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Female-Owned Insurance Agencies: Creating a Legacy
Comedian guest host, Natasha Pearl Hansen joins Dustyne Bryant to explore the successes of Jonnie Anderson and Olivia Hein, owners of Legacy Insurance Partners– an
New Academy Release: Fundamentals of Life & Health Insurance
The National Alliance for Insurance Education & Research announces the launch of a new Life & Health Insurance publication, authored by Tom Faulconer, CFP, CLY, ChFC, CASL,
Insurance Agents & Brokers
Tune in as Mitch Dunford, National Alliance CMO talks with IA&B CEO Jason Ernest, and Education Senior Director Jess McWilliams about the challenges independent agencies
For Women, by Women
In this episode host Dustyne Bryant and guest-host and fellow Academic Director Sarah Warhaftig, JD, CRM invite Kim Beach to talk about her career change
Four Questions to Ask Before You Outsource Producer Coaching
Meg McKeen, CIC As a leader, you navigate the short and long-term priorities of your organization, which are so often in competition with one another.
Put Your Behind In The Past
It’s story time! In the season 3 premiere, Dustyne Bryant invites, fellow colleague Paula Price to extract tales of the good ‘ole days from two
2022 Outstanding CSR of the Year State Winners Announced
Each year, a group of exceptional insurance professionals are selected to represent their states and then compete to become the National Outstanding CSR of the
5 Things About the New Certified Environmental Strategist (CeS) Course
The Certified Environmental Strategist (CeS) self-paced course, created by Chris Bunbury, Environmental Strategist and President of Environmental Strategist, Inc., educates insurance professionals/risk managers about how to coach clients to manage and transfer
A technique involving one party transferring the uncertainty of loss to another party or parties. More their environmental exposures.
Season 2 Recap: Farewell to Cat Ferris
Listener Discretion is Advised: This episode discusses depression, please listen at your discretion. If you are struggling with depression please seek help from a licensed
The Florida Association of Insurance Agents Episode
In this episode of Nat Alliance NOW Mitch Dunford talks with the Florida Association of Insurance Agents (FAIA) executives Dave Newell and Kyle Ulrich, CAE
Managing Pet Risks
Amy MacDonald from Nationwide’s Pet Insurance Department sits down to fill you in on products that you may not have known existed – insurance for
What’s Legal Isn’t Always What’s Fair
Listener Discretion is Advised: The following episode contains real-life examples regarding drugs, fostering, and death that may be triggering and/or sensitive to some audiences. ×
The Next Normal: Agency Operations Post-COVID
Join Mitch Dunford as he talks with the amazing PIA of Wisconsin team. Tune in to hear Pete Hanson, CISR, Ryan Butzke, CIC, and Brenda
The National Alliance Releases New Course – Certified Environmental Strategist
The Certified Environmental Strategist (CeS) course educates on how to advise clients as they manage and transferA technique involving one party transferring the uncertainty of loss to another party or parties. More their environmental exposures.
A Quantum Leap Forward for Insurtech
Welcome to another episode of Awkward Insurance. This week Dustyne Bryant is teaming up with fellow National Alliance academic, Director Sarah Warhaftig, for an exciting
Reducing Environmental Liabilities
The National Alliance for Insurance Education & Research is pleased to introduce a new self-paced 4-hour Certified Environmental Strategist program designed to empower insurance professionals,
Noelle Codispoti Hired as CISR High School Program Director to Lead National Growth & Student Engagement
The National Alliance of Insurance Education & Research welcomes Noelle Codispoti, CPCU, ARM as Director of the CISR High School Program. The Certified Insurance Service Representative (CISR)
Who Will Be the Next Outstanding CSR of the Year?
Every spring, hundreds of CISRs submit nominations to become the next Outstanding CSR of the Year. Originally established to recognize exceptional account managers, CSRs, and
When Has The Employee Reported To Work?
If you’ve dealt with Workers’ Compensation coverage, you know that only injuries arising in, or out of, the course and scope of employment are compensable.
An Outsider Looking In
Awkward Insurance Hosts Dustyne Bryant and Cat Ferris hang out with Jeff Shi, CEO of Quotehound, about what motivated him to completely shift his career
That’s What She Said
Dustyne Bryant & Cat Ferris, invite Sarah Muniz to talk about her book Undiscovered Voices: Unlocking the Potential of Women in Insurance which launched in
It’s Not That Simple: Homeowners Dwelling Limit
Introducing ‘It’s Not That Simple’ — An insurance education series created to help demystify concepts that may appear simple and straightforward, but can be very
The National Alliance for Insurance Education & Research Announces 2022 CIC and CISR Board Officers and new CISR Board Members
The National Alliance announces leadership changes to the Certified Insurance Counselors (CIC) and Certified Insurance Service Representatives (CISR) Board of Governors. Serving on the CIC
NEW Self-Paced Courses: Intro to Commercial/Personal Lines, Flood, Ethics, Workers Compensation
The National Alliance for Insurance Education & Research has launched five self-paced insurance license renewal and introductory classes on the topics of EthicsMoral principles of
Outstanding CSR of the Year Competition Begins Now!
Join Mitch Dunford and Danielle Janecka as they talk with 2021 OCSRY National Winner, Nella Rodriguez CIC, CRM, CISR, about how to enter or nominate
Are We Equipped to Insure Cyber Warfare?
Recent tensions in eastern Europe are giving an increased cause of concern on cyber security. With the U.S. working to counter the tensions, a more
The National Alliance Re-Opens LIVE In-Person Classroom Programs
The National Alliance for Insurance Education & Research announces the availability of in-person classes in California, Louisiana, Nevada, Texas, and Washington. Facilitated by active insurance
To Infinity and Beyond with Ryan and Andy Mathisen
In a galaxy far far away Awkward Insurance hosts, Dustyne Bryant & Cat Ferris, explore the habits, perceptions, and expectations of insurance buyers (particularly millennials
FSU College of Business, Dr. William T. Hold and The National Alliance celebrate a 10-year partnership, No. 1-ranking
Florida State University, Dr. William T. Hold and The National Alliance for Insurance Education and Research recently celebrated a decade of a partnership that has spawned the
Virtual Professionals – A Solution for the Insurance Industry?
