Class Schedule

Please make sure to add both rebekah@iiamd.org and education@iiamd.org to your email address book so that you receive a confirmation and invoice.

Upcoming events

    • November 27, 2017
    • December 31, 2018
    • Ad Placement in the 'Maryland Messenger'
    Register

    2018 ADVERTISING FEES

    IIAMD Member Pricing

     Ad Size
     Black/White  Color
     Full Page
    (7.25" X 9.50")
     $300.00  $500.00
     Half Page Horizontal
    (7.25" X 4.75")
     $200.00  $400.00
     Half Page Vertical
    (4" X 9.5")
     $250.00  $450.00
     Quarter Page
    (3.50" X 4.75")
     $100.00  $150.00

    All ads MUST be received by the 15th of the preceding month! (Ex: Mar/Apr is due Feb 15th)

    Artwork can be emailed to Shelley Arnold at shelley@iiamd.org. Artwork must be in pdf, jpg, or tiff.

    • November 27, 2017
    • December 31, 2018
    • Ad Placement in the 'Maryland Messenger'
    Register

    2018 ADVERTISING FEES

    IIAMD NonMember Pricing

     Ad Size
     Black/White  Color
     Full Page
    (7.25" X 9.50")
    $500.00
     $900.00
     Half Page Horizontal
    (7.25" X 4.75")
     $400.00  $600.00
     Half Page Vertical
    (4" X 9.5")
     $450.00  $650.00
     Quarter Page
    (3.50" X 4.75")
     $250.00  $350.00

    All ads MUST be received by the 15th of the preceding month! (Ex: Mar/Apr is due Feb 15th)

    Artwork can be emailed to Shelley Arnold at shelley@iiamd.org. Artwork must be in pdf, jpg, or tiff.

    • June 13, 2018
    • 9:00 AM - 3:30 PM
    • IIAM Headquarters
    • 15
    Register

    Personal Lines Related Coverages

    Presented by: Pamela Dodge, CIC, CPIA, ACSR

    Improve your customers’ experiences with an enhanced ability to accurately identify and assess personal loss exposures.

    Topics Discussed:

    • Dwelling and Mobile Home
    • Flood, FAIR, Beachfront, and Windstorm Programs
    • Inland Marine, Watercraft, Umbrella, and Underwriting

    Date: June 13, 2018

    Time: 9AM-3:30PM

    CE: 6 P/C

    Location: IIAMD Headquarters

    2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

    Course Material: Textbook and handouts (All course material is handed out the day of class)

    If you are taking the course as part of the ACSR designation and wish to have the book mailed to you in advance, there will be a $5 fee added to your registration. If you choose to have it mailed you will receive the book 3 weeks prior to the start of the course.

    Additional Information:

    • If you are taking this course towards the ACSR designation, testing will take place immediately following the course. You will have one hour to complete the exam.

    More information regarding the ACSR program can be found on our website at www.iiamd.org/acsr.


    • June 15, 2018
    • 8:00 AM - 9:00 PM
    • Gaithersburg Marriott Washingtonian Center - 9751 Washingtonian Blvd; Gaithersburg, MD. 20878
    Register

    Date: June 15, 2018

    Location: Gaithersburg Marriott Washingtonian Center

    Schedule:

    8am  ~ Registration & Continental Breakfast

    9am - 4:30pm ~ E&O Risk Management: Meeting the Challenges of Change (Approved 6 hrs CE in MD & the 10% Westport/Fireman's Fund Loss Control Credit) - Stanley Lipshultz, CPCU

    12pm ~ Lunch Break with a Legislative Update from IIAMD's Government Affairs Representative Brett Lininger

    5pm ~ Cocktail Reception

    6pm ~ Installation of Officers & ACSR of the Year Award Presentation

    7pm ~ Dinner

    8pm ~ Entertainment: Motivational speaker Sam Glenn "Attitude is Everything!"

