Date / Time |
Program Title / Instructor
|
CE Credits |
Registration |
|
|
|
Feb. 2, 2012
10 a.m.-1 p.m.
|
Understanding the National Flood Insurance Program (3 hour)
*New 3-hour format, get your NFIP & CE credit in one 3-hour session.
If the flood waters rise, are your customers covered? Flood expert Rita Hollada will make sure you cover all of your bases, so do not miss this Webinar series.
These courses explain the NFIP in-depth and meet FEMA's requirements for section 207 of the Flood Insurance Reform Act. All insurance agents who sell Standard Flood Insurance Policies issued through the NFIP should attend.
|
NY: 3 BR, C3, PC, PA (NYCR-236097), NFIP-approved
CT: 3 FLOOD (106025)
NH: 3 FLOOD (471577)
NJ:3 NFIP Flood (88892155) |
|
|
 |
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, Virginia 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.
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 Professional Agent 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. |
(Top of page) |
|
Feb. 15 &
Feb.
16, 2012
10 a.m.-Noon
|
NJ PAIP/CAIP Producer Procedures Course Parts 1 & 2
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. |
NJ: 4 GEN |

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.
|
| |
(Top of page) |
|
|
|
|
Maximizing Your Agency's Internet Presence
Showing up on a search engine results page has become a key way to connect with your existing clients as well as generate new business. But, being found on the Internet takes much more than having an agency website and a Facebook page. Maximizing your Internet presence, so anyone can find you, requires understanding how search engines work and then learning the specific steps that any agency can take to increase their chances of being visible to people searching. The good news is that it costs little to get started. This presentation details what you need to do to get started. |
CE N/A |
|
|
 |
Steve Anderson, CIC
The Anderson Agency Report |
| Steve Anderson provides information to insurance agents about how they can use technology to increase revenue and/or reduce expenses. He speaks professionally to hundreds of agents each year at National Alliance events and at many state association conventions and technology forums on the future of technology, the social web, and how insurance agencies can establish their internet presence. He has authored many articles that have appeared in virtually every insurance industry publication. He has over 30 years experience in the insurance community. |
(Top of page) |
|
Feb. 22, 2012
11-Noon |
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!
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.
|
CE N/A |





(other states)
|
| |
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
 |
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. |
(Top of page) |
|
|
March 27, 2012
10-11 a.m. |
Protecting Private Client Information Part 1: Agent's Legal Duties
Information is at the core of every insurance organization, ranging from customer information to employee information to operational information to financial information. If leaked, stolen, or altered in any way, it may impact the organization's revenues and profits, reputation and brand, customer perception and result in regulatory or legal action. It thus becomes imperative for any insurance organization to keep its information secure. This class will explore what data needs protection, how data breaches occur and provide specific guidelines on how to properly protect that information.
Steve will discuss the following:
- What Data needs Protection?
- Laws & Regulations
- Insurance Coverage Questions, including cyber liability
|
CTCE: PC 1
NYCE: TBA
NJCE: TBA
NHE: TBA |





(other states)
|
| |
 |
Steve Anderson, CIC
The Anderson Agency Report |
| Steve Anderson provides information to insurance agents about how they can use technology to increase revenue and/or reduce expenses. He speaks professionally to hundreds of agents each year at National Alliance events and at many state association conventions and technology forums on the future of technology, the social web, and how insurance agencies can establish their internet presence. He has authored many articles that have appeared in virtually every insurance industry publication. He has over 30 years experience in the insurance community. |
|
|
|
March 28, 2012
10-11 a.m. |
Protecting Private Client Information Part 2: Steps to Protect Client Information
Don't miss part two of Steve Anderson's protecting client information Webinar. Information is at the core of every insurance organization, ranging from customer information to employee information to operational information to financial information. If leaked, stolen, or altered in any way, it may impact the organization's revenues and profits, reputation and brand, customer perception and result in regulatory or legal action. It thus becomes imperative for any insurance organization to keep its information secure. This class will explore what data needs protection, how data breaches occur and provide specific guidelines on how to properly protect that information.
Steve will discuss:
- Steps to Protect Client Data
- Conducting an Information Security Audit
- Employee Training
- Plan Ahead – Create a Plan to Respond to a Security Incident
|
CTCE: PC 1
NYCE: TBA
NJCE: TBA
NHE: TBA |





(other states)
|
| |
 |
Steve Anderson, CIC
The Anderson Agency Report |
| Steve Anderson provides information to insurance agents about how they can use technology to increase revenue and/or reduce expenses. He speaks professionally to hundreds of agents each year at National Alliance events and at many state association conventions and technology forums on the future of technology, the social web, and how insurance agencies can establish their internet presence. He has authored many articles that have appeared in virtually every insurance industry publication. He has over 30 years experience in the insurance community. |
|
|
|
April 11 &
April
12, 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.)
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...
 |
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 (PIA) 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) |
|
April 24, 2012
10 a.m.-1 p.m.
|
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. |
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) |
|
May 1, 2012
2-3 p.m. |
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!
|
N/A |
|
| |
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
 |
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. |
(Top of page) |
| |
|
|
|
May 15, 2012
11 a.m.-noon |
Economic Drivers of Insurance Exposures...Where is Growth Coming From? |
|





(other states)
|
| |
 |
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. |
(Top of page) |
|
|
May 30 &
May
31, 2012
11 a.m.-1 p.m.
|
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.)
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...
 |
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 (PIA) 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) |
|
|
July 24, 2012
10 a.m.-1 p.m.
|
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. |
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) |
|
Sept. 5 &
Sept. 6, 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.)
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...
 |
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 (PIA) 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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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. |
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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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:
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Manuals and subscription requirements
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Purchasing supplies, eligibility and quotas
-
Private passenger classifications, discounts
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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
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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...
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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 (PIA) 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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Dec. 4 &
Dec.
5, 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
|
|
|
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...
 |
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 (PIA) 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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