The insurance industry talent pool is turning into a talent puddle. Awkward Insurance hosts, Dustyne Bryant and Cat Ferris talk with Monica Adwani, CPIA about how virtual
Women in Insurance
Listen in as Darren interviews two trailblazing women in the insurance industry. Rosemarie Marshall and Tanja Maffei Chan explain their respective paths to the insurance industry while
The Awkward Truth About Long Term Care Insurance
Long Term Care Insurance. You may need it, you may already have it, or you may have declined it at your annual benefits enrollment—either way,
Guiding You Through 2022: Update Options for Designation Holders
Tune in as host Mitch Dunford interviews President and CEO, William J. Hold, MBA, CRM, CISR, and Chief Experience Officer, Danielle Janecka about the 2022
National Alliance Brings CISR High School Program to Laredo School District Thanks to 2022 Spencer Educational Foundation Grant
The National Alliance for Insurance Education & Research is a proud recipient of a 2022 Spencer Educational Foundation grant to support and expand the Certified Insurance
Three Amazing High School Graduates Earn the CISR Designation
Mitch Dunford talks with Wilson Talent Center graduates Becca Burch, CISR, Jordan Fritz, CISR, and Tony Casali, CISR. Becca, Jordan, and Tony earned the National
A PUFF Piece About The BUDDING Cannabis Market
The market for marijuana is not slowing down. In fact, it’s blazing hot. Awkward Insurance hosts, Cat Ferris and Dustyne Bryant talk with Kieran O’Rourke, CPCU, CRM,
Advancing Health, Wealth and Careers- How Employee Benefits Shape Culture
In the aftermath of COVID, companies have been faced with many hard questions on how they will respond. Listen in as Darren asks Andrew Rosenberg
The Deadly Astroworld Festival: Risk Management and Crowd Control Lessons
Learn from CRM Academic Director Sarah Warhaftig, CRM, JD as she reflects on the crowd control/management of the 2021 Astroworld Festival. Learn how a CRM Control of RiskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More course can help you be better prepared for Crisis ManagementAct or process of managing a crisis to prevent the occurrence of a catastrophic loss, if possible, and reduce the impact of catastrophic losses to the organization. More.
Put Yourself in a Position for Success
In this episode, hosts Dustyne and Cat talk with Bradley Flowers – agencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another
From Engineering to Underwriting with Stefan Mathijssen
Learn about the workflow of an underwriter and how they manage expectations with their brokers. Host Darren Bloomfield interviews Stefan Mathijssen of Munich Re America
FREE Instructor-Led Webinar: CGL Endorsements That Belong on the Naughty List
We’re making a list and checking it twice, and these endorsements are right at the top of the naughty list. Understanding how endorsements can negatively
Getting Down and Dirty with David Carothers, CIC, CRM
Let’s be honest: “sexy and exciting” are not the terms that come to mind when thinking about a career in insurance. So how do you
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
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 RiskThe chance
FREE Instructor-Led Webinar: Commercial Property Problems Your Clients Will Be Thankful You Understand
It is the season to give thanks, and your client will be thankful that you understand three important property coverage problems and how to fix
Not All Who Wander Are Lost
How does someone who HATES the insurance industry find their way to the C-Suite? By ditching her corporate facade, wandering off the traditional roadmap, and
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
FREE Instructor-Led Webinar: Is Your Agency Ready for a Brand Refresh? Here Are 5 Clues
A firm’s leadership must clearly understand, embrace and communicate its brand and culture direction. Your brand is like a house. A fresh coat of paint will look nice for a while. That’s a tactic. But consider the foundation and the framing underneath the paint: Are
A Peek into the Courtroom with Pat Eckler
Tune in as Pat Eckler describes his path to law school and the broad foundation of businessIncludes trade, profession, or occupation. More understanding he received.
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.
Schmitt Your Agency Management System Knows
Let’s face it; we all know that our data is being tracked every time we go online. We see it in our Facebook ads, and
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
Re-Branding Careers in the Insurance Industry with Patrick Gallagher Jr.
The world we live in today revolves around sales and service. Patrick Gallagher Jr. describes service as fulfilling the promises made during the sale. The
Dyslexia is My Super Power
In part two of our series on diverse cognitive abilities, hosts Dustyne and Cat sit down with Natalie Russell, CIC. Natalie talks about how Dyslexia
Social Inflation & Nuclear Verdicts
Tune in and learn from Tim Fletcher, Emerging Issues Leader for Gen Re. Darren asks about nuclear verdicts, why the general public is disconnected from
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,
The Face Masks in School Conundrum
School and district riskThe chance of lossA reduction in value. More; the uncertainty of lossA reduction in value. More; the variation from the expected outcome over time; the difference between expected lossesProjection of the frequency and/or severity of losses based on loss history, probability distributions, and statistics; the expected loss projection is commonly called a "loss pic" or "loss pick." More and
Celebrating our…SQUIRREL!
We are kicking off Season 2 by celebrating all kinds of awkwardly different minds! In this episode, hosts Dustyne Bryant and Cat Ferris begin to
Mike Roy: Dark Matter InsurTech
Wholesale intermediaries, this is for you! With the tools from Dark Matter InsurTech, you don’t have to change the way you work to become quicker
Texas Nominee Named 2021 National Outstanding CSR of the Year
Darnella Rodriguez, CIC, CRM, CISR, Account Manager for Higginbotham, in Austin, Texas, has been awarded the most prestigious honor available to insurance customer service representatives: National Outstanding
Elite Women 2021
This year’s Elite Women, chosen by IBA, aren’t just dedicated to the insurance industry – they are trailblazers forging a path for colleagues and future industry
FSU College of Business Ranks No. 1 for Dr. William T. Hold/The National Alliance Program in Risk Management and Insurance
Florida State University College of BusinessIncludes trade, profession, or occupation. More undergraduate RiskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More ManagementThe practice of protecting an organization from financial harm by identifying, analyzing,
Rob Galbraith: ”The Most Interesting Man in Insurance”
The insurance industry allows the flexibility to bounce around and find new challenges. You can truly chart your own course, whether you want a traditional
A Cautionary Tale: Champlain Towers Condominium Collapse
As details begin to emerge about the collapseThe caving in or giving way of a building or structure. More of the Champlain Towers Condominium South
Finding Our Way
It’s the end of Season 1 for Awkward Insurance! Dustyne invites producer, Mac Leberman, to the table to talk about his favorite moments from the
7 Tips for Computing and Supporting Business Income Loss
By Keith Wilts, CIC, CPCU: Keith provides education and support to the insurance community in the understanding and applicationThe statement of information given when a
Understanding the Price Sensitive Insured
Ryan Hanley shares tips, tricks, and tools for explaining coverage to an insuredPerson(s) protected under an insurance contract.. We cover the importance of educating the
Aaron and Sara Hoffman– CIC Tag Team
A Dynamic Duo Aaron and Sara Hoffman take partnership to a whole new level. They have been partners in almost everything since 1995. Married for 26
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
Business Income Insurance – Asking the Right Questions
By Keith Wilts, CIC, CPCU: Keith provides education and support to the insurance community in the understanding and applicationThe statement of information given when a
When Paths Collide: The Story of DEI at Butler University & Beyond
Staying in your comfort zone is easy. Only when we push our boundaries and what we are comfortable with, do we achieve amazing results. Join
Insurance Coverage Lessons: Surfside Building Collapse
By now, every riskThe chance of lossA reduction in value. More; the uncertainty of lossA reduction in value. More; the variation from the expected outcome over time; the difference between expected lossesProjection of the frequency and/or severity of losses based on loss history, probability distributions, and statistics; the expected loss projection is commonly called a "loss pic" or "loss pick." More and actual losses.
