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PIA Webinars

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KINGSTONE UPC
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Program Title / Instructor
Registration

February 28, 2017, 10 a.m.-1 p.m.

Cyber Liability- The 21st Century Peril

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

The technology upon which today’s business depends creates new exposures for our insureds.  We will examine the most common first and third party exposures and how traditional insurance products respond to these threats. We will discuss the laws concerning privacy and security of personal information and the effect they can have on our insureds.  We will review some of the coverages available in the Cyber insurance market and discuss things to consider when selecting a product. 

NYCE: 3 BR, C3, PC, PA
(NYCR-253873)

NJCE: 3 GEN
(#88898645)
CTCE: 3 PC
(#111410)
NHCEUs: 3 GEN Producer (#481543) VTCE: 3 GEN (#27862)  

VT


March 2, 2017, 10 a.m. - 11:15 a.m.

NYSDFS Publishes New Cybersecurity Regulations-What you need to know:

Matthew Guilbault, Esq.

The Department of Financial Services (DFS) published in the December 28, 2016 New York State Register revisions to the cybersecurity regulation for financial services companies -- originally proposed back in September. Substantial revisions were made in sections 500.11, 500.15, 500.21 and 500.22. Most notably, the DFS has clarified in the revised regulation that certain requirements are linked to the results of the Covered Entity’s Risk Assessment. This webinar will explore these changes.

CE Credits ONLY available in NY

NYCE: 1 CE BR C1 C3 LA LB LSB PA PC

VT


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

Changing Client Solutions for a Changing LTC World

Robert Vandy

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

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

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

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

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

VT


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

Emerging Exposures in the Personal Lines Department

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

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

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

NYCE: 1 BR, C3, PC, PA
(NYCR-253729)

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

VT


March 17, 2017 and March 24, 2017, 10 a.m.- Noon

2–Part Webinar: NYAIP Producer Procedures Course

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

The New York Automobile Insurance Plan (NYAIP) is the central mechanism established pursuant to Article 53 of the New York Insurance Law to provide auto liability and physical damages coverages to those insureds who are unable to obtain such auto insurance in the voluntary market. All insurers writing automobile insurance in New York State must participate in the NYAIP by providing such insurance.

All agents and brokers holding a valid license to transact automobile insurance business in New York State must be certified by the Governing Committee in accordance with Standards and procedures approved by the Superintendent of Insurance prior to submitting applications to the Plan.

As provided in Section 15A of the rules of the New York Automobile Insurance Plan (NYAIP): “the Governing Committee in accordance with standards and procedures approved by the Superintendent of Insurance, shall certify qualifying agents and brokers licensed to transact automobile insurance business in New York State to submit applications on behalf of their clients to the New York Automobile Insurance Plan.

This course concentrates on those areas that are the most common situations encountered to handle Plan business and considered the most important for the Plan and Insurers to achieve a quality product.

The students will be taken to the New York Pass (www.nypass.com) website along with the Auto Insurance Plan Service Office (www.aipso.com) website for navigation of both sites.

This course will cover an Overview; Private Passenger, Commercial Risks and Other Functions.  The course will follow a practical process of Application Completion, Coverage Effective Dates, Proper Deposits, Electronic Binding, ID Card Handling, Documentation Processing and Submission.

If you missed the 12/31/16 deadline for continued certification, read on.

  • Producers who DO NOT take the Producer Procedures Course (PPC) to satisfy the requirement for the 2013-2016 cycle will become uncertified. The Plan will grant no exceptions.
  • Producers will no longer be able to access the PASS site to process new business applications, endorsements or ID cards until they attend the PPC.
  • Producers who take the webinar on February 9-10, 2017 for the 2013-2016 cycle will only be re-certified once PIA notifies the Plan.
  • Any course taken in February for the 2013-2016 cycle will ONLY be applied to that cycle; producers will still be required to attend the PPC for the new cycle, 2017-2020.
  • Producers who do not take the PPC within six months from the 12/31/16 deadline will be required to re-apply for certification with the Plan.

