Personal Lines - Miscellaneous

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Instruction Hours 7
Topics Personal Lines - Miscellaneous
Programs Certified Insurance Service Representatives (CISR)
Start Date Nov 03, 2020
End Date Nov 03, 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.

Billings, MT
November 3, 2020
7:30 AM Registration
Billings Hotel Convention Center
1223 Mullowney Ln.
Billings, MT 59101
406-248-7151

This event is being conducted by the Montana Insurance Education Foundation

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

Jerry Kennedy

Bio Detail

Jerry owns and manages an agency in Grand Coulee, Washington. Jerry has long been an advocate of professional continuing education and is a National Faculty member and Educational Consultant for The National Alliance. He earned his CIC designation in 1983 and served as a member of the Board of Governors for the Society of Certified Insurance Service Representatives (CISR) from 1995-2001. Active in the industry, Jerry served on the technical committee of the Independent Agents of Washington and chaired the Far West Agents conference, a technical forum with Insurance Services Office. He currently serves as faculty for IIAA's Virtual University. Jerry was honored by the PIA of Washington/Alaska as "Agent of the Year" in 1994 and served as President of the Association in 1997-1998.