Managing Risky Life Changes
Don’t ever miss an episode with Ashley Fitzsimmons! Host Dustyne Bryant, CIC, CISR, and guest Ashley Fitzsimmons, CISR, Director of Professional Development at the Ohio
Not Disruption, but Modernization: The Story of Hippo Insurance
As our guest, Richard L. McCathron says: “When you are in the insurance industry, you generally surround yourself with people that are somewhat risk-averse. There are
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
2021 Outstanding CSR of the Year State Winners Announced
Each year, a group of exceptional insurance professionals are chosen by The National Alliance for Insurance Education & Research to compete for the National Outstanding CSR of the
A Candid Conversation with Meg Mckeen
Do you find yourself playing small and not putting your hand up? We cover tools to counter imposter syndrome and those negative thoughts. Are you
Insurance is Hiring
Host Dustyne Bryant, CIC, CISR, MBA, talks with Aaron Gordon, CAPI, CCIC, of Gordon Companies Insurance Services to discuss what it’s like as a rising millennial in the insurance industry.
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
Learning the Role of the “Trusted Advisor”
Establishing credibilityIn statistics, relative confidence (statistical reliability) associated with a given body of data (e.g., lossA reduction in value. More experience for an individual division) and expressed as a
Rollin’ With My Homies
Join Dustyne as she rallies Academic Directors at the National Alliance for Insurance Education & Research to openly chat about what they love most about
Finding Your Link in the Chain
Taking risks in your career can be difficult. Do you need some advice? Host Darren Bloomfield interviews Wayne A. Bates and learns more about his
What’s Next for Certified Insurance Service Representatives?
Updating Elements of Risk ManagementThe practice of protecting an organization from financial harm by identifying, analyzing, and controlling risk at the lowest possible cost. More and Beyond On this week’s episode, Mitch Dunford discusses the recent release of the newly revised CISR Elements of RiskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More ManagementThe practice
Connecting the Dots of the Insurance Industry: Past, Present, and Future
Listen in as host Darren Bloomfield has a conversation with an industry veteran. Paul G. Smith takes a trip down memory lane and covers topics
ISO Homeowners 2022 Updates– Livestream
The Insurance Services Office (ISO) has finally released an updated Homeowners multi-state filing with a tentative effective dateThe date an insurance policy goes into effect,
How to Get Results from Your New Producer
By Diane Masterson, CIC, CPCU Twenty-five years ago my businessIncludes trade, profession, or occupation. More partner, Ken Fields, and I were tapped to create a
Help Wanted: Creative Insurance Marketers Needed
Insurance does not sell itself but, are there opportunities in the industry besides working in insurance? Yes, “All the things that normal businesses have, we
Producer Compensation – A Deadly Basket of Snakes?
Bill Toll, CIC Too many agencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another person (agent or proxy) to undertake certain
Stay Versatile: Build a Swiss Army Skill Set
There are many career options in the Insurance Industry, and Tracy Leigh “Be Fantastically Incredible” Cotton, has embodied almost all of them. In this episode,
Positive Mindset Through Mental Health Exercises
J. Karl Sherril, Jr. CIC, CRM, MBA Introduction “Hello, how are you?” Never before has this simple phrase meant more than it does today as
Managing Cyber Exposure: 2020 and Beyond – Part 1
How is the insurance marketplace responding? The industry is seeing an increased interest on coverages related to cyber liabilityLegal responsibility or fault. More, specifically, first
Characteristics of a Successful Producer—the Insurance Implications
Paul Z. Martin, CPCU AgencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another person (agent or proxy) to undertake certain activities
Supporting Those Who Save: An Interview with MedPro Group CEO
Listen in as Claire talks with Tim Kenesey, the CEO of MedPro Group, a company that has been in action since 1899. As a subsidiary of Bershire
Educate Yourself: Different Paths to Success
Dustyne Bryant, CIC, CISR, MBA, is joined by fellow Academic Director Cat Ferris, CIC, CRM, CPCU, AU, CLCS. Both hold the title of Academic Director
Managing Cyber Exposure: 2020 and Beyond – Part 5
E&O Exposures and RiskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More ManagementThe practice of protecting an organization from financial harm by identifying, analyzing, and controllingThe actions a risk manager takes to assess, regulate, and monitor work-in-progress and completed work; an element of the managerial process. More riskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More at the lowest possible cost. More:
Changing Insurance Education for a Changing World
By: Paul Martin, CPCU When the pandemic hit, the team at The National Alliance for Insurance Education & Research had to pivot quickly. We were forced to
The National Alliance CISR (Certified Insurance Service Representatives) High School Program Expands into Birmingham School System
May 3, 2021 – Austin, TX – The National Alliance today announces the expansion of the CISR High School Program into seven high schools in Birmingham,
Jonathan Thomas Jr., CISR– A Student Success Story
Wanting to expand his knowledge regarding the insurance industry, Jonathan Thomas earned his CISR designation this year while attending the University of Georgia (UGA). Regarding
Brad Robinson on Being the NCAA’s “Insurance Guy”
Tune in as Claire Richardson interviews Brad Robinson, MBA, CPCU; the Associate Director of Insurance & Financial RiskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More ManagementThe practice of protecting an organization from
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
30th Anniversary of Outstanding CSR of the Year Award
It’s the 30th Anniversary of The Outstanding Customer Service Representative of the Year (OCSRY) award for The National Alliance for Insurance Education and Research. In this
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
Generations of Innovations: An Interview with Mike Hylant & Andrew “Bubba” Berenzweig
Join Claire Richardson as she interviews current Chief Executive Officer of Hylant, Mike Hylant & Toledo office President, Andrew Bubba Berenzweig. Mike has over 30 years in
Commercial General Liability Policy: The Insurance MVP
There are dozens of property policies that provide protectionAs related to property, the safeguards, equipment and measures provided by the building ownerThe individual or entity controlling all rights, benefits, and privileges of a life insurance contract. This may or may not be the insured. Ownership may be assigned or transferred by written request of the current owner. or occupant to
Treating Misinformation
In this episode of Awkward Insurance host, Dustyne Bryant, CIC, CISR, MBA, speaks with 2020 Outstanding CSR of the Year, Judi Vaughn, CIC, CISR about the misinformation
Waffles, Workers’ Compensation & Wonderful People
On this episode, Claire interviews Elizabeth Bailey, the Vice President of Workers’ Compensation & Safety at Waffle House. Elizabeth oversees the workers’ compensation programs for
New CIC Board Members Welcomed at The National Alliance for Insurance Education & Research
March 24, 2021, Austin, TX – The National Alliance is proud to announce that Board Members Denise D. Brown, CIC, CPCU, AINS, AIC, ARM, CISC, CRIS,
New Academy Board Members Welcomed at The National Alliance for Insurance Education & Research
March 24, 2021, Austin, TX – The National Alliance is proud to announce that Cameron Alford, UACRM, ARM, Jill M. Bisco, Ph.D., CIC, CRM, CSRM, Pamela B.
