Events
This webinar is addressed to all industry professionals who want to fully understand the new accident benefits and how to not only explain the current coverage but also the optional coverage. We will also cover how to sell this to clients. Recommended for all service and sales brokers. Facilitated by Melanie Needham, FCIP, CRM – […]
By Samantha Chang | July 30, 2019
1 min read
**EXAM: Monday August 26th** This format is an instructor-led, 5-day intensive course with hands-on exercises, group discussion and practical application. Facilitated by Chris Coniglio, BA, CAIB, CIP 16 Technical Hours 9:00AM-5:00PM $900 plus $270 additional for non-members
There are many factors to take into account when underwriting a Personal Lines residential risk. Get an in-depth overview of the information needed to write a good book of business. Review key components in building trustworthy relationships to make sure that the client receives the best policy to suit their needs. Recommended for all brokers […]
Life lease housing is a relatively new form of tenure in Canada, but a rapidly growing one in Ontario and the western provinces that is misunderstood by the purchaser and industry. This webinar will take you through basic understanding of the life lease terminology, process of development, ownership issues as well as how the industry […]
Gain knowledge of general insurance including home, auto, commercial property, travel and liability coverage for individual and commercial clients. This format includes a preliminary online orientation followed by a 10-day in-class course. The RIBO exam is written on the final day. Facilitated by Lyall Bell, CAIB, CIP Monday – Friday 8:30AM-4:00PM $750 plus $100 additional for […]
This technology will inevitably change the insurance industry, so what are the trends that we are seeing (or expect to see) and how can we evolve in order to address these changes. We will also explore various topics within this field that are still in the works and being debated, such as cyber security issues, […]
Clearly outlined workflow processes can benefit a brokerage in many ways. Once created, a well-documented workflow can reinforce standardized coding, clarify roles and responsibilities and reveal amazing opportunities for improvement. During this one-hour webinar, we will discuss the key components of a workflow design; the concepts, the prep work that needs to be done beforehand […]
This webinar will assist anyone looking to attain information on the use, needs and coverage available for umbrella and excess coverage. This session is designed to provide understandable descriptions of the standard coverages and the options available. We will discuss scenarios for when these options are recommended and the reasons for recommending this cover as […]
Review the different models currently used and will then proceed to actually build a live workflow during the webinar, using a software tool called Microsoft Visio. The participants will contribute their input in a ‘live’ environment, so as to fully appreciate the workflow-build method. Recommended for brokers, managers and those responsible for operations. Facilitated by […]
Gain knowledge of general insurance including home, auto, commercial property, travel and liability coverage for individual and commercial clients. This format includes a preliminary online orientation followed by a 10-day in-class course. The RIBO exam is written on the final day. Facilitated by Lyall Bell, CAIB, CIP 8:30AM-4:00PM Mon-Fri $750 plus $100 additional for non-members
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