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

    • October 25, 2016
    • November 15, 2017
    • Ad Placement in the 'Maryland Messenger'

    2017 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.

    • October 25, 2016
    • November 24, 2017
    • Ad Placement in the 'Maryland Messenger'

    2017 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.

    • May 17, 2017
    • 9:00 AM
    • July 25, 2017
    • 4:30 PM
    • IIAMD Headquarters: 2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061
    Registration is closed

    Multiple-Lines Insurance Production

    This registration is ONLY for those individuals who are working towards earning their AAI designation. If you are just interested in CE's please register for an individual seminar.

    AAI Packages are for IIAMD Members Only!

    Course Dates:

    AAI 82A: Commercial Liability Insurance - May 17, 2017

    AAI 82B: Other Commercial Insurance - June 28, 2017

    AAI 82C: Specialized Insurance & Bonds - July 25, 2017

    Course Times: 9am-4:30pm

    Location: IIAMD Headquarters: 2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

    Course Material: All students who register for AAI 82 will receive their textbook in advance of each course.

    CE: Each segment is approved for 7 P/C

    Program Fee: $400 (Fee includes registration for all three AAI 82 segments, textbooks, exams, and submission of CE credits for each course)

    Requirements: All those that register for AAI 82 are required to take the AAI exam immediately following each course.

    Additional Program Information:
    • Registration is for ONE individual only. 
    • The textbook for the first course will be mailed out 3 weeks prior to the start of the course.
    • AAI exams are given immediately following the course. Students have one hour to complete the exam.
    • If a student misses a course for any reason they will be permitted to self-study and complete the exam. They CANNOT transfer to another course.

    CANCELLATION/REFUND POLICY: There are NO refunds, NO transfers and NO substitutions permitted for the AAI packages.


    • June 28, 2017
    • 9:00 AM - 4:30 PM
    • IIAM Headquarters
    • 17

    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 28, 2017

    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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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 10, 2017
    • 9:00 AM
    • July 14, 2017
    • 4:30 PM
    • IIAMD Headquarters
    • 8

    Property & Casualty Pre-Licensing

    Presented by: Joseph Conroy, ACSR


    Date: July 10-14, 2017

    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.



    • July 18, 2017
    • 9:00 AM - 12:00 PM
    • IIAM Headquarters
    • 16
    Ethics 311: Ethical Guidelines for Insurance Professionals        

    Presented By: Shelley Arnold, CPCU

           

    Establish a practical ethical decision-making framework for any property/casualty insurance or risk management insurance career

    Topics Discussed:

    • Professionalism
    • Insurance professionals and high ethical standards
    • Ethical responsibility to groups
    • Ethical dilemmas
    • Ethical theories and decision-making tools
    • Barriers to ethical decision-making      

    Date: July 18, 2017

    Time: 9AM-12PM

    CE: 3 ET

    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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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 20, 2017
    • 9:00 AM - 1:00 PM
    • IIAM Headquarters
    • 21

    Homeowners Insurance

    Presented by: Joseph Conroy, ACSR


    Increase value to your agency with a strong understanding of the property and liability coverages that properly protect your customers.

    Topics Discussed:

    • Homeowners Policy Components and Section I - Property Coverages
    • Additional Coverages, Perils, Exclusions, and Conditions
    • Section II - Liability Coverages, and Section I and II Conditions
    • Endorsements
      

    Date: July 20, 2017

    Time: 9AM-1:00PM

    CE: 4 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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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, 2017
    • 9:00 AM - 4:30 PM
    • IIAM Headquarters
    • 20

    Specialized Insurance & Bonds

    Presented by: Don Dudey, CPCU


    Topics Discussed:

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

    Date: July 26, 2017

    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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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 27, 2017
    • 9:00 AM - 3:30 PM
    • IIAM Headquarters
    • 19
    Commercial Liability Insurance

    Presented By: Don Dudey, CPCU

    Increase customer satisfaction with your enhanced ability to recommend coverages that properly protect business owners from liability loss exposures.