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
On-demand, Online ACORD Forms Training Now Offered from The National Alliance for Insurance Education & Research
The National Alliance released a new online, self-paced ACORD form training as part of a new insurance bootcamp series. The new ACORD Bootcamp trains insurance agents
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
Evolve MGA: The Cyber Success of Two Brothers
During this episode, Claire Richardson talks with Michael Costello, the Co-Founder & PrincipalThe entity whose performance is being guaranteed in a suretyPromisor under a bond; the party that promises to fulfill the obligation of the bonded party or principal; a surety company. More bondContract that guarantees the performance of a contract, as in surety bonding, or protects against the dishonesty of employees, and in fidelity bonding. Unlike many contracts and all insurance contracts that have two parties, a surety bond has three parties: the surety (the guarantor), the principal or obligor, (the one to whom the obligation is owed), and the obligee (the party who owes the obligation). More. More of Evolve MGA,
Career Leaps of Faith
Tune in as host, Dustyne Bryant, CIC, CISR, MBA and Kelly Surles, CIC, CPRM, CISR, ACSR reminisce about this past year at The National Alliance. It’s no secret that 2020 was a year full of transitions, navigating relationships,
The Value of a Cyber Policy for a B2B Insured
By Chris Christian, CIC, RPLU Most insureds who are aware of cyber coverage think immediately of large retailers and credit card breaches or of healthcare
Getting It Right: Leadership, Technology, & Culture with Said Taiym
In the first episode of 2021, Claire Richardson is joined by U.S. Chief Operating Officer of Lockton Companies, Said Taiym. Said’s passion shows through his
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
Keeping It Together When It All Falls Apart
By: Paul Martin, CPCU and Dustyne Bryant, CIC, CISR, MBA The past year has stretched everyone. There has been so much uncertainty all around: job
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
Cheerleaders Produce: Support In The Workplace
Success occurs when we support each other. In this episode, Dustyne Bryant, CIC, CISR, MBA talks with a long-time friend and colleague, Wes Dyson, CIC.
To Mandate or Not to Mandate
The COVID-19COVID-19 is a disease caused by a new strain of coronavirus. 'CO' stands for corona, 'VI' for virus, and 'D' for disease. Formerly, this disease was referred to as '2019 novel coronavirus' or '2019-nCoV.' For more information on how the COVID-19 pandemic has impacted the insurance industry visit https://www.scic.com/covid-19-conversations/ More vaccine is slowly becoming available. While the vaccine is free to all Americans, employers face a series of challenges and risks.
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
Getting in a Stranger’s Car: How Insurance Responds to TNC Exposures
Out of everything that was successful in 2020, the Gig Economy took the front seat. Despite many challenges experienced this year, and perhaps because of
The National Alliance for Insurance Education & Research CISR High School Program Exam Success
Austin, TX – January 12, 2021 – The National Alliance for Insurance Education & Research received recognition on local Lansing news station FOX News 47 for
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,
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;
First CISR High School Student to Pass in the Nation
Tune in as we interview Monique Colizzi, BusinessIncludes trade, profession, or occupation. More & RiskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More ManagementThe practice of protecting an organization from financial harm by identifying,
Homeowners’ Endorsements– the Details Make the Difference
By: Jerry Kennedy, CIC Properly covering an insured’s home is no simple task. Often, when a client is buying a new home, they’re too busy
Dating an Insurance Customer Service Representative
In this episode of Awkward Insurance, Dustyne Bryant, CIC, CISR, MBA, and Heath Shearon, the Mayor of Insurance Town, have a candid conversation about the
Diversity, Equity, & Inclusion: How Will You Contribute?
In the last RiskThe chance of lossA reduction in value. More; the uncertainty of lossA reduction in value. More; the variation from the expected outcome over time; the difference between expected lossesProjection of the frequency and/or severity of losses based on loss history, probability distributions, and statistics; the expected loss projection is commonly called a "loss pic" or "loss pick." More and
Is It Covered? The Lack of Coverage for COVID-19 Under Standard Business Income and Extra Expense Coverage Forms
By: Paul Burkett, J.D., CPCU, CIC, CRM, ARM, ALCM Across the country, agencies and their clients are concerned about coverage under standard BusinessIncludes trade, profession,
Fiduciary Liability Insurance: Under-loved and Under-utilized
By Richard (Dick) G. Clarke, CIC, CPCU, RPLU As insurance products go, fiduciary1) under common lawBody of law consisting of prior precedents or rulings by judges and juries as to the facts of a case. These rulings form codes of conduct that apply to situations involving tort or contract law. Sometimes, common law is referred to as stare decisis, "let the decision stand" or res judicata, "the matter has been decided." More, liabilityLegal responsibility or fault. More imposed upon a party who stands in a
Managing Cyber Exposure: 2020 and Beyond – Part 1
Host: Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR Cyber extortion is growing. RiskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More ManagementThe practice of protecting an organization from financial harm by
Press Release: New CSR Podcast Series – Episode 2: I’m Your Agent, Let’s Talk About Sex.
