Commercial Multiline

image
Available
Seats Available
More Information
Instruction Hours 16
Topics Commercial Multiline
Programs Certified Insurance Counselors Institutes (CIC)
Start Date Mar 25, 2020
End Date Mar 27, 2020
Learning Options Traditional Classroom

Download Agenda

Register
Topics Covered:

  • Commercial Inland Marine Concepts & Coverages

  • Crime Coverages & Endorsements

  • Cyber Exposures and Coverages

  • Employment Practices Liability Insurance

  • Excess Liability/Commercial Umbrella Coverages

Oklahoma City, OK
March 25-27, 2020
7:30 AM Registration
The Credit Union House of Oklahoma
631 E Hill St
Oklahoma City, OK 73105
405-445-1513
Contact IIA of Oklahoma at 405-840-4426 for overnight accommodations.

This event is being conducted by the IIA of Oklahoma

Commercial Multiline Institute

The complexity of commercial lines requires a broader knowledge of the property and casualty coverages specifically designed to address exposures. This course addresses some of the most often encountered coverage enhancements that should be considered. Learn how to protect your clients with the coverages that best match their needs.

Topics Covered:

  • Commercial Inland Marine Concepts & Coverages

  • Crime Coverages & Endorsements

  • Cyber Exposures and Coverages

  • Employment Practices Liability Insurance

  • Excess Liability/Commercial Umbrella Coverages

Participants will:

  • Learn the benefits of writing Bailee coverage.
    • Identify exposures covered by a Builders Risk Policy and the “Soft Costs” endorsement.
    • List the methods for writing Contractors Equipment coverage.
    • Understand the exposures of Transportation and how to address them. 
  • Explore the reasons to consider purchasing Crime Coverage and provisions found in the Crime Coverage Forms.
    • Become familiar with the Seven (7) built-in Insuring Agreements including Employee Theft.
  • Identify first and third-party loss exposures related to Cyber.
    • Understand the major provisions commonly found in Cyber insurance policies and how they differ. 
  • Explore the sources of employment practices liability for businesses and organizations, with special emphasis on related legal concepts.
    • Learn how coverage can be provided and the major policy provisions found in employment practices liability policies.
  • Examine the purpose of excess liability policies.
    • Learn about the different policy characteristics, “self-insured retention”, underlying requirements, and concurrency issues.
    • Learn how to analyze insuring agreements, exclusions and policy provisions in the absence of a “standard” excess liability form.

Commercial Multiline Institute

The complexity of commercial lines requires a broader knowledge of the property and casualty coverages specifically designed to address exposures. This course addresses some of the most often encountered coverage enhancements that should be considered. Learn how to protect your clients with the coverages that best match their needs.

Faculty

Faculty Name

Patrick Deem

Bio Detail

Patrick Deem began his insurance industry career in December 1969 with USF&G Insurance Company in the Louisville, Kentucky Branch Office. He has been an Underwriting Manager, Sales Manager, Excess and Surplus Lines Underwriter, and an Independent Insurance Agent. Patrick publishes articles and conducts seminars on a state and national basis regarding technical subjects of property and casualty insurance for insurance and trade associations. In addition, Patrick has served as an insurance consultant and testified as an expert witness in various fields associated with the insurance industry. Currently, Patrick is a licensed Risk Manager in Texas. He founded Risk Management and Insurance Education Services in Austin, Texas, an independent company which serves insurance companies, agents, and insureds. Patrick holds the Certified Insurance Counselor designation, which he obtained in 1984. He has been a National Faculty member for The National Alliance for Insurance Education & Research since 1986.

Faculty Name

Catherine Trischan

Bio Detail

Cathy Trischan has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting. She began her insurance career upon graduation from Rutgers University in 1987. She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several large, New Jersey agencies. In addition to her work with E&K, Cathy provides education and consulting services to other agents and brokers. She is a National Faculty member of The National Alliance, speaking in both the CIC and CISR programs. She is a regular presenter for the Professional Insurance Agents (PIA) and other organizations and has taught both pre-licensing and continuing education courses. Cathy has written courses and articles on various insurance topics. A firm believer that one should never stop learning, Cathy holds several professional designations including CIC, CRM and CPCU. She earned her CIC designation in 1993 and her CRM designation in 2004.