    Topics Discussed:

    • Liability Loss Exposures and Legal Liability
    • Commercial General Liability Insurance, Part I and Part II
    • Commercial Liability Endorsements, Rating, and Other Liability Forms
    • Miscellaneous Commercial Liability Insurance

    Date: July 27, 2017

    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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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 06, 2017
    • 9:00 AM - 3:30 PM
    • IIAM Headquarters
    • 22

    Personal Automobile Insurance

    Presented by: Pamela Dodge, CIC, CPIA


    Develop the decision-making and problem-solving skills needed to recommend coverages that properly protect an individual’s automobile from loss.

    Topics Discussed:

    • Liability, Medical Payments, and Uninsured Motorists Coverage
    • Physical Damage, Insured Duties and Endorsements

    Date: September 6, 2017

    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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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, 2017
    • 9:00 AM - 3:30 PM
    • IIAM Headquarters
    E&O Risk Management
    Meeting the Challenges of Change

    Presented By: Stanley Lipshultz, CPCU


    Date: September 12, 2017

    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

    Please review the Staff Attendance Requirements to make sure you send the required amount of staff to the E&O seminar to receive the risk management credit for your agency E&O policy.

    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.

    • September 13, 2017
    • 9:00 AM - 3:30 PM
    • IIAM Headquarters
    • 19
    Commercial Automobile Insurance

    Presented By: Don Dudey, CPCU


     

    Develop the decision-making and problem-solving skills needed to recommend coverages that properly protect business owners from commercial auto loss exposures.

    Topics Discussed:

    • Commercial Auto Loss Exposures and the Business Auto Coverage Form
    • Business Auto Coverage Endorsements and Rating
    • Garage and Motor Carrier Coverage

    Date: September 13, 2017

    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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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 20, 2017
    • 10:00 AM - 12:00 PM
    • IIAM Headquarters
    The Basics of Flood Insurance
    Presented by: Annette Winston
    Senior Flood Territory Manager for Selective

    Date: September 20, 2017

    Time: 10AM-12PM

    CE: 2 Flood

    Location: IIAMD Headquarters

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

    Course Material: Handouts

    Topics Covered in this Seminar:

    • Section l - Insurance
    • Section ll - Flood Maps & Zone Determinations
    • Section lll - Policies & Products Available
    • Section lV - General Rules (Coverage limits, deductibles, Property Value Determination, Loss Settlement, etc.)
    • Section V - Rating
    • Section Vl - Claims Handling Process
    • Section Vll - Requirements of Flood Insurance Reform Act of 2004
    • Section Vlll - Requirements of Biggert-Waters Flood Insurance Reform and Modernization Act of 2012
    • Agent Resources
    • September 20, 2017
    • 1:00 PM - 3:00 PM
    • IIAM Headquarters
    The Basics of Flood Insurance
    Presented by: Annette Winston
    Senior Flood Territory Manager for Selective

    Date: September 20, 2017

    Time: 1PM-3PM

    CE: 2 Flood

    Location: IIAMD Headquarters

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

    Course Material: Handouts

    Topics Covered in this Seminar:

    • Section l - Insurance
    • Section ll - Flood Maps & Zone Determinations
    • Section lll - Policies & Products Available
    • Section lV - General Rules (Coverage limits, deductibles, Property Value Determination, Loss Settlement, etc.)
    • Section V - Rating
    • Section Vl - Claims Handling Process
    • Section Vll - Requirements of Flood Insurance Reform Act of 2004
    • Section Vlll - Requirements of Biggert-Waters Flood Insurance Reform and Modernization Act of 2012
    • Agent Resources
    • September 28, 2017
    • 9:00 AM - 4:30 PM
    • IIAM Headquarters
    • 22

    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: September 28, 2017

    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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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 28, 2017
    • 9:00 AM
    • November 30, 2017
    • 4:30 PM
    • IIAMD Headquarters: 2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

    Agency Operations & Sales Management

    This registration is ONLY for those individuals who are working towards earning their AAI designation. If you are just interested in CE's please register for an individual seminar.