Austin, TX, November 23, 2020 – The National Alliance for Insurance Education & Research recently launched a new podcast series titled Awkward Insurance. The podcast is intended for Insurance
I’m Your Agent. Let’s Talk About Sex.
Host: Dustyne Bryant, CIC, CISR, MBA Not really. But just like having “the talk,” talking about insurance with your clients can sometimes be awkward and
Do You Need Uninsured/Underinsured Motorist Coverage If You Have Health Insurance?
Dwight M Kealy, J.D., MA, CIC, AAI Does your insuredPerson(s) protected under an insurance contract. really need Uninsured/Underinsured Motorist (UM/UIM) coverage if they have health
The Returning Workforce: A Risk Management Checklist
Sarah Warhaftig, CRM, JD As more and more companies are welcoming employees back to the workplace, a series of challenges and risks present themselves. If you
Chad Trainor & Mark Maucere: Limousines, Racecars, and Airplanes Need Insurance Too
Join us as Claire Richardson interviews Chad Trainor, ARM, Senior Vice President and Director of Operations, and Mark Maucere, Office President of CRC Insurance Services,
The Health Plan 401(k) Has Arrived
By Brian Gilmore, J.D. January 1, 1980, was a momentous day in the employeeA person in the service of another under a contract of hire,
The Privilege of Proximity–A Deep Dive Into Subrogation
Paul Martin, CPCU, Director of Academic Content One of the real pleasures of working with The National Alliance for Insurance Education & Research is being around
High School Students Take On Insurance
The National Alliance created a high school insurance program for students last year. This program aims to fill over 400,000 insurance jobs opening in the
Protecting and Insuring Wine Collections
By Neil Kaplan, J.D., DipWSET, AAA It was wildfire season in California. Fires were raging through the hills, threatening lives and property. One wine lover’s
COVID-19 and Insurance — So Where Are We?
–Paul Marin, CPCU, Director of Academic Content Last January, I was intrigued by reports out of China that a new disease was spreading—something that was
Josh Kroeger, UACIC—A Student Success Story
After a 14-year career in professional baseball, Josh Kroeger, UACIC has transitioned careers into the riskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More managementThe practice of protecting an organization from financial harm
THB Group: A Lloyd’s of London Special
On this episode of RiskThe chance of lossA reduction in value. More; the uncertainty of lossA reduction in value. More; the variation from the expected outcome over time; the difference between expected lossesProjection of the frequency and/or severity of losses based on loss history, probability distributions, and statistics; the expected loss projection is commonly called a "loss pic" or "loss pick." More
CICs Win with MarketScout CIC Select Program
In this podcast, Mitch Dunford interviews MarketScout’s Richard Kerr, CIC, ARM and Chris Kerr, CIC, CISR about the MarketScout CIC Select program offered only to
We Didn’t Start The Fire…It Was A Gender Reveal Party
Tune in as host, Dustyne Bryant, MBA, CIC, CISR and Personal Lines Academic Director for The National Alliance for Insurance Education & Research interviews Mary-Katherine
CRC Group Funds National Alliance High School Program at Duncanville ISD
CRC Group Funds National Alliance High School Program at Duncanville ISD Austin, Texas – October 23, 2020 – The National Alliance for Insurance Education & Research announces the
What is Actual Cash Value?
David Walker, CIC, CRM, ARM, AAI, LIC, discusses this important definition; most think it is replacement costThe cost to replace damaged property with like kind and quality without taking into account depreciation. More minus depreciation, but this answer may be just the default response due to a lack of knowledge.
The History of Rough Notes Magazine
In this Resources webinar, President & CEO, Walter J. Gdowski, uncovers the unique history behind the insurance industry’s most recognized publication, Rough Notes Magazine. Rough Notes Magazine began in the late 1800’s and is
Bills Extending COVID-19 Protections to Teachers
In the early days of the COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and
Jason Ott, CAPI: The Mailroom to Private Risk Presidency
In this episode, Claire interviews Jason Ott, CAPI Aon’s President of Private Risk ManagementThe practice of protecting an organization from financial harm by identifying, analyzing, and controlling risk at the lowest possible cost. More. Jason showcases his expertise in customizing lossA reduction in value. More controlSee Risk controlAny conscious action or inaction to minimize at the optimal cost, the probability, frequency, severity, or unpredictability of loss; a step of the Risk Management Process. More. More
New Mexico Nominee Named 2020 National Outstanding CSR of the Year
Austin, TX October 13, 2020 – Judi Vaughn, CIC, CISR, Account Manager for Kysar Leavitt Insurance AgencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to
Remote Work Roundtable: How We Became Virtual Insurance Agencies
Tune in as Steve Anderson (President, The Anderson Network) talks to insurance and riskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More managementThe practice of protecting an organization from financial harm by identifying, analyzing,
GA, Eatery Loses Bid For Coverage of COVID-19 Losses
Law360 — Allied Insurance Co. of America is not obligated to cover losses that a Georgia Cajun restaurant suffered when it closed amid the COVID-19COVID-19
From English to Actuarial Science: The Professional Journey of Karen DeToro
Join us as Claire Richardson interviews Karen DeToro, Chief ActuaryAn individual who calculates premiumAmount of money an insurance carrier charges to provide the coverage described in the policy. More rates, reserves, dividendsDistributions to shareholders of a corporation’s earnings. Dividends can also be distributed to policy owners of participating insurance policies that are usually issued by mutual insurance companies. Insurance company dividends are considered a return of excess premium and are therefore non-income taxable. In either case, dividends are not guaranteed. More, and other important statistics. More & Chief RiskThe
Keeping It Simple: Your 2020 Online Course Update Options
Tune in as host Mitch Dunford interviews President and CEO, William J. Hold, MBA, CRM, CISR and Head of Participant Experience, Danielle Janecka. Will and
Make Your Own Captive Insurance with Anne Marie & Dan Towle
On this episode of RiskThe chance of lossA reduction in value. More; the uncertainty of lossA reduction in value. More; the variation from the expected outcome over time; the difference between expected lossesProjection of the frequency and/or severity of losses based on loss history, probability distributions, and statistics; the expected loss projection is commonly called a "loss pic" or "loss pick." More
Alex Factor, UACRM– A Student Success Story
Alex A. Factor, UACRM recently graduated from Florida State University (FSU) in Tallahassee with a Bachelor of Sciences Degree in RiskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More ManagementThe practice of protecting
