Upcoming events

Switch to Calendar View

• ACSR 6 - Commercial Property Insurance

  • When
    February 27, 2019
  •  
    9:00 AM - 3:30 PM
  • Location
    IIAM Headquarters
  • Spaces left
    13

  Register

  Commercial Property Insurance

  Presented By: Don Dudey, CPCU
  

  
  

  Gain the confidence to accurately and efficiently identify and assess commercial loss exposures.

  Topics Discussed:

  • Introduction to Commercial Property

  • Causes of Loss and Coverage Forms

  • Business Income Insurance

  • Flood Insurance

  

  Date: February 27, 2019
  

  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.
  

  Show details
• AAI 81C- Commercial Property Insurance

  • When
    March 06, 2019
  •  
    9:00 AM - 4:30 PM
  • Location
    IIAM Headquarters
  • Spaces left
    20

  Register

  Commercial Property Insurance
  

  Presented by: Don Dudey, CPCU
  

  
  

  Topics Discussed:

  • Commercial Property Insurance
    

  • Business Income and Extra Expense Insurance
    

  • Commercial Inland Insurance
    

  • Ocean Marine Insurance
    

  

  Date: March 06, 2019

  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.
  

  Show details
• E&O Risk Management: Meeting the Challenges of Change

  • When
    March 07, 2019
  •  
    9:00 AM - 3:30 PM
  • Location
    IIAM Headquarters

  Register

  E&O Risk Management
  Meeting the Challenges of Change
  

  Presented By: Stanley Lipshultz, CPCU
  

  
  

  Date: March 07, 2019
  

  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.

  Show details
• ACSR 5 - Professional Development & Account Management

  • When
    March 20, 2019
  •  
    9:00 AM - 3:30 PM
  • Location
    IIAM Headquarters
  • Spaces left
    19

  Register

          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: March 20, 2019

  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.
  

  Show details
• ACSR 2- Personal Automobile Insurance

  • When
    April 03, 2019
  •  
    9:00 AM - 3:30 PM
  • Location
    IIAM Headquarters
  • Spaces left
    20

  Register

  Personal Automobile Insurance

  Presented by: Pamela Dodge, CIC, CPIA, ACSR
  

  
  

  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: April 03, 2019

  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.
  

  
  

  Show details
• AAI 82A- Commercial Liability Insurance

  • When
    April 09, 2019
  •  
    9:00 AM - 4:30 PM
  • Location
    IIAM Headquarters
  • Spaces left
    24

  Register

  Commercial Liability Insurance
  

  Presented by: Don Dudey, CPCU
  

  
  

  Topics Discussed:

  • Commercial General Liability Insurance
    

  • Commercial Automobile Insurance
    

  • Garage and Motor Carrier Insurance

  Date: April 09, 2019

  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.
  

  Show details
• ACSR 7- Commercial General Liability

  • When
    April 24, 2019
  •  
    9:00 AM - 3:30 PM
  • Location
    IIAM Headquarters
  • Spaces left
    20

  Register

  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: April 24, 2019
  

  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.
  

  Show details
• Insurance Ethics

  • When
    April 25, 2019
  •  
    9:00 AM - 12:00 PM
  • Location
    IIAM Headquarters: 2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061
  • Spaces left
    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**

  Show details
• Insurance Ethics

  • When
    April 25, 2019
  •  
    1:00 PM - 4:00 PM
  • Location
    IIAM Headquarters: 2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061
  • Spaces left
    24

  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**

  Show details
• Property & Casualty Pre-Licensing

  • Start
    April 29, 2019
  •  
    9:00 AM
  • End
    May 03, 2019
  •  
    4:30 PM
  • Location
    IIAMD Headquarters
  • Spaces left
    20

  Register

  Property & Casualty Pre-Licensing

  
  

  Presented by: Joseph Conroy, ACSR

  
  

  Date: April 29 - May 03, 2019
  

  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. 
  

  
  

  Show details
• ACSR 3- Personal Lines Related Coverages

  • When
    May 07, 2019
  •  
    9:00 AM - 3:30 PM
  • Location
    IIAM Headquarters
  • Spaces left
    20

  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: May 07, 2019

  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.
  

  
  

  Show details
• AAI 82B- Other Commercial Insurance

  • When
    May 08, 2019
  •  
    9:00 AM - 4:30 PM
  • Location
    IIAM Headquarters
  • Spaces left
    22

  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: May 08, 2019

  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.
  

  Show details
• ACSR 8- Commercial Automobile Insurance

  • When
    May 15, 2019
  •  
    9:00 AM - 3:30 PM
  • Location
    IIAM Headquarters
  • Spaces left
    22

  Register

  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: May 15, 2019
  

  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.
  