    AAI Packages are for IIAMD Members Only!

    Course Dates:

    AAI 83A: Principles of Agency Mgmt - September 28, 2017

    AAI 83B: Insurance Production Environment - October 26, 2017

    AAI 83C: Agency Mgmt Tools & Processes - November 30, 2017

    Course Times: 9am-4:30pm

    Location: IIAMD Headquarters: 2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061

    Course Material: All students who register for AAI 83 will receive their textbook in advance of each course.

    CE: Each segment is approved for 7 P/C

    Program Fee: $400 (Fee includes registration for all three AAI 83 segments, textbooks, exams, and submission of CE credits for each course)

    Requirements: All those that register for AAI 83 are required to take the AAI exam immediately following each course.

    Additional Program Information:
    • Registration is for ONE individual only. 
    • The textbook for the first course will be mailed out 3 weeks prior to the start of the course.
    • AAI exams are given immediately following the course. Students have one hour to complete the exam.
    • If a student misses a course for any reason they will be permitted to self-study and complete the exam. They CANNOT transfer to another course.

    CANCELLATION/REFUND POLICY: There are NO refunds, NO transfers and NO substitutions permitted for the AAI packages.


    • October 11, 2017
    • 9:00 AM - 3:30 PM
    • IIAM Headquarters
    • 21

    Personal Lines Related Coverages

    Presented by: Pamela Dodge, CIC, CPIA

    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:October 11, 2017

    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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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.


    • October 12, 2017
    • 9:00 AM - 3:30 PM
    • IIAM Headquarters
    • 22
    Commercial Lines Related Coverages    

    Presented By: Sharon Gardner, AAI, ACSR

     

    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: October 12, 2017

    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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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.

    • October 16, 2017
    • 9:00 AM
    • October 20, 2017
    • 4:30 PM
    • IIAMD Headquarters
    • 22

    Property & Casualty Pre-Licensing

    Presented by: Joseph Conroy, ACSR


    Date: October 16-20, 2017

    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.



    • October 26, 2017
    • 9:00 AM - 4:30 PM
    • IIAM Headquarters
    • 24

    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: October 26, 2017

    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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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.

    • November 08, 2017
    • 9:00 AM - 3:30 PM
    • IIAM Headquarters
    • 24
        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: November 8, 2017

    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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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 30, 2017
    • 9:00 AM - 4:30 PM
    • IIAM Headquarters
    • 23

    Principles of Agency Management

    Presented by: Nancy Nicklow, CPCU, AAI


    Topics Discussed:

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

    Date: November 30, 2017

    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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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 05, 2017
    • 9:00 AM - 12:00 PM
    • IIAM Headquarters
    • 18
    Ethics 311: Ethical Guidelines for Insurance Professionals        

    Presented By: Shelley Arnold, CPCU

           

    Establish a practical ethical decision-making framework for any property/casualty insurance or risk management insurance career

    Topics Discussed:

    • Professionalism
    • Insurance professionals and high ethical standards
    • Ethical responsibility to groups
    • Ethical dilemmas
    • Ethical theories and decision-making tools
    • Barriers to ethical decision-making      

    Date: December 5, 2017

    Time: 9AM-12PM

    CE: 3 ET

    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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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.

    • December 07, 2017
    • 9:00 AM - 3:30 PM
    • IIAM Headquarters
    • 22
            Professional Development & Account Management             

    Presented By: Nancy Nicklow, CPCU

     

    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: December 7, 2017

    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 it is highly recommended that you get the book mailed to you in advance. If you choose to have it mailed you will receive it 3 week 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.

    • December 14, 2017
    • 9:00 AM - 3:30 PM
    • IIAM Headquarters
    E&O Risk Management
    Meeting the Challenges of Change

    Presented By: Stanley Lipshultz, CPCU


    Date: December 14, 2017

    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

    Please review the Staff Attendance Requirements to make sure you send the required amount of staff to the E&O seminar to receive the risk management credit for your agency E&O policy.

    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.

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