Women Insurance Producers: An Interview with Joan Sansing, CIC, ARM, AAI
Tune in as Dustyne Bryant interviews Joan Sansing CIC, ARM, AAI about what it takes to be a successful female insurance producer. In addition to
Board Appoints William J. Hold President and CEO of The National Alliance for Insurance Education & Research
August 26, 2020, Austin, TX—The CIC, CISR, and Academy Board of Directors appointed William J. Hold as President and CEO of The National Alliance for Insurance
Leadership, Mentorship, and Teamwork: The Philosophy of Roxsann Wilson
In this podcast, we interview Roxsann Wilson, Vice President of RiskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More ManagementThe practice of protecting an organization from financial harm by identifying, analyzing, and controllingThe actions a risk manager takes to assess, regulate, and monitor work-in-progress and completed work; an element of the managerial process. More
Personal Lines Insurance During COVID-19
There is a need in the industry to reach out to our clients and explore what’s changed. With the new environment, caused by the impact
The National Alliance for Insurance Education & Research Releases Insuring Healthcare Providers Course
This course is part of the PROFocus SeriesNational Alliance PROFocus SeriesNational Alliance PROFocus Series courses are open to all insurance and risk management professionals! Dues-paid National Alliance designees are eligible for update credit! PROFocus Series Courses—available in both classroom and instructor-led online formats—deliver high-level insurance and risk education for ALL industry, insurance, and risk management practitioners. These specialty courses are designed to build your industry-specific business and increase your income. Tap into the essentials and get answers to your most challenging questions about the specialty area you are in or... More courses are open to all insurance and risk managementThe practice of protecting an organization from financial harm by identifying, analyzing, and controlling risk at the lowest possible cost. More professionals! Dues-paid National Alliance designees
How a $450 Scholarship Built 50 Years of Success: An Interview With Dr. William T. Hold
Tune in as Claire Richardson, President of Butler University’s chapter of Gamma Iota Sigma, interviews Dr. William T. Hold, Ph.D. CIC, CPCU, CLU of The
The Power of Female Insurance Producers
Dustyne Bryant, MBA, CIC, CISR- Personal Lines Academic Director Joan E. Sansing, CIC, ARM, AAI- Faculty- Dynamics of SellingThe Dynamics of SellingThe Dynamics of Selling Series is a multi-day insurance specific sales training course. Designed and taught by leading, insurance sales professionals who are active in the industry. The series takes the sales process, sales management, and agency/company relations to a new level. While many generic sales programs are available, Dynamics of Selling remains the only “insurance specific” sales training in the industry. The Dynamics Series is for you if you are: • a new Producer just beginning your sales career... Series is a multi-day
Are You Insuring A Pandemic Pod?
Dustyne Bryant, MBA, CIC, CISR- Personal Lines Academic Director The pandemic is lasting longer than we ever thought, and we’re all looking for new ways
New to the Insurance Industry? What’s the Next Step?
In this interview Mitch Dunford speaks with Paul Gaglioti, CIC, President of Diversified RiskThe chance of lossA reduction in value. More; the uncertainty of lossA reduction in value. More; the variation from the
Tort Liability: COVID- 19 Tort Liability Immunity
Many states are enacting legislation which provides immunity from tortPrivate or civil wrong, other than a breachFailure to live up to the conditions or warranties contained in a contract. More of contract, for which the courts will provide
Workers’ Comp: COVID-19 Presumptions in Workers’ Compensation
COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and ‘D’ for disease. Formerly, this disease
Difference Maker Explains Why CICs Stand Out In The Industry
Insurance professionals have such an impact on our world that integrity is ingrained in all we do. We are charged with the task of conveying
Webinar: COVID-19 Business Income, Workers Compensation, and Personal Lines Coverage Issues
1-hour Course (NO CE) COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and ‘D’ for
Dynamics of Selling: Post-Pandemic Challenges & Solutions for Mature Producers
This Q&A article was created from the podcast interview with Thomas Barrett, CIC, AAI, released on June 25th, 2020. This easy-to-read summary, includes answers to questions
Podcast: Higher Education Risk Management and the COVID-19 Pandemic
In this podcast, Steve Holland, CRM, ARM, REM, Chief RiskThe chance of lossA reduction in value. More; the uncertainty of lossA reduction in value. More; the variation from the expected outcome over time;
Learning the Art of Insurance Sales
In this podcast, Mitch Dunford talks with Dynamics of SellingThe Dynamics of Selling Series is a multi-day insurance specific sales training course. Designed and taught by leading, insurance sales professionals who are active in the industry. The series takes the sales process, sales management, and agency/company relations to a new level. While many generic sales programs are available, Dynamics of Selling remains the only “insurance specific” sales training in the industry. The Dynamics Series is for you if you are: • a new Producer just beginning your sales career... Co-Founder and one of the country’s top-performing insurance producers’ and agencyA relationship, express or implied, wherein
Podcast: Insurance Producer Prospecting Post Pandemic
The COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and ‘D’ for disease. Formerly, this
News: Louisiana Bill Limiting Liability in Pandemic Signed into Law
Louisiana Gov. John Bel Edwards signed into law on Saturday a bill that limits liabilityLegal responsibility or fault. More for businesses that could face lawsuits
Video: Business Income in the COVID-19 World
This 2-part video series addresses the question of coverage under standardized businessIncludes trade, profession, or occupation. More income and extra expense coverage forms for COVID-19COVID-19
Podcast: Working From Home With Kids
In this COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and ‘D’ for disease. Formerly,
Employee Benefits: The Families First Coronavirus Response Act Important Updates
Paid sick leave and expanded family and medical leave under the Families First Coronavirus Response Act The Families First Coronavirus Response Act (FFCRA or Act)
Resources Magazine Sample: Special Distance Learning Edition
Thought about taking a National Alliance online course? Here is your chance to learn more. This special Distance Learning Digital Edition of Resources MagazineResources Magazine is the official publication of the National Alliance Research Academy. Published three times a year it is an exclusive benefit for National Alliance designation dues payers. Below is a sample issue from Spring 2020. More includes all you need to know
National Alliance to Resume In-Person Educational Offerings. CIC and CISR classroom programs to be held in Austin in June.
