Personal Lines - Miscellaneous

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$192.00
Available
Seats Available
More Information
Instruction Hours 7
Topics Personal Lines - Miscellaneous
Programs Certified Insurance Service Representatives (CISR)
Start Date Jun 11, 2020
End Date Jun 11, 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.

Waco, TX
June 11, 2020
7:30 AM Registration
TBDWAC
UNKNOWN ADDRESS
Waco, TX 76701
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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

David Helms

Bio Detail

David Helms is a Senior Training Consultant with a national insurance carrier responsible for property & casualty insurance product and sales training David has a background in the areas of claims, underwriting, loss control, marketing, and sales. He earned a bachelor's degree in Business Administration from Georgia College and a master's degree in Insurance Management from Salve Regina University. He has also obtained designations from the National Alliance, American College, Insurance Institutes, Society of Insurance Trainers and Educators and Comp Tia. After three years of public service as a firefighter/paramedic, David entered the insurance business in 1984. He has worked with hundreds of independent agencies focused on efforts to grow revenue through consultative selling, social styles recognition, work flow management, value added services, cross selling, and retention strategies. He has advised agencies on strategic planning, staff professional development, errors and omissions loss control, and carrier relationship management. David currently trains carrier field sales managers in the disciplines of consultative selling and emotional intelligence, along with methods of enhancing relationships among independent agents and carriers in order to facilitate long term profitable growth. In addition, he has been a featured speaker at the University of North Texas and Mississippi State University.