Personal Lines - Miscellaneous

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

Jefferson City, MO
November 19, 2020
7:15 AM Registration
MO Association of Insurance Agents Headquarters
3315 Emerald Ln
Jefferson City, MO 65109
573-893-4301

This event is being conducted by the Missouri Association of Insurance Agents

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

Angelynn Heavener

Bio Detail

Angie Heavener began her insurance career in 1971 joining her family's agency. She held numerous positions in the agency consisting of CSR, producer, and eventually agency owner. In 1993, she sold her agency to join the staff of the Professional Independent Insurance Agents of Illinois. She began as assistant vice president of Marketing/Instructor and was shortly promoted to vice-president of Education. She is currently the principal of Insurance Training Plus, Inc., a professional training and consulting firm focused on education and agency operations, that she began in 2002. Angie served as education chairperson for the IIAI and PIIAI, as well as a committee member for the IIABA education committee. She has also served on numerous other state and national committees. Angie received the Young Agent of the Year Award in 1991, obtained her CIC designation in 1994, and her Certified Professional Insurance Agent designation in 1999. Angie teaches numerous property and casualty education seminars throughout the country and is a frequent speaker at state conventions. Angie also teaches sales, service and operations programs. She is a national faculty member of the Society of Certified Insurance Counselors. Angie is an approved auditor for a number of E&O carriers and conducts internal Errors and Omissions audits on agencies throughout the country. She also consults with agencies on developing procedures, workflows and sales centers. Angie co-authored a book on Errors and Omissions audits and writes articles for various state insurance association magazines.