Personal Lines - Miscellaneous

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Instruction Hours 7
Topics Personal Lines - Miscellaneous
Programs Certified Insurance Service Representatives (CISR)
Start Date Feb 18, 2020
End Date Feb 18, 2020
Learning Options Traditional Classroom

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Topics Covered:

  • Watercraft Exposures & Coverages
  • Recreational Vehicles
  • Business Activities of Personal Lines Clients
  • Personal Umbrella/Excess Liability

It is recommended that students taking CISR Personal Lines Miscellaneous have already taken CISR Personal Residential or have a working knowledge of the Homeowners Policy Form.

Greensboro, NC
February 18, 2020
7:30 AM Registration
Hyatt Place
1619 Stanley Rd
Greensboro, NC 27407
336-852-1443

This event is being conducted by the IIA of North Carolina

This course addresses the exposures created by watercraft, recreational vehicles, and business activities often encountered when working with personal lines clients. Prompting your client to identify these exposures is crucial, because the ISO Homeowners and ISO Personal Auto Programs provide only very limited coverage. You will be better able to design the appropriate coverage for these exposures. The course will also provide an analysis of the important coverage offered through personal umbrella or excess liability policies.

Topics Covered::

  • Watercraft Exposures & Coverages
  • Recreational Vehicles
  • Business Activities of Personal Lines Clients
  • Personal Umbrella/Excess Liability

It is recommended that students taking CISR Personal Lines Miscellaneous have already taken CISR Personal Residential or have a working knowledge of the Homeowners Policy Form.

Faculty

Faculty Name

Stephen Booth

Bio Detail

Steve was born and raised in Durham and began his career in insurance upon graduation from the University of North Carolina, Chapel Hill (1977) with a major in Studio Art/Design and minor studies in Business Communications. One of the first tasks that he began after several years of insurance experience with his family agency was to choose an automation system for his agency. The knowledge he gained from his searching, as well as his many years of high school and college programming experience, gave him the interest in pursuing the Associate in Automation Management degree, which he received in 1990. When his dad retired 1999, he joined the DHN&T Insurance Agency. Steve has continued to prove that small agencies can compete in the market place through maintaining advanced technology and providing strong customer oriented service. His knowledge and background in both automation and insurance, has allowed him to teach other agents and brokers on an international level to use their automation system at a higher level of efficiency and integration. He served for over fifteen years as the president of the Carolinas TAM Users Group and is a nationally recognized ACNetwork Master presenter. Steve has also been teaching for the IIANC since the mid-eighties in the personal lines and E&O areas. Steve has received the coveted Lifetime Achievement Award from the international software users group Applied Client Network as well as the Ernest F. Young Education Award from the IIANC. He is a past President for the Exchange Club of Greater Durham.