The National Alliance for Insurance Education & Research announced that it will conduct two in-person courses after it had temporarily suspended all in-person classroom sessions due
Health Care: The Coronavirus CARES Act Important Updates.
HSAA tax-saving plan for individuals and employees participating in High Deductible Health Plans to save and pay for Qualified Medical Expenses. HSAA tax-saving plan for individuals and employees participating in High Deductible Health Plans to save and pay for Qualified Medical Expenses. HSA funds may also be used as an additional retirement savings mechanism. More funds may also
APCIA Press Release: Executive Order Threatens Stability of California Workers Compensation System
STATE ACTION: California Governor Gavin Newsom’s Executive Order presuming employeeA person in the service of another under a contract of hire, who acts under the direction
The Top Three Reasons Your New Salesperson is Struggling
By Carletta Clyatt, The Omnia Group, Inc. Whether talented salespeople are born or made remains a topic of debate, with the answer undoubtedly lying somewhere
Podcast: Online Learning Options with CEO William J. Hold, CRM, CISR
In this podcast, Chief Innovation Officer, Mitch Dunford interviews William J Hold, Chief Executive Officer, about the myriad of online professional development opportunities available to
Website Resource: America’s Health Insurance Plans (AHIP) Created a Website Listing of US Health Insurance Providers and How They Are Responding to the Coronavirus (COVID-19)
This website created by the AHIP contains an alphabetic listing of US Health Insurance carriers and their response to the testing and treatment of COVID-19COVID-19
Whitepaper: Estimating the Impact of COVID-19 on Healthcare Costs in 2020– Key Factors of the Cost Trajectory
Conventional wisdom holds that COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and ‘D’ for
Podcast: Agency Errors & Omissions with David Thompson, CPCU, AAI, API
The current global crisisAny critical incidentAn event that disrupts normal activities and may become a loss, claim or business interruption. More that involves death, serious injuryAn injury resulting in death, serious impairment of body function, or permanent serious disfigurement. More, or threat to people; damage to environment, animals, property and/or data; disruption of operations;
Podcast: Best Practices for Working From Home with Anson Thompson, CIC, CRM
In this COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and ‘D’ for disease. Formerly,
What’s That Sound? Could It Be Opportunity Knocking?
By Kenneth L. Fields, MSM, CIC, CPCU, CLU, ChFC About 10,000 baby boomers (76.4 million people born from 1946–1964) turn 65 every day in the
Podcast: COVID-19 Conversations: Part 1- How The CARES Act Affects Employee Benefit Plans
In this 28-minute podcast episode, The National Alliance Head of Academic Content Bob Rogers, CLU, ChFC interviews Dr. Victor Puleo CIC, CFP about The Coronavirus Aid,
Podcast: COVID-19 Conversations: Part 2 – How the CARES Act Provides Help to Individuals
In this 20-minute follow up podcast episode, The National Alliance Head of Academic Content Bob Rogers, CLU, ChFC interviews Dr. Victor Puleo CIC, CFP about
Refuting Myths and Misconceptions About Residential Water Damage: Inform and Encourage Clients to Adopt a Mitigation Mindset
By Anne Martin As a high-net-worth personal lines riskThe chance of lossA reduction in value. More; the uncertainty of lossA reduction in value. More; the variation from the expected outcome over time; the
Podcast: Remote Working Technologies for Insurance Professionals
Insurance professionals must learn to navigate changes that have occurred almost overnight as a result of COVID-19COVID-19 is a disease caused by a new strain
Starting, Buying, Selling, and Perpetuating Insurance Agencies
You and your agencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another person (agent or proxy) to undertake certain activities for
What Got Us Here Won’t Get Us There: An Insurance Agency’s Roadmap to a Thriving Future
By Laura Sherman, CPRM, CAPI As we insurance agencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another person (agent or proxy)
Article: Are You Asking the Right COVID-19 Questions for Your Clients?
We are living in unprecedented times. COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and
Podcast: The National Alliance for Insurance Education & Research Offers You Support With Online Learning Options
The insurance industry has consistently taken a leadership role in our country and communities whenever there is a crisisAny critical incidentAn event that disrupts normal activities and may become a loss, claim or business interruption. More that involves death, serious
Podcast: COVID-19: A Conversation About Our Current Pandemic
In these uncertain times surrounding the COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and
Creating a Culture of High Performance
By Carletta Clyatt With the pending arrival of Spring, many of us are inspired to contemplate new beginnings, fresh starts, and improved ways of being.
Mind the Millennial Gap
By Kelly Surles, CIC, CPRM, CISR, ACSR As one of the cities that is consistently on lists of the best places to live, or work,
Top 5 Things Every CSR Should Do
Customer Service Representatives are the backbone of the independent insurance agencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another person (agent
Social Media for Your Insurance Agency: When, Why and How
Social media marketing can guide your insurance agencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another person (agent or proxy) to undertake
Producer Compensation: How Does Your Agency Stack Up?
Attracting and retaining talent remains among the top insurance agencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another person (agent or
Insuring Aircraft – An Interview with an Expert by Paul Martin & Lisa Peterson
Last year was the worst year in claims the aviation insurance industry has ever seen. With the claims not coming under control and continuing to
Aviation Insurance: Kobe Crash & Out of Control Claims
Last month’s tragic helicopter crash that killed NBA star Kobe Bryant, his daughter and seven others is putting aviation coverage on many insurance professionals’ minds
Executive Liability Insurance Trends – A Conversation with Dick Clarke
There is a tremendous amount of opportunity in Executive LiabilityLegal responsibility or fault. More for younger agents looking for a niche market to tap into
2020 Medicare Advantage Open Enrollment Period
Insurance professionals and agents play a vital role in explaining the important differences between the MedicareA federal government medical insurance plan originally for individuals age
Geeking Out With The Insurance Nerds
Who are the Insurance Nerds? Get to know the team behind the wildly popular online community offering transformational talent development and career management to riskThe
Navigating Medicare and Medicare Supplements
MedicareA federal government medical insurance plan originally for individuals age 65 and older or disabled. The age requirement has been raised based on year of
Retirement: The Risk of Living Too Long
There’s no single retirement plan that works for everyone. The best retirement plan is the one that works for your client’s unique needs. This episode
When the Wind Blows: Hurricane Preparedness & Response
Storms are unpredictable. Many develop and intensify rapidly and without warning. In 2017, there were 16 separate billion-dollar or more climate events including hurricanes Maria,
Cannabis Insurance: “The Hottest Emerging Trend”
Reed Rhoden CIC, CRIS, AVP/Senior Broker for M.J. Hall and Company, talks about the exposures owners face, challenges agents are uncovering, and where this segment
Driving into the Future with the 2018 ISO Personal Auto Policy
Join National Alliance’s JoAnn Clarke, Senior Academic Director and Tracy Pitre, Academic Director as they talk about the new ISO 2018 Personal AutoA land motor
How To Successfully Develop Producers
Mitch Dunford talks with Diane Masterson CIC, CPCU and Griff Griffith CPA, CIC, CRM about how they develop the skills and productivity of producers both
Employee Benefits: Taking the ‘Scary’ Out of Health Insurance Options
Kathy Kersgard, SPHR and Vice President of Human Resources at 360 Mortgage Group, LLC explains how to take the ‘scary’ out of navigating health insurance
Program Business – Part III: The Devil’s In The Details
Learn what is needed for a retail agent to successfully manage program businessIncludes trade, profession, or occupation. More.
