Commercial Multiline

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$475.00
Available
Seats Available
More Information
Instruction Hours 16
Topics Commercial Multiline
Programs Certified Insurance Counselors Institutes (CIC)
Start Date Jul 22, 2020
End Date Jul 24, 2020
Learning Options Traditional Classroom

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Topics Covered:

  • Commercial Inland Marine Concepts & Coverages

  • Crime Coverages & Endorsements

  • Cyber Exposures and Coverages

  • Employment Practices Liability Insurance

  • Excess Liability/Commercial Umbrella Coverages

Sacramento, CA
July 22-24, 2020
7:30 AM Registration
TBDSAC
UNKNOWN ADDRESS
Sacramento, CA 94203
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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

Daniel Fink

Bio Detail

Daniel Fink has 35 years of experience as an Independent Insurance Agent in the Midwest and Southwest. In 2013 he moved from the agency to the company side and has served as Territorial Manager for UCA General Insurance & Pacific Excess. UCA is a program manager for Commercial Property and Liability Packages including Restaurants, Hotels, Condo Associations, and Shopping Centers After graduating with a Bachelor of Arts (cum laude) in Journalism and English from Oakland University, Rochester, MI, Daniel worked as a free-lance newspaper reporter. But then he married into an insurance family and most of his creative writing turned into writing of insurance coverages. He learned insurance from the ground up and helped to grow the family agency eventually managing the commercial lines department and starting a hospitality insurance division specializing in hotels, restaurants, and taverns. In 1999, Daniel returned to his home state of Arizona with his family. He ran his own commercial lines agency for a time and then joined a larger Arizona agency. Since 2004, Daniel has been teaching classes for The National Alliance and state associations including the CIC and CISR programs. He has also spoken at convention and trade associations on insurance coverages, risk management, and insurance topics In 2011, Daniel served as President of the Independent Insurance Agents and Brokers of Arizona and prior to that served on the its board of directors and as chairman of its education committee. Daniel also serves as an expert witness on insurance matters and standard of care assisting attorneys on insurance litigation matters. He has served on the committee to review the insurance agents licensing exam for the State of Arizona. Daniel has been active in teaching, sports, drama, writing, and playing with his grandson. He also likes to attend and work in his local church and working with children including AZ foster kids. His loves include his three children: Andrea (33), Sarah (30), and DJ (27), and his grandson Avery (8). Daniel just married his love and fellow adventurer Dina on Christmas Eve 2015. And with her, they now have 6 grandchildren which they thoroughly enjoy.

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.