (#477541)


May 20, 2014, 10 a.m.-12 p.m.

Training for Issuers of the ACORD 855 New York Construction Certificate of Liability Insurance Addendum

Dan Corbin, CPCU, CIC, LUTC

When required by the certificate holder, the ACORD 855 New York Construction Certificate of Liability Insurance Addendum should be used to supplement the ACORD 25 with more information about policies insuring contractors. This new form will be released by ACORD effective June 1, 2014. Because completion of the ACORD 855 form will require greater sophistication on the part of its issuers, a Forms Instruction Guide has been written. The purpose of this course is to train the issuer of certificates (i.e., producers and their customer service representatives) on the proper completion of the form with the assistance of the guide.

 

 

NYCE: 2 BR, C3, PC, PA
(NYCR-245572)


May 29, 2014, 10 a.m.-11 a.m.

Top Ten Commercial Lines Endorsements

Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS
Lyon Consulting Services, LLC

This course will cover the following important topics:

  • Endorsements: Only way to change a policy, Change request submission and issuance of endorsement.
  • A detailed look at the following: Fellow employee coverage, Employee hired autos, Additional covered property, Leased property, Pollution broadened coverage, Legal liability coverage, Amendment of liquor liability, Contractual limitation endorsements and much more.

NYCE: 1 BR, C3, PC, PA
(NYCR-245732)

NJCE: 1 GEN
(#88895147)

CTCE: 1 PC
(#108476)

NHCE: 1 GEN Producer (#477706)


June 17, 2014, 10 a.m.-1 p.m.

E&O Hotspots...2014 and Beyond ^UM/FF

Curt Pearsall, CPCU, CPIA
President, Pearsall Associates, Inc.

Sponsored by:

*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.

NYCE: 3 BR, C3, LB, C1, LSB, LA, PC, PA (NYCR-244869)

NJCE: 3 GEN (#88894735)

CTCE: PC 3 (#108296)

NHCE: 3 GEN Producer (#477532)


June 24, 2014, 10 a.m.-11 a.m.

Agency Staffing, Performance and Job Evaluations

Jonathan Persky, CPA, CIC, PHR

Agency Staff Job Performance Evaluations - Are you doing it right?

Who should participate: Agency owners and managers with supervisory responsibilities.

Compensation is the single biggest expense in an agency. Do you have competent staff and appropriate job descriptions? When it comes time to evaluate your staff's performance, is it something you enjoy or something you dread? This one hour webinar will address the following:

  • the characteristics of good managers and how to seek good CSR candidates to hire,
  • the need for accurate, detailed job descriptions,
  • how to tailor the performance evaluation process to specific positions.

NOT APPLICABLE for CE credit


June 26, 2014 and June 27, 2014, 10 am.- Noon

2-part Webinar: NY AIP Producer Procedures Course

Mishell Magnusson, CIC, CISR, 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:
(NYCE: 227771)

Part 2: (NYCE: 227772)

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

September 4, 2014, 10 a.m.-1 p.m.

E&O Hotspots...2014 and Beyond ^UM/FF

Curt Pearsall, CPCU, CPIA
President, Pearsall Associates, Inc.

Sponsored by:

*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.

NYCE: 3 BR, C3, LB, C1, LSB, LA, PC, PA (NYCR-244869)

NJCE: 3 GEN (#88894735)

CTCE: PC 3 (#108296)

NHCE: 3 GEN Producer (#477532)


September 18, 2014, 10 a.m.-11:45 a.m.

Agency Underwriting Profitability & Contingency Bonus Maximization

Rebecca Lathrop, CIC, CPIA

Agency growth and profitability is critical for the long-term success of any agency. Most agencies focus their attention to sales, production, and overall growth, not paying a great deal of attention to the profit levels of the business they are writing or bonus opportunities. This session will address how to properly analyze, monitor, and manage an agency’s underwriting profitability. We will identify the many factors that impact agency loss results. We will define different loss ratio measurements and how they can impact the agency’s opportunities for contingency/profit sharing bonuses, recognition programs, competitive rates, agency/carrier product capacity, and much more. But most importantly, we will provide agency tools and strategies to maintain/grow a profitable book of business and activities necessary to reverse adverse loss trends should an agency find itself in this situation.

