Personal Lines - Miscellaneous

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Available
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Instruction Hours 7
Topics Personal Lines - Miscellaneous
Programs Certified Insurance Service Representatives (CISR)
Start Date May 19, 2020
End Date May 19, 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.

Tuscaloosa, AL
May 19, 2020
7:30 AM Registration
Bryant Conference Center
240 Bryant Drive
Tuscaloosa, AL 35401
205-348-3001

This event is being conducted by the Alabama IIA, Inc.

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

Lisa Worley

Bio Detail

Lisa Worley is President of Anchor Insurance Agency, Inc., in Hoover, Alabama. She received the CIC designation in 1988 and the ARM designation in 1991. Lisa has served on the Alabama Independent Insurance Agents, Inc. Education, CIC, Small and Rural Agents, and Long Range Planning Committees. Lisa is a past President for the Birmingham Executive Board. She was named "Chairperson of the year" in 2003 and "Insurer of the Year" by AIIA in 2004. Lisa teaches extensively for the AIIA and Insurers of Tennessee, including E & O Loss Control Seminars and CISR Seminars. She has presented independent classes on topics ranging from Time Management to Boomer Issues and Insurance. Lisa is active in her community. She is a member of the Hoover Chamber of Commerce, sponsor of Red Mountain Grace, past president of the Alabama Parents Club of the United States Air Force Academy, and board member of Live and Proclaim Ministries. As a member of Hunter Street Baptist Church, she teaches Sunday school and is active in women's ministry.