Personal Lines

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Available
Seats Available
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Instruction Hours 16
Topics Personal Lines
Programs Certified Insurance Counselors Institutes (CIC)
Start Date Mar 11, 2020
End Date Mar 13, 2020
Learning Options Traditional Classroom

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Topics Covered: Covered

  • Personal Residential Coverages*
  • Personal Automobile Coverages*
  • Personal Umbrella/Excess Coverages*

Optional

Louisville, KY
March 11-13, 2020
7:30 AM Registration
Wingate by Wyndham Louisville East
12301 Alliant Ct.
Louisville, KY 40299
502-261-0644

This event is being conducted by the PIA of Kentucky, Inc.

Personal Lines (PL) Institute

In order to provide Personal Lines clients with the advice and protection they need, an understanding of the essential coverages provided by Homeowners, Personal Auto, and Personal Umbrella/Excess policies is necessary. As state-specific changes are included for the state in which the Institute is conducted, you will understand how state-specific changes revise coverage for your Personal Lines client.


Mandatory Topics Covered: Covered

  • Personal Residential Coverages*
  • Personal Automobile Coverages*
  • Personal Umbrella/Excess Coverages*

Optional

Faculty

Faculty Name

Angelynn Heavener

Bio Detail

Angie Heavener began her insurance career in 1971 joining her family's agency. She held numerous positions in the agency consisting of CSR, producer, and eventually agency owner. In 1993, she sold her agency to join the staff of the Professional Independent Insurance Agents of Illinois. She began as assistant vice president of Marketing/Instructor and was shortly promoted to vice-president of Education. She is currently the principal of Insurance Training Plus, Inc., a professional training and consulting firm focused on education and agency operations, that she began in 2002. Angie served as education chairperson for the IIAI and PIIAI, as well as a committee member for the IIABA education committee. She has also served on numerous other state and national committees. Angie received the Young Agent of the Year Award in 1991, obtained her CIC designation in 1994, and her Certified Professional Insurance Agent designation in 1999. Angie teaches numerous property and casualty education seminars throughout the country and is a frequent speaker at state conventions. Angie also teaches sales, service and operations programs. She is a national faculty member of the Society of Certified Insurance Counselors. Angie is an approved auditor for a number of E&O carriers and conducts internal Errors and Omissions audits on agencies throughout the country. She also consults with agencies on developing procedures, workflows and sales centers. Angie co-authored a book on Errors and Omissions audits and writes articles for various state insurance association magazines.

Faculty Name

William Burke

Bio Detail

William Burke is Director of Underwriting Operations for a Fortune 100 Property & Casualty insurance carrier in Atlanta, Georgia. Bill has 33 years of experience in the P&C business working with independent agents in a variety of underwriting and management roles, with assignments during that time in regional offices in St. Louis, Seattle and Atlanta. In his current role, Bill manages personal lines national underwriting profit initiatives, catastrophe underwriting and planning and serves as a 30b6 corporate deponent on underwriting matters. As an underwriting witness, he provides assistance with fraud and material misrepresentation cases across the country, consulting with Claims, SIU, and defense attorneys to provide expert testimony, affidavits, depositions and trial appearances. Bill holds the Chartered Property and Casualty Underwriting (CPCU) designation, the Certified Insurance Counselor (CIC) designation and has a BBA in Risk Management and Insurance from the University of Georgia. He is also a volunteer with American Corporate Partners (ACP), providing career counseling and mentoring to returning active duty members of the U.S. armed forces, as they transition into civilian careers.