Program Business – Part II: Developing a Program in your Agency
Continue exploring the opportunities for a retail agent and the common denominators of successful program businessIncludes trade, profession, or occupation. More. Richard Kerr, CEO MarketScoutJoAnn
Program Business – Part I: The Basics
Program BusinessIncludes trade, profession, or occupation. More is any assimilation of common class, industry groups, or coverage. Listen to learn more. Richard Kerr, Chairman &
Anti-Bullying VideoCast
Mario Morales Jr., campus pastor for Rockpointe Church and founder/owner of Made 4 More Consulting, speaks with high school students about bullying.
Cannabis Insurance: “The Hottest Emerging Trend”
Cannabis Insurance: “The Hottest Emerging Trend” Cannabis insurance for growers and dispensaries is one of the most dynamic and interesting trends the insurance marketplace is
Bob Rankin Videocast – Succession Planning
Bob Rankin, co-founder and ownerThe individual or entity controllingThe actions a risk manager takes to assess, regulate, and monitor work-in-progress and completed work; an element of the managerial process. More all rights, benefits, and privileges of a life insurance contract. This may or may not be
OCSRY 2018 Winner
Watch the 2018 OCSRY award winner, Ashley Fitzsimmons, as she talks about her experience in riskThe chance of lossA reduction in value. More; the uncertainty of lossA reduction in value. More; the variation
The Pulse of Customer Service
This fifth edition of The CSR Profile is based on 2017 survey data from over 1000 CSRs/Account Managers from across the country.
WEConnect Recovery Podcast
Daniela Tudor and Murphy Jensen, co-founders of WEConnect Recovery, discuss how their company supports healthcare ecosystems, communities, and families during long-term recovery from addiction.
Estate Planning with Allan Lazor – Critical Components to Review
Allan Lazor, Attorney at Law and former County Court Judge in Victoria County, Texas discusses the importance of proper estate planningThe process a riskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More manager
Cannabis – A New Frontier A Conversation with David Ross, Co-Owner of MMJ America
David Ross, Co-Owner of MMJ America in Denver, Colorado discusses his cannabis dispensary and grow operations, how he approaches riskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More managementThe practice of protecting an
Fresh Ideas for Recruiting Millennials: A Conversation with Kevin Gordon, PRC, AIC, Recruiting Supervisor for Amica Mutual Insurance Company
Learn about generational differences in employment expectations, career ‘lattices’ instead of ladders, and how to present insurance careers to millennials.
How Technology Transforms the Risk & Insurance Industry Part 2
Successful agencies are never comfortable. They are built on change. As technology…
How Technology Transforms the Risk & Insurance Industry Part 1
Insurtech and machine learning are influencing the riskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More and insurance industry…
TDI: Artificial Intelligence Meets the Auto Policy
The Texas Department of Insurance tests a new Artificial Intelligence system…
Discourse, Discord, and Defamation: When Does the CGL Respond?
In the tumult of our modern public discourse, do you ever wonder how someone can blatantly…
Cultivating Leadership at the University Level
Filling the gaps in industry talent that will result from the retirement of baby boomers…
Keep Your Fingers on the Pulse of Customer Service
The CSR Profile, first published in 1995, has become the essential reference…
What’s that Sound? Could It Be Opportunity Knocking?
About 10,000 Baby Boomers (76.4 million people born from 1946–1964) turn 65 every day…
Difficult Clients Are a Part of Business: How you handle them sets you apart
Anyone who has worked in agencyA relationship, express or implied, wherein one party (principal) delegates authority to another person (agent or proxy) to undertake certain activities for the principal. The agent's limit of authority and discretionary power depends upon the agreement between the parties. https://youtu.be/s_hHkK95lbA More sales or service has a story about a difficult client or two…
Experiential Education—The Butler University Captive Way
In less than a decade, the insurance industry is set to experience a major talent gap…
Marijuana: New Markets and Legal Uncertainty
We’re hard at work, putting together new National Alliance courses on the trend toward legalizing marijuana…
Embracing Change: Positioning Your Business for the Future
As we continue to witness the transition of insurance distribution within our industry, the role…
Helping Your Commercial Clients through a Property Claim: From Basics to Business Interuption
Maintaining client relationships is critical for insurance brokers and agencies, especially…
Interested in Internships?
Internships represent a growing avenue for employers to attract and evaluate potential employees…
Drive into the future with the 2018 ISO PAP
One thing is for certain—Personal Lines is not static! We have seen more coverage revisions…
2018 National Outstanding CSR of the Year©
Presented here are the top five essays submitted for the 2018 Outstanding CSR of the Year® award. Competitors from across the nation shared their insights related
Socially Conscious Tech—To Address Life’s Challenges
Few would dispute that life brings challenges to all of us. People confront and sometimes struggle with those challenges in different ways. For those who
Opioids at Work: Employer Actions to Address the Risk
By Sue Mathiesen Our nation is facing the deadliest drug crisisAny critical incidentAn event that disrupts normal activities and may become a loss, claim or business interruption. More that involves death, serious injuryAn injury resulting in death, serious impairment of body function, or permanent serious disfigurement. More, or threat to people; damage to environment,
The Social Breakdown: How Insurance Agencies Can Leverage Social Media
Invite customers to build relationships with you! Did you know that social media offers daily opportunities to create and share authentic content that humanizes your