  Show details
• ACSR 9- Commercial Lines Related Coverages

  • When
    June 11, 2019
  •  
    9:00 AM - 3:30 PM
  • Location
    IIAM Headquarters
  • Spaces left
    21

  Register

  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: June 11, 2019
  

  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.
  

  Show details
• AAI 82C- Specialized Insurance & Bonds

  • When
    June 12, 2019
  •  
    9:00 AM - 4:30 PM
  • Location
    IIAM Headquarters
  • Spaces left
    22

  Register

  Specialized Insurance & Bonds
  

  Presented by: Don Dudey, CPCU
  

  
  

  Topics Discussed:

  • Specialty Insurance
    

  • Commercial Excess and Umbrella Liability Insurance
    

  • Surety Bonds

  Date: June 12, 2019

  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.
  

  Show details
• E&O Risk Management: Meeting the Challenges of Change

  • When
    June 13, 2019
  •  
    9:00 AM - 3:30 PM
  • Location
    IIAM Headquarters

  Register

  E&O Risk Management
  Meeting the Challenges of Change
  

  Presented By: Stanley Lipshultz, CPCU
  

  
  

  Date: June 13, 2019
  

  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.

  Show details
• Property & Casualty Pre-Licensing

  • Start
    September 09, 2019
  •  
    9:00 AM
  • End
    September 13, 2019
  •  
    4:30 PM
  • Location
    IIAMD Headquarters
  • Spaces left
    24

  Register

  Property & Casualty Pre-Licensing

  
  

  Presented by: Joseph Conroy, ACSR

  
  

  Date: September 9 - September 13, 2019
  

  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. 
  

  
  

  Show details
• Flood Program Overview - Then and Now

  • When
    September 17, 2019
  •  
    9:00 AM - 12:00 PM
  • Location
    IIAM Headquarters
  • Spaces left
    24

  Register

  Flood Program Overview: Then and Now
  Presented by: Annette Winston
  Senior Flood Territory Manager for Selective
  

  Date: September 17, 2019
  

  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

  Show details
• Flood Program Overview - Then and Now

  • When
    September 17, 2019
  •  
    1:00 PM - 4:00 PM
  • Location
    IIAM Headquarters
  • Spaces left
    24

  Register

  Flood Program Overview: Then and Now
  Presented by: Annette Winston
  Senior Flood Territory Manager for Selective
  

  Date: September 17, 2019
  

  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

  Show details
• AAI 83A - Principles of Agency Management

  • When
    September 18, 2019
  •  
    9:00 AM - 4:30 PM
  • Location
    IIAM Headquarters
  • Spaces left
    24

  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: September 18, 2019

  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.
  

  Show details
• E&O Risk Management: Meeting the Challenges of Change

  • When
    September 24, 2019
  •  
    9:00 AM - 3:30 PM
  • Location
    IIAM Headquarters

  Register

  E&O Risk Management
  Meeting the Challenges of Change
  

  Presented By: Stanley Lipshultz, CPCU
  

  
  

  Date: September 24, 2019
  

  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.

  Show details
• Insurance Ethics

  • When
    October 15, 2019
  •  
    9:00 AM - 12:00 PM
  • Location
    IIAM Headquarters: 2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061
  • Spaces left
    24

  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**

  Show details
• Insurance Ethics

  • When
    October 15, 2019
  •  
    1:00 PM - 4:00 PM
  • Location
    IIAM Headquarters: 2408 Peppermill Dr., Ste A; Glen Burnie, MD. 21061
  • Spaces left
    24

  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**

  Show details
• AAI 83B- The Insurance Production Environment

  • When
    October 16, 2019
  •  
    9:00 AM - 4:30 PM
  • Location
    IIAM Headquarters
  • Spaces left
    24

  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: October 16, 2019

  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.
  

  Show details
• AAI 83C- Agency Management Tools and Processes

  • When
    November 12, 2019
  •  
    9:00 AM - 4:30 PM
  • Location
    IIAM Headquarters
  • Spaces left
    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: November 12, 2019

  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.
  

  Show details
• Property & Casualty Pre-Licensing

  • Start
    December 02, 2019
  •  
    9:00 AM
  • End
    December 06, 2019
  •  
    4:30 PM
  • Location
    IIAMD Headquarters
  • Spaces left
    24

  Register

  Property & Casualty Pre-Licensing

  
  

  Presented by: Joseph Conroy, ACSR

  
  

  Date: December 2 - December 6, 2019
  

  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. 
  

  
  

  Show details
• E&O Risk Management: Meeting the Challenges of Change

  • When
    December 12, 2019
  •  
    9:00 AM - 3:30 PM
  • Location
    IIAM Headquarters

  Register

  E&O Risk Management
  Meeting the Challenges of Change
  

  Presented By: Stanley Lipshultz, CPCU
  

  
  

  Date: December 12, 2019
  

  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.

  Show details