Agents E&O Documentation, Social Media, Cyber and More

1:00 PM - 4:00 PM

Agents who focus on E&O loss prevention fortify their agency from potentially devastating claims while improving the customer experience. In this course, agents will learn best practices regarding documentation, social media use, cyber risks and other ...

PC Pre-Licensing Review

9:00 AM - 4:00 PM

This 3 day review is intended for those who are preparing to take the Maine Property & Casualty Producer Licensing Exam. We will spend the three days covering the Maine Law and all the topics included in the Maine licensing workbook. The benefit you receiv

Is This Stuff For Real? Understanding and Insuring Emerging Risks

1:00 PM - 4:00 PM

Virtual currency. Marijuana. Outer space. Nanotechnology. Autonomous cars. GMOs. What is all this stuff? What are your insureds doing with it? How are insurers responding to it and what can you the agent do about it? Join master insurance technician ...

Commercial Property - Direct vs Indirect Damage

9:00 AM - 12:00 PM

We often sell direct and indirect damage coverages together, but did you know that these forms have little in common and do not require that one be purchased with the other? This course will include a discussion on some the differences between a ...

Culture, Ethics and E&O

1:00 PM - 4:00 PM

Good (and error avoiding) habits begin with good decision making. It sounds like a no brainer, but employees in agencies across America struggle with this every day, souring agency culture and leading to costly E&O claims. Join agency principal and ...

CIC: Insurance Company Operations (Day 1 of 2)

This NEW institute is designed for individuals who want to understand the functions performed by an Insurance Company. This course is part of a National Designation program called the Certified Insurance Counselor (CIC) program. Each institute can ...

The Small or Hobby Farm

9:00 AM - 12:00 PM

The small farmer has always been with us. Insurance company’s appetite for this type of insured has waxed and waned. Are they commercial risks or personal lines risks? This session will make it very clear the small farmer is BOTH. As such, agents ...

Personal Lines Clients and Their New Normal

1:00 PM - 4:00 PM

A side-effect of the pandemic is that many of our personal lines insureds – for better or worse - had to make changes in the way they live, work, and educate. Even in a post-pandemic world, many such lifestyle changes will continue. Join Nicole as she ...

Adventures in Aging: Understanding Social Security and Medicare

1:00 PM - 4:00 PM

Over the last five decades, Chris Amrhein has evolved into one of the insurance industry’s most trusted resources/statesman. Join Chris as he blends his professional and personal experience with Social Security and Medicare into this interactive, ...

ACSR #1 - Homeowners Insurance

9:00 AM - 4:00 PM

This "INTERMEDIATE" seminar includes an overview of the HO policy structure and eligibility requirements, an in-depth study of the coverages, exclusions and conditions, and a comparison of different HO policies, and endorsements used with the HO ...

5 Contractor Coverage Concepts Every Agent Must Understand

9:00 AM - 11:00 AM

Contractor risks are unique regarding their risk profile, exposures and coverage needs. Agents must understand these unique risks, exposures and coverages to properly manage their contractor clients. This session focuses on five of the most common ...

CISR: Commercial Casualty 1 - CGL, Additional Insureds

This course is geared towards students who have a basic understanding of insurance and want to focus on the Commercial General Liability form along with additional insured exposures. This course is designed to strengthen your ability to have ...

Personal Lines Coverage Concerns: Annoying But Important

9:00 AM - 12:00 PM

This course is further evidence that, even though we deal with them daily, personal lines insurance policies are packed with coverage concerns recognizable only to the well-trained eye. Join Scott Treen as he reviews a variety of annoying but important ...

Flood Insurance and the NFIP

1:00 PM - 4:00 PM

Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance. Agents will gain a basic understanding of the National Flood Insurance Program (NFIP) and the ability to share this ...

CISR: Commercial Casualty 1 - CGL, Additional Insureds

This course is geared towards students who have a basic understanding of insurance and want to focus on the Commercial General Liability form along with additional insured exposures. This course is designed to strengthen your ability to have ...

Agents E&O: Duties, Operations, Checklists and More

9:00 AM - 12:00 PM

Agents who focus on E&O loss prevention fortify their agency from potentially devastating claims while improving the customer experience. In this course, agents will learn best practices regarding agent’s duties, agency operations, using checklists and ...

Homeowners in Real Life

1:00 PM - 4:00 PM

Once a policy is written, all it requires is renewals and varying degrees of service….until a claim occurs! Take a deep dive in to some claims examples that