Listen. Learn. Succeed.
The Nat Alliance NOW podcast series provides risk and insurance professionals with rich, nuanced
conversations that deepen learning and promote the successful completion of National Alliance programs.
Monthly episodes feature active industry experts and guest hosts who explore trends and tackle
challenging course content.
Insurance Marketers Eye Challenges and Opportunities
Join Mitch Dunford as he talks with Insurance Marketing & Communications Association (IMCA) board members Peter van Aartrijk, CIC, and Amy Hourigan, and Channel Harvest Research Director,
Contractors’ Series: Part 4–Property Coverage for Contractors
Part four of our Contractors Series deals with important considerations when Property Coverages are involved. Cathy Trischan and Allen Messer discuss the Builders RiskUncertainty that may be
Contractors’ Series: Part 3–Contractors and the Commercial General Liability Policy
One of the most important coverages for contractors is the Commercial General LiabilityLegal responsibility or fault. More (CGL) Policy. It’s essential for agents to understand exclusions that
Contractors’ Series: Part 2–Additional Insureds and Certificates of Insurance
Contract requirements include requirements for adding others as Additional Insureds. This can be extremely problematic depending on the edition of the form that is required. In this
Contractors’ Series: Part 1–Understanding an Insured’s Contract
Whether dealing with General Contractors or Subcontractors, insurance can be extremely complicated. From the contract to the coverage, getting it right the first time will help properly
Hispanic Heritage Month with LAAIA
On this episode of Nat Alliance NOW, Mitch Dunford is joined by guest co-host Kryzten Valerio and guests Ariel Rivera, CIC, founder and AgencyA relationship, express or
How the Insurance Industry Can Attract Diverse New Talent
The fact that the African American community is underrepresented in the Insurance Industry presents an excellent opportunity to attract new talent. Learn why the NAAIA Florida chapter
How The Insurance Industry Can Cultivate Black Talent
Tune in as host, Mitch Dunford, MBA; interviews Cameron Alford, UACRM, ARM; Darryl Coleman; and Rakeda Ervin about their personal experiences as African Americans working in the
Insurance Services Office (ISO) Homeowners 2022 Updates
The Insurance Services Office (ISO) HO 22 Updates Livestream event featured a discussion between Dustyne Bryant, CIC, CISR, MBA, Academic Director for Personal Lines, and Paul Martin,
What’s Next for Certified Insurance Service Representatives?
Updating Elements of Risk Management
Process of managing uncertainty of exposures that affect an organization's assets and financial statements using five steps: identification, analysis, control, financing and administration. More and Beyond On this week’s episode, Mitch Dunford discusses the recent release of the newly revised CISR Elements of RiskUncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or probability of loss, 2) uncertainty concerning loss, 3) possibility of a variation of outcomes from a given set of circumstances, and 4) difference between expected losses and actual losses. More ManagementProcess of managing uncertainty
ISO Homeowners 2022 Updates– Livestream
The Insurance Services Office (ISO) has finally released an updated Homeowners multi-state filing with a tentative effective date of March 2022. Who’s ready to get rid of
Managing Cyber Exposure: 2020 and Beyond – Part 5
Host: Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR On the final installment of our Cyber ExposureA situation, practice or condition that may lead to an
30th Anniversary of Outstanding CSR of the Year Award
Join us as we celebrate the upcoming 30th Anniversary of The Outstanding Customer Service Representative of the Year (OCSRY) award for The National Alliance for Insurance Education
Starting Points: A Principal of Power
Tune in as Host, Bob Rogers CLU, ChFC; interviews Dustyne Bryant, MBA, CIC, CISR; and Dave Murphy about the intrinsic value of a starting point and how
Become Your Underwriter’s Favorite: New ACORD Forms Training
Tune in as host Mitch Dunford, MBA interviews course author, Alivia Cooper, CRM, CIC, and our Director of Instructional Design, Beth Ottolini; about the first Insurance Bootcamp
Managing Cyber Exposure: 2020 and Beyond – Part 4
Host: Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR Many agents and brokers may not know about regulatory issues as they relate to cyber insurance. For example, can
Managing Cyber Exposure: 2020 and Beyond – Part 3
Host: Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR In Part 3 of Managing Cyber ExposureA situation, practice or condition that may lead to an adverse
2021 Update Options for All Designation Holders
The year 2020 was a challenge for everyone, and it’s impact across all industries and work environments will be felt for a long time. Despite being negatively
2020 ISO Business Auto Policy Edition Update
In this episode of Nat Alliance NOW, Paul Martin, CPCU, Director of Academic Content for the National Alliance for Insurance and Education Research, and Allen Messer, CIC, CPCU,
Managing Cyber Exposure: 2020 and Beyond – Part 2
Host: Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR In Managing Cyber ExposureA situation, practice or condition that may lead to an adverse financial consequence; an activity
First CISR High School Student to Pass in the Nation
Tune in as we interview Monique Colizzi, BusinessIncludes trade, profession, or occupation. More & RiskUncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or probability of loss, 2) uncertainty concerning loss, 3) possibility of a variation of outcomes from a given set of circumstances, and 4) difference between expected losses and actual losses. More ManagementProcess of managing uncertainty of exposures that affect an organization’s assets and financial
MEET THE HOSTS
Mitch Dunford is the Chief Marketing and Content Officer at the National Alliance for Insurance Education and Research. Before joining the National Alliance Mitch was CEO of Wells Media Group, Inc. Wells Media is the pubisher of Insurance Journal, Claims Journal, MyNewMarkets.com, Carrier Management Magazine and InsuraneJournal.tv. Mitch is a former police officer and Mitch and Cathy Dunford are the parents of six children.
Paul Martin is an academic director for the national Alliance where he works with Alliance faculty, agents and other industry professionals to deliver industry best education. During his career, Paul has been an adjuster, underwriter, special agent, company manager, independent agent and 20 years as an insurance educator in the state of Texas.
Bob has been a member of the National Faculty of the Society of Certified Insurance Counselors (CIC) since 1985 and was named as one of seven “Distinguished Faculty Members” of The National Alliance at the 45th anniversary celebration in 2014. He was named “Insurance Educator of the Year” in 1992 by the Professional Insurance Agents of Texas and was the 1992-1993 Watts Memorial Lecturer at the University of Richmond. He is the chair of the Jerry Montgomery Memorial Research Fund (JMMRF) of The National Alliance Research Academy and serves on the Academy’s Board of Directors. The JMMRF provides scholarships for college students pursuing their CIC and CRM designations through the University Associate CIC and CRM programs. These programs are currently offered at 29 colleges and universities across the United States. Bob also serves on the Board of Governors of Shriners Hospitals for Children-Texas.
Kelly Surles, CIC, CPRM, CISR, ACSR is the Corporate Account Team Lead for The National Alliance. Her prior industry experience includes Personal Lines Account Manager, Personal Lines Manager, and Private Client Account Manager for three large independent insurance agencies in Austin. She served on the board of directors for Independent Insurance Agents of Austin for seven years, including her most recent role as President before joining The National Alliance.
