January February January - December Texas Independent Insurance Adviser. TIIA Commercial Lines. TIIA Personal Lines

Transcription

1 January - December January TIIA Commercial Lines Courses TIIA Personal Lines Courses Agency Operation Courses Education Summit IIAT Events Commercial Lines Quick Start Texas Independent Insurance Adviser These classes address key insurance issues in personal and commercial lines that every agent should know. Whether you re new to the insurance industry or you re a veteran looking for a refresher on key insurance issues and skills, IIAT s commercial and personal lines classes provide the most up-to-date insight and practical guidance for Texas insurance personnel. TIIA Commercial Lines 2 Personal Auto Exposures Pt. CE 8 - a.m. CE a.m. - 4 p.m. Commercial Property Exposures Part Commercial Property Exposures Part 2 General Liability Part General Liability Part 2 Workers Compensation and Specialty Policies TIIA Personal Lines Personal Auto Exposures Part Personal Auto Exposures Part 2 Residential Property Exposures Part Residential Property Exposures Part 2-0 February 5 Joe Vincent Management Seminar AUSTIN Commercial Property Exposures Pt.

2 March E&O RISK MANAGEMENT: Meeting the Challenge of Change This class provides a comprehensive view of E&O to help agents reduce their exposures to E&O claims. Learn about the life cycle of an E&O claim, documentation techniques, E&O considerations for agency operations and more. This class is also available online on IIAT s Agents and Brokers Education Network at iiat.aben.tv Note: If you re insured through IIAT Advantage E&O, you may be eligible for premium discounts by attending this program. For more information, call IIAT Advantage E&O at Commercial Lines Quick Start PART : TECHNICAL QUICK START Commercial Lines Quick Start Pt. Filed for CE 8 a.m. - 4 p.m. Member: $00/wk $,0 both Non Member: $50/wk $,400 both Commercial Lines Quick Start Pt. HOUSTON Filed for CE 8 a.m. - 4 p.m. Member: $00/wk $,0 both Non Member: $50/wk $,400 both Leadership Academy Pt. Part will build confidence in commercial insurance by providing an overview of the coverage challenges associated with Commercial Property, General Liability, and Workers Compensation. Along with solutions to those challenges, this three-day session includes key questions to ask existing customers and prospects to assist in customizing their insurance programs. PART 2: SALES AND SERVICE QUICK START Part 2 focuses on customer retention and sales concepts. This three-day session addresses the importance of relationship building, understanding customer and prospect needs, time management and goal-setting to achieve success. Additional topics include an introduction to avoiding E&O claims, working with carriers and staff and developing a service strategy. More experienced commercial producers and service staff might also benefit from this segment s focus on sales and relationships. April 4 4- Leadership Academy Pt. 2 Education Summit: Personal & Commercial Lines HOUSTON CE 8 a.m. - 4 p.m. $5 Member / $5 Non-Member Convenient and Cost-Effective: Each three-day Quick Start session costs only $00 each for members, and if you register for both, there is a $0 dollar discount. in a Changing World Explore the ethical challenges inherent to the insurance industry and review the role of the insurance agent in terms of ethical conduct. Discuss sources of ethical conflict and ethical case studies. Note: Earn CE credits in one day by taking both the in a Changing World and : Meeting the Challenge of Change classes. AUSTIN CE 8 a.m. - 4:0 p.m.

3 Training by Request Do you want an IIAT class to come to your city? All IIAT classes are available on a Training by Request basis. If there is enough interest in presenting a particular program in your area (a minimum of students), IIAT will make every attempt to schedule the program. Contact Sheridan Roe 5.4. sroe@iiat.org for more information. EducationOnline iiat.org/ed/online INFOCENTRAL CE WEBCASTS IIAT offers monthly online CE Webcasts that cover personal and commercial lines topics. Each hour-long webcast costs $25 and is approved for CE credit. InfoCentral CE Webcasts are a convenient and affordable way to earn CE online. IIAT S AGENTS AND BROKERS EDUCATION NETWORK (ABEN) ABEN s unique webcast platform lets you skip the travel and the hassle of traditional CE. View live streaming video, submit questions, take notes and get full access to written materials. NEW HIRE TRAINING IIAT provides online and on-demand training for new hires that is cost-effective and measurable. Online learning is the ideal way to fit basic coverage and business skills education into the workday. CUSTOMER SERVICE TRAINING Quality customer service is a touchstone of Trusted Choice independent agents. Whether you need a refresher or you re new to the industry, IIAT s convenient online customer service training can help. CE COURSES FROM IRMI & WEBCE IRMI has teamed with WebCE, a leading nationwide provider of self-study continuing education (CE) for insurance professionals, to provide high-quality CE courses for insurance agents and adjusters in all states. 25 April 0- May 2 May April Continued... HOUSTON CE 8 - a.m. HOUSTON CE a.m. - 4 p.m. HOUSTON CE 8 a.m. - 4:0 p.m. Commercial Lines Quick Start Pt. 2 Filed for No CE 8 a.m. - 4 p.m. Member: $00/wk $,0 both Non Member: $50/wk $,400 both Leadership Academy Pt. CORPUS CHRISTI CE 8 - a.m. CORPUS CHRISTI CE a.m. - 4 p.m. Commercial Lines Quick Start Pt. 2 HOUSTON Filed for No CE 8 a.m. - 4 p.m. Member: $00/wk $,0 both Non Member: $50/wk $,400 both

4 June 5 May Continued... Education Summit: Personal & Commercial Lines CE 8 a.m. - 4 p.m. $5 Member / $5 Non-Member AUSTIN CE 8 - a.m. AUSTIN CE a.m. - 4 p.m. CE 8 a.m. - 4:0 p.m. AUSTIN CE 8 - a.m. AUSTIN CE a.m. - 4 p.m. 5 July Continued... TYLER CE 8 a.m. - 4:0 p.m. HOUSTON CE 8 - a.m. HOUSTON CE a.m. - 4 p.m. -5 IIAT s Annual Conference & Trade Show SAN ANTONIO 2-2 Producer Development Program Part Producer Development Program Part August July - Producer Development Program Part 2 8 CE 8 - a.m. CE a.m. - 4 p.m.

5 August Continued... October Continued... 4 Personal Auto Exposures Pt.2 5 $55 Member / $5 Non-Member SAN ANTONIO CE 8 - a.m. SAN ANTONIO CE a.m. - 4 p.m. 0 2 SAN ANTONIO CE 8 a.m. - 4:0 p.m. September 5 CORPUS CHRISTI CE 8 a.m. - 4:0 p.m. Residential Property Exposures Pt.2 TYLER CE 8 - a.m. TYLER CE a.m. - 4 p.m. Residential Property Exposures Pt.2 November IMPORTANT LICENSE RENEWAL INFORMATION All licensed agents must complete hours of continuing education during a license cycle. At least two of the hours must be an approved ethics course. At least 5 of the hours must be classroom or classroom equivalent. Additional requirements apply to Medicare-related products and annuities. Special credits can be earned by members of a state or national insurance association. Details are available at iiat.org. October Personal Auto Exposures Pt.