NYCE: 2 BR, C3, LB, C1, LSB, LA, PC, PA (NYCR-245747)

NJCE: 2 GEN
(#88895266)

CTCE: PC 1 (#108587)

NHCE: 2 GEN Producer (#477839)


September 30, 2014 and October 1, 2014, 10 a.m. - Noon

2-part Webinar: NJ PAIP/CAIP Producer Procedures Course

Stephen P. Tague, CPIA

Two-part package. This two-part webinar satisfies certification requirements.

Part one of his course concentrates on the necessary information in order to provide CAIP certification to CAIP producers in the State of New Jersey.

Part one will cover the following important topics:

  • What is CAIP? CAIP history
  • CAIP manual rules and rates
  • Performance standards and producer certification
  • Agency recertification
  • Violations
  • Company performance standards

Part two of this course concentrates on the rules and rates information necessary for producer certification for the Personal Automobile Insurance Plan.

Part two will cover the following important topics:

  • What is PAIP? PAIP history
  • PAIP manual of rules and rates
  • Purpose and scope of plan
  • Mandatory physical damage inspections
  • Producer certification, review of producer performance, reciprocal procedures for producer performance, performance standards for producers writing New Jersey Personal Automobile Risk Plan

and much, much more!

 


October 16, 2014, 10 a.m.-1 p.m.

E&O Hotspots...2014 and Beyond ^UM/FF

Curt Pearsall, CPCU, CPIA
President, Pearsall Associates, Inc.

Sponsored by:

*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.

NYCE: 3 BR, C3, LB, C1, LSB, LA, PC, PA (NYCR-244869)

NJCE: 3 GEN (#88894735)

CTCE: PC 3 (#108296)

NHCE: 3 GEN Producer (#477532)


October 21, 2014, 10 a.m.-11 a.m.

Top Ten Personal Lines Endorsements

Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS
Lyon Consulting Services, LLC

This course will cover the following important topics:

  • Endorsements: Only way to change a policy, Change request submission and issuance of endorsement.
  • A detailed look at the following: Loss assessment, Unit owners modified other insurance clause, Increasing coverage, Additional insured, Ordinance and law coverage, Personal injury and much more.

NYCE: 1 BR, C3, PC, PA
(NYCR-245671)

NJCE: 1 GEN
(#88895146)

CTCE: 1 PC
(#108475)

NHCE: 1 GEN Producer (#477706)


December 2, 2014, 10 a.m.-1 p.m.

Ethics - Something Worth Pursuing

Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS
Lyon Consulting Services, LLC

This course will cover the following important topics:

  • Introdution to ethics.
  • Ethics and the law.
  • Criminal and civil actions.
  • Violations of ethical codes.
  • Ethics today.
  • Real life, every day and practical applications and much more!

NYCE: 3 BR, C1, C3, LA, LB, LSB, PA, PC

NJCE: 3 ETHICS
(#88895265)

CTCE: LRE 3
(#108590)

NHCE: 3 ETHICS Producer (#477837)


December 4, 2014 and December 5, 2014, 10 am.- Noon

2-part Webinar: NY AIP Producer Procedures Course

Mishell Magnusson, CIC, CISR, 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:

(#227771)

Part 2:

(#227772)

 

Registration opening soon.

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

December 10, 2014, 10 a.m.-11 a.m.

Top Ten Commercial Lines Endorsements

Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS
Lyon Consulting Services, LLC

This course will cover the following important topics:

  • Endorsements: Only way to change a policy, Change request submission and issuance of endorsement.
  • A detailed look at the following: Fellow employee coverage, Employee hired autos, Additional covered property, Leased property, Pollution broadened coverage, Legal liability coverage, Amendment of liquor liability, Contractual limitation endorsements and much more.

NYCE: 1 BR, C3, PC, PA
(NYCR-245732)

NJCE: 1 GEN
(#88895147)

CTCE: 1 PC
(#108476)

NHCE: 1 GEN Producer (#477706)


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 login instructions, CE documentation and additional resource materials. YOU MUST CLICK THE LINK IN YOUR PIA CONFIRMATION EMAIL to access the Go to Webinar RSVP form, which you are required to fill out to receive your unique login ID. Once you RSVP with Go to Webinar, 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.


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