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

Part 1:

NYCE: 2 BR, C3, PC, PA (NYCR-252136)

Part 2:

NYCE: 2 BR, C3, PC, PA (NYCR-252137)



March 28, 2017 and March 29, 2017, 10 a.m.- Noon

2–Part Webinar: NJ PAIP/CAIP Producer Procedures Course

Stephen P. Tague, CPIA

PLAN CONTINUED CERTIFICATION REQUIRES SUCCESSFUL COMPLETION OF BOTH PARTS 1 & 2.

PERSONS SEEKING 1ST TIME CERTIFICATION WITH THE PLAN MUST ATTEND A CLASSROOM COURSE (NOT THESE WEBINARS).

Part 1 of 2 concentrates on the necessary information in order to provide CAIP certification to CAIP producers in the State of New Jersey

Part 2 of 2 concentrates on the rules & rates information necessary for producer certification for the Personal Automobile Insurance Plan.

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

Part 1:

NJCE: 2 GEN (#88891403)

Part 2:

NJCE: 2 GEN (#88891404)



April 4, 2017, 10 a.m. - 11:15 a.m.

NYSDFS Publishes New Cybersecurity Regulations-What you need to know:

Matthew Guilbault, Esq.

The Department of Financial Services (DFS) published in the December 28, 2016 New York State Register revisions to the cybersecurity regulation for financial services companies -- originally proposed back in September. Substantial revisions were made in sections 500.11, 500.15, 500.21 and 500.22. Most notably, the DFS has clarified in the revised regulation that certain requirements are linked to the results of the Covered Entity’s Risk Assessment. This webinar will explore these changes.

CE Credits ONLY available in NY

NYCE: 1 CE BR C1 C3 LA LB LSB PA PC

VT


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

Condos, Co-Ops and Community Associations

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

This course will cover the following topics:

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

NYCE: 3 BR, C3, PC, PA
(NYCR-253760)

NJCE: 3 GEN (#88898510) CTCE: #111292 (PC 3)

NHCEUs: 3 PRO (Producer)
(#481483)

VTCE: #27779 (General 3)  

VT


April 18, 2017, 10 a.m.-1 p.m.

Directors and Officers Liability

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

This course is an overview of Directors and Officers Liability Coverage (D&O.)  We will discuss common exposures and the types of claims that might be covered by a D&O policy.  We will look at coverage for both for-profit and non-profit organizations.  We will review coverages commonly included and discuss some of the features to look for when choosing a D&O policy.  Lastly, we will discuss claims made coverage and the important things to remember about those forms. 

NYCE: 3 BR, C3, PC, PA
(NYCR-253938)

 

NJCE: 3 GEN (#88898646) CTCE: 3 PC (#111411)

NHCEUs: 3 Producer
(#481673)

VTCE: 3 GEN (#27863)  

VT


May 4, 2017, 10 a.m.-11 a.m.

PIWA's CE Webinar Series: Employment Practices Liability Issues & Trends

Chris Lavelle, CPCU, RPLU – Second Vice President/EPL Product Leader, Underwriter Professional Lines – USLI – Wayne, PA

PIWA

Employment-related litigation is at an all-time high and businesses of all sizes are feeling the impact on their bottom line. The lawsuits are more frequent and becoming more complex which exposes every business that is not adequately covered by insurance. Join us for a discussion on EPL claim trends, coverage issues and how to make sure your insureds are protected.

NYCE: TBA

   
     

 

PIWA


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

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

*Sponsored by Utica Mutual
utica national insurance group logo

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

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

NYCE: 3 BR, C3, LB, C1, LSB, LA, PC, PA
(NYCR-253731)

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

VT


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

Essential Elements of Risk Management for Insurance Professionals

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

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

NYCE: 3 BR, C3, LB, C1, LSB, LA, PC, PA
(NYCR-253728)

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

VT


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

Customer Service Reminders for Insurance Professionals

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

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

NYCE: 3 BR, C3, LB, C1, LSB, LA, PC, PA
(NYCR-253798)

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

VT


June 20, 2017, 10 a.m.-1 p.m.

