Personal Lines - Miscellaneous

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Instruction Hours 7
Topics Personal Lines - Miscellaneous
Programs Certified Insurance Service Representatives (CISR)
Start Date Jun 24, 2020
End Date Jun 24, 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.

North Charleston, SC
June 24, 2020
7:30 AM Registration
Hilton Garden Inn
5265 International Blvd.
North Charleston, SC 29418
843-308-9330

This event is being conducted by the IIAB of South 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

Lee Ellis

Bio Detail

Lee Ellis is the President of Ellis Realty & Insurance Agency, Inc. in Hampton, South Carolina. The agency was founded in 1948 by his Father; E. P. Ellis, Jr. Lee graduated from the University of South Carolina in 1981 with a B.S. degree in Insurance and Economic Securities. He went on to obtain the Accredited Advisor in Insurance designation in 1985, the Certified Insurance Counselor designation in 1990, and the Chartered Property Casualty Underwriter designation in 1993 and the Certified Personal Risk Manager in 2017. Lee was honored as the IIABSC Young Agent of the Year in 1995 and Agent of the Year in 2011. He is also chairman of the SC Trusted Choice Big "I" National Championship Committee and serves on the National Committee for this event. Lee also holds a SC Real Estate Brokers license.