    Registration Types:

    All Day - Includes continental breakfast, 6 hr CE seminar, lunch, cocktail reception, dinner & entertainment

    All Day Fees: Members: $225 / Nonmembers $325

    CE seminar & Lunch - Includes continental breakfast, 6 hr CE seminar & lunch

    CE Seminar & Lunch Fees: Members: $125 / Nonmembers $225

    Dinner Only - Includes cocktail reception, dinner & entertainment

    Dinner Only Fees: Members: $100 / Nonmembers $200


    • June 19, 2018
    • 9:00 AM - 3:30 PM
    • IIAM Headquarters
    Register
    E&O Risk Management
    Meeting the Challenges of Change

    Presented By: Stanley Lipshultz, CPCU


    Date: June 19, 2018

    Time: 9AM-3:30PM

    CE: 6 P/C

    Location: IIAMD Headquarters

    2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

    Course Material: Handouts

    **This E&O course is approved for the 10% Risk Management Credit on your SwissRe (Westport) or Fireman's Fund E&O policy**

    Topics covered in this seminar:
    • An E&O Claim - 360 Degree View
    • Understanding Agent Duties
    • Agency/Carrier Relations - Law of Agency
    • E&O Considerations of Agency Operation
    • The Role of Agency Procedures
    • Agency Defenses - Documentation
    • Minimizing E&O Exposures from Excess & Surplus Lines
    • Limiting Exposures to Data Breaches
    • Limiting E&O Exposures when Using Social Media
    • Certificates of Insurance
    • Agency/Carriers Contracts - E&O Considerations
    • Compliance with State and Federal Laws
    • Reporting an E&O Claim
    • Risk Assessment Questionnaires and Coverage Checklists


    Members of IIAM, who have their E&O policies written through Westport or Fireman's Fund, receive a 50% discount on member pricing. Call the association office at 410-766-0600 for the discount registration code.

    • June 21, 2018
    • 9:00 AM - 4:30 PM
    • IIAM Headquarters
    • 20
    Register

    Other Commercial Insurance

    Presented by: Don Dudey, CPCU


    Topics Discussed:

    • Commercial Crime Insurance
    • Business Owners Insurance
    • Other Commercial Coverages
    • Workers Compensation and Employers Liability Insurance

    Date: June 21, 2018

    Time: 9AM-4:30PM

    CE: 7 P/C

    Location: IIAMD Headquarters

    2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

    Course Material: Textbook and handouts (All course material is handed out the day of class)

    If you are taking the course as part of the AAI designation and wish to have the book sent to you in advance there will be a $5 charge added to your registration. If you choose to have it mailed you will receive the book 3 weeks prior to the start of the course.

    Additional Information:

    • If you are taking this course towards the AAI designation, testing will take place immediately following the course. You will have one hour to complete the exam.

    More information regarding the AAI program can be found on our website at www.iiamd.org/aai.

    • July 09, 2018
    • 9:00 AM
    • July 13, 2018
    • 4:30 PM
    • IIAMD Headquarters
    • 17
    Register

    Property & Casualty Pre-Licensing

    Presented by: Joseph Conroy, ACSR


    Date: July 9 - 13, 2018

    Time: 9AM-4:30PM

    Location: IIAMD Headquarters

    2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

    Click here for directions!

    Course Material: Textbook and 60 day online access to exam simulator.

    Material is handed out on the first day of class.

    Please bring a pen, highlighter and notepad.

    You can download the Property/Casualty course outline as well as the Candidate Handbook by visiting http://iiamd.org/licensing_pc


    • July 18, 2018
    • 9:00 AM - 3:30 PM
    • IIAM Headquarters
    • 10
    Register
    Commercial Lines Related Coverages    

    Presented By: Don Dudey, CPCU

     

    Increase value to your agency and producers with a strong understanding of commercial lines coverages.

    Topics Discussed:

    • Workers Compensation and Employers Liability Insurance
    • Business Owner’s Policies
    • Commercial Crime Insurance
    • Surety Bonds
    • Marine Coverage, Commercial Excess and Umbrella Liability

        

    Date: July 18, 2018

    Time: 9AM-3:30PM

    CE: 6 P/C

    Location: IIAMD Headquarters

    2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

    Course Material: Textbook and handouts (All course material is handed out the day of class)

    If you are taking the course as part of the ACSR designation and wish to have the book mailed to you in advance, there will be a $5 fee added to your registration. If you choose to have it mailed you will receive the book 3 weeks prior to the start of the course.

    Additional Information:

    • If you are taking this course towards the ACSR designation, testing will take place immediately following the course. You will have one hour to complete the exam.

    More information regarding the ACSR program can be found on our website at www.iiamd.org/acsr.

    • July 26, 2018
    • 9:00 AM - 4:30 PM
    • IIAM Headquarters
    • 24
    Register

    Specialized Insurance & Bonds

    Presented by: Don Dudey, CPCU


    Topics Discussed:

    • Specialty Insurance
    • Commercial Excess and Umbrella Liability Insurance
    • Surety Bonds

    Date: July 26, 2018

    Time: 9AM-4:30PM

    CE: 7 P/C

    Location: IIAMD Headquarters

    2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

    Course Material: Textbook and handouts (All course material is handed out the day of class)

    If you are taking the course as part of the AAI designation and wish to have the book sent to you in advance there will be a $5 charge added to your registration. If you choose to have it mailed you will receive the book 3 weeks prior to the start of the course.

    Additional Information:

    • If you are taking this course towards the AAI designation, testing will take place immediately following the course. You will have one hour to complete the exam.

    More information regarding the AAI program can be found on our website at www.iiamd.org/aai.

    • September 06, 2018
    • 9:00 AM - 3:30 PM
    • IIAM Headquarters
    • 15
    Register
        Agency Errors & Omissions        

    Presented By: Shelley Arnold, CPCU

     

    Support your agency’s profitability by accurately identifying and assessing errors and omissions risks.

    Topics Discussed:

    • Defining agency E&O basics
    • Handling new business to minimize agency E&O
    • Handling existing business to control agency E&O
    • Servicing business to avoid E&O losses

       

    Date: September 6, 2018

    Time: 9AM-3:30PM

    CE: 6 P/C

    Location: IIAMD Headquarters

    2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

    Course Material: Textbook and handouts (All course material is handed out the day of class)

    If you are taking the course as part of the ACSR designation and wish to have the book mailed to you in advance, there will be a $5 fee added to your registration. If you choose to have it mailed you will receive the book 3 weeks prior to the start of the course.

    Additional Information:

    • If you are taking this course towards the ACSR designation, testing will take place immediately following the course. You will have one hour to complete the exam.

    More information regarding the ACSR program can be found on our website at www.iiamd.org/acsr.

    • September 12, 2018
    • 9:00 AM - 12:00 PM
    • IIAM Headquarters
    Register
    Flood Program Overview: Then and Now
    Presented by: Annette Winston
    Senior Flood Territory Manager for Selective

    Date: September 12, 2018

    Time: 9AM - 12PM

    CE: 3 Flood credits

    Location: IIAMD Headquarters

    2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

    Course Material: Handouts

    Topics Covered in this Seminar:


      I.          National Flood Insurance Program Changes                                                 

                  A.        NFIP:  Why was it established?

                  B.        Flood maps

                  C.        Maximum coverage limits

                  D.        Community rating system (CRS)

                  E.         Eligible building determination

                  F.         Builder’s risk

      G.        Intangible property

                  H.        Coastal Barrier Resource Act (CBRA)

                  I.          Zone determination

      II.        Policies & Products                                                                                               

                  A.        Dwelling

                  B.        General property policy

                  C.        Residential Code Building Association Policy (RCBAP)

                  D.        Preferred Risk Policy (PRP)

                  E.         Preferred Risk Policy Eligibility Extension (PRPEE)

                  F.         Coverages

                  G.        Exclusions

      III.       General Rules & Miscellaneous Rules                                                              

                  A.        Deductibles

                  B.        Policy fee

                  C.        Property values & loss settlement

                  D.        Dwelling/General property policy

                  E.         Residential Condo Building Assn. Program (RCBAP)

                  F.         Proof of coverage

                  G.        Waiting periods

                  H.        Cancellation

                  I.          Reduction of coverage or reformation

                  J.         Policy renewals

                  K.        Change endorsements

      IV.       Elements of Rating                                                                                                

                  A.        Elements of rating

                  B.        Flood definitions

                  C.        Pre-FIRM or Post-FIRM

                  D.        Building diagrams

                  E.         Flood insurance manual

                  F.         Elevation certificate

                  G.        Floodproofing (FP) certificate

                  H.        Grandfathering

      V.        Claims Handling Process                                                                                     

                  A.        NFIP Flood Insurance Claims Handbook

                              Review details

      VI.       Summary of Coverage                                                                                         

                  A.        Details of each page of Summary

      VII.      Agent Resources                                                                                                    

                  A.        Write your own company

                  B.        Flood manual

                  C.        FEMA.GOV

                  D.        FLOODSMART.GOV

        • September 12, 2018
        • 1:00 PM - 4:00 PM
        • IIAM Headquarters
        Register
        Flood Program Overview: Then and Now
        Presented by: Annette Winston
        Senior Flood Territory Manager for Selective

        Date: September 12, 2018

        Time: 1PM - 4PM

        CE: 3 Flood credits

        Location: IIAMD Headquarters

        2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

        Course Material: Handouts

        Topics Covered in this Seminar:


          I.          National Flood Insurance Program Changes                                                 

                      A.        NFIP:  Why was it established?

                      B.        Flood maps

                      C.        Maximum coverage limits

                      D.        Community rating system (CRS)

                      E.         Eligible building determination

                      F.         Builder’s risk

          G.        Intangible property

                      H.        Coastal Barrier Resource Act (CBRA)

                      I.          Zone determination

          II.        Policies & Products                                                                                               

                      A.        Dwelling

                      B.        General property policy

                      C.        Residential Code Building Association Policy (RCBAP)

                      D.        Preferred Risk Policy (PRP)

                      E.         Preferred Risk Policy Eligibility Extension (PRPEE)

                      F.         Coverages

                      G.        Exclusions

          III.       General Rules & Miscellaneous Rules                                                              

                      A.        Deductibles

                      B.        Policy fee

                      C.        Property values & loss settlement

                      D.        Dwelling/General property policy

                      E.         Residential Condo Building Assn. Program (RCBAP)

                      F.         Proof of coverage

                      G.        Waiting periods

                      H.        Cancellation

                      I.          Reduction of coverage or reformation

                      J.         Policy renewals

                      K.        Change endorsements

          IV.       Elements of Rating                                                                                                

                      A.        Elements of rating

                      B.        Flood definitions

                      C.        Pre-FIRM or Post-FIRM

                      D.        Building diagrams

                      E.         Flood insurance manual

                      F.         Elevation certificate

                      G.        Floodproofing (FP) certificate

                      H.        Grandfathering

          V.        Claims Handling Process                                                                                     

                      A.        NFIP Flood Insurance Claims Handbook

                                  Review details

          VI.       Summary of Coverage                                                                                         

                      A.        Details of each page of Summary

          VII.      Agent Resources                                                                                                    

                      A.        Write your own company

                      B.        Flood manual

                      C.        FEMA.GOV

                      D.        FLOODSMART.GOV

            • September 13, 2018
            • 9:00 AM - 3:30 PM
            • IIAM Headquarters
            Register
            E&O Risk Management
            Meeting the Challenges of Change

            Presented By: Stanley Lipshultz, CPCU


            Date: September 13, 2018

            Time: 9AM-3:30PM

            CE: 6 P/C

            Location: IIAMD Headquarters

            2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

            Course Material: Handouts

            **This E&O course is approved for the 10% Risk Management Credit on your SwissRe (Westport) or Fireman's Fund E&O policy**

            Topics covered in this seminar:
            • An E&O Claim - 360 Degree View
            • Understanding Agent Duties
            • Agency/Carrier Relations - Law of Agency
            • E&O Considerations of Agency Operation
            • The Role of Agency Procedures
            • Agency Defenses - Documentation
            • Minimizing E&O Exposures from Excess & Surplus Lines
            • Limiting Exposures to Data Breaches
            • Limiting E&O Exposures when Using Social Media
            • Certificates of Insurance
            • Agency/Carriers Contracts - E&O Considerations
            • Compliance with State and Federal Laws
            • Reporting an E&O Claim
            • Risk Assessment Questionnaires and Coverage Checklists


            Members of IIAM, who have their E&O policies written through Westport or Fireman's Fund, receive a 50% discount on member pricing. Call the association office at 410-766-0600 for the discount registration code.

            • October 11, 2018
            • 9:00 AM - 4:30 PM
            • IIAM Headquarters
            • 23
            Register

            Principles of Agency Management

            Presented by: Nancy Nicklow, CPCU, AAI


            Topics Discussed:

            • Agency Formation and Environment
            • Organizational Management
            • Agency Sales Management
            • Personal Production Plans

            Date: October 11, 2018

            Time: 9AM-4:30PM

            CE: 7 P/C

            Location: IIAMD Headquarters

            2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

            Course Material: Textbook and handouts (All course material is handed out the day of class)

            If you are taking the course as part of the AAI designation and wish to have the book sent to you in advance there will be a $5 charge added to your registration. If you choose to have it mailed you will receive the book 3 weeks prior to the start of the course.

            Additional Information:

            • If you are taking this course towards the AAI designation, testing will take place immediately following the course. You will have one hour to complete the exam.

            More information regarding the AAI program can be found on our website at www.iiamd.org/aai.

            • October 15, 2018
            • 9:00 AM
            • October 19, 2018
            • 4:30 PM
            • IIAMD Headquarters
            • 23
            Register

            Property & Casualty Pre-Licensing

            Presented by: Joseph Conroy, ACSR


            Date: October 15 - 19, 2018

            Time: 9AM-4:30PM

            Location: IIAMD Headquarters

            2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

            Click here for directions!

            Course Material: Textbook and 60 day online access to exam simulator.

            Material is handed out on the first day of class.

            Please bring a pen, highlighter and notepad.

            You can download the Property/Casualty course outline as well as the Candidate Handbook by visiting http://iiamd.org/licensing_pc


            • October 25, 2018
            • 9:00 AM - 12:00 PM
            • IIAM Headquarters: 2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061
            • 23
            Register

            Insurance Ethics

            Presented by: Stanley Lipshultz, CPCU


            The seminar covers:

            Standards of Ethical Behavior

            Approaches to Ethical Decision Making

            Legal Responsibilities

            Price of Professionalism

            Statutes & Regulations

            Who Sues the Agent?

            Benefits of Ethical Selling

            Code of Ethics


            **This course is approved for 3 hrs of ETHICS credits**

            • October 25, 2018
            • 1:00 PM - 4:00 PM
            • IIAM Headquarters: 2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061
            • 23
            Register

            Insurance Ethics

            Presented by: Stanley Lipshultz, CPCU


            The seminar covers:

            Standards of Ethical Behavior

            Approaches to Ethical Decision Making

            Legal Responsibilities

            Price of Professionalism

            Statutes & Regulations

            Who Sues the Agent?

            Benefits of Ethical Selling

            Code of Ethics


            **This course is approved for 3 hrs of ETHICS credits**

            • November 08, 2018
            • 9:00 AM - 3:30 PM
            • IIAM Headquarters
            • 12
            Register
                    Professional Development & Account Management             

            Presented By: Shelley Arnold, CPCU, ACSR, AAI, AINS, AU

             

            Increase value to your agency and producers with a solid understanding of how to build and retain customer relationships.

            Topics Discussed:

            • Customer service and its impact
            • Professional image and office
            • Professional communication
            • Account management and company relations    

               

            Date: November 8, 2018

            Time: 9AM-3:30PM

            CE: 6 P/C

            Location: IIAMD Headquarters

            2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

            Course Material: Textbook and handouts (All course material is handed out the day of class)

            If you are taking the course as part of the ACSR designation and wish to have the book mailed to you in advance, there will be a $5 fee added to your registration. If you choose to have it mailed you will receive the book 3 weeks prior to the start of the course.

            Additional Information:

            • If you are taking this course towards the ACSR designation, testing will take place immediately following the course. You will have one hour to complete the exam.

            More information regarding the ACSR program can be found on our website at www.iiamd.org/acsr.

            • November 15, 2018
            • 9:00 AM - 4:30 PM
            • IIAM Headquarters
            • 6
            Register

            The Insurance Production Environment

            Presented by: Nancy Nicklow, CPCU, AAI


            Topics Discussed:

            • Producer-Insurer Relations
            • Public Image of the Insurance Agency
            • Agency Growth and Customer Communications
            • Market Segmentation and Target Marketing

            Date: November 15, 2018

            Time: 9AM-4:30PM

            CE: 7 P/C

            Location: IIAMD Headquarters

            2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

            Course Material: Textbook and handouts (All course material is handed out the day of class)

            If you are taking the course as part of the AAI designation and wish to have the book sent to you in advance there will be a $5 charge added to your registration. If you choose to have it mailed you will receive the book 3 weeks prior to the start of the course.

            Additional Information:

            • If you are taking this course towards the AAI designation, testing will take place immediately following the course. You will have one hour to complete the exam.

            More information regarding the AAI program can be found on our website at www.iiamd.org/aai.

            • December 11, 2018
            • 9:00 AM - 3:30 PM
            • IIAM Headquarters
            Register
            E&O Risk Management
            Meeting the Challenges of Change

            Presented By: Stanley Lipshultz, CPCU


            Date: December 11, 2018

            Time: 9AM-3:30PM

            CE: 6 P/C

            Location: IIAMD Headquarters

            2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

            Course Material: Handouts

            **This E&O course is approved for the 10% Risk Management Credit on your SwissRe (Westport) or Fireman's Fund E&O policy**

            Topics covered in this seminar:
            • An E&O Claim - 360 Degree View
            • Understanding Agent Duties
            • Agency/Carrier Relations - Law of Agency
            • E&O Considerations of Agency Operation
            • The Role of Agency Procedures
            • Agency Defenses - Documentation
            • Minimizing E&O Exposures from Excess & Surplus Lines
            • Limiting Exposures to Data Breaches
            • Limiting E&O Exposures when Using Social Media
            • Certificates of Insurance
            • Agency/Carriers Contracts - E&O Considerations
            • Compliance with State and Federal Laws
            • Reporting an E&O Claim
            • Risk Assessment Questionnaires and Coverage Checklists


            Members of IIAM, who have their E&O policies written through Westport or Fireman's Fund, receive a 50% discount on member pricing. Call the association office at 410-766-0600 for the discount registration code.

            • December 13, 2018
            • 9:00 AM - 4:30 PM
            • IIAM Headquarters
            • 23
            Register

            Principles of Agency Management

            Presented by: Nancy Nicklow, CPCU, AAI


            Topics Discussed:

            • Managing Agency Information Technology
            • Agency Customer Service Management
            • Agency Financial Management

            Date: December 13, 2018

            Time: 9AM-4:30PM

            CE: 7 P/C

            Location: IIAMD Headquarters

            2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

            Course Material: Textbook and handouts (All course material is handed out the day of class)

            If you are taking the course as part of the AAI designation and wish to have the book sent to you in advance there will be a $5 charge added to your registration. If you choose to have it mailed you will receive the book 3 weeks prior to the start of the course.

            Additional Information:

            • If you are taking this course towards the AAI designation, testing will take place immediately following the course. You will have one hour to complete the exam.

            More information regarding the AAI program can be found on our website at www.iiamd.org/aai.

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