Professional Liability Fundamentals

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

Who needs professional liability coverage and why? What kinds of claims can be covered by professional liability policies and what features should one look for when evaluating these forms?  We will explore the reasons why general liability coverage may not cover professional exposures and how a professional liability policy can fill the gap.  Because these forms are usually written on a claims-made basis, we will review the basics of claims made coverage and apply some of these concepts to professional liability coverage.  Lastly, we will discuss important things to consider when working with your clients in applying for and placing the coverage.

NYCE: 3 BR, C3, PC, PA
(NYCR-253939)    

NJCE: 3 GEN (#88898647) CTCE: 3 PC (#111413)
NHCEUs: 3 Producer
(#481674)
VTCE: 3 GEN (#27864)  

VT


June 22, 2017, 10 a.m.-11 a.m.

PIWA's CE Webinar Series: Key Provisions in Insurance Agent and Insurance Company E&O Policies

Blair Bartlett, Head of Insurance Industry Products – CapSpecialty – Chicago, IL

PIWA

More info coming soon!

NYCE: TBA

   
     

PIWA


June 30, 2017, 10 a.m.-1 p.m.

Legal and Ethical Responsibilities
(For Insurance Professionals) ^FF ^UM

Steven D. Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS

This course will cover the following topics:

  • Perceptions/Expectations
  • Professional Liability 
  • Litigation
  • Standard of Care
  • Law of Agency
  • Errors & Omissions         
  • Critical Times When Claims Can Occur
  • The Risk Management Process 
  • Methods to Control Risk
  • Agency Defense Strategy
  • Policy Coverage Terms, Conditions and Exclusions and much more!

NYCE: TBA

NJCE: TBA CTCE: TBA
NHCEUs: TBA VTCE: TBA  

VT


September 8, 2017, 10 a.m.-1 p.m.

E&O Hot Issues 2017
^FF^UM

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

This seminar is intended to be the latest in E&O loss control prevention along with looking at some of the issues agents, brokers & company personnel face with technology and the errors & omissions suits for both Property/Casualty Agents/Brokers and the Employee Benefits staff to include health, life and disability insurance.

Our client’s needs are certainly not getting less complex.  Obtaining new business is always a challenge yet the need for retention can be even greater.  How is the agency/company balancing the ball of the customer who is up with technology and those who are not?

Are you identifying exposures and thinking about “Uber”, “Lyft”, “Airbnb”, or “Home Away” just to name a few; or how about those Drones?

Now that you have identified the risk, what do you do to make sure you are protected against an E&O loss?  This seminar is intended to help with just that.

NYCE: 3 BR, C3, LB, C1, LSB, LA, PC, PA, TIA (NYCR-253940)

NJCE: 3 GEN
(#88898677)
CTCE: 3 PC (#111444)

NHCEUs: 3 Producer
(#481675)

VTCE: 3 GEN (#27893)  

VT


September 19, 2017 and September 20, 2017, 10 a.m.- Noon

2–Part Webinar: NJ PAIP/CAIP Producer Procedures Course

Stephen P. Tague, CPIA

PLAN CONTINUED CERTIFICATION REQUIRES SUCCESSFUL COMPLETION OF BOTH PARTS 1 & 2.

PERSONS SEEKING 1ST TIME CERTIFICATION WITH THE PLAN MUST ATTEND A CLASSROOM COURSE (NOT THESE WEBINARS).

Part 1 of 2 concentrates on the necessary information in order to provide CAIP certification to CAIP producers in the State of New Jersey

Part 2 of 2 concentrates on the rules & rates information necessary for producer certification for the Personal Automobile Insurance Plan.

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

Part 1:

NJCE: 2 GEN (#88891403)

Part 2:

NJCE: 2 GEN (#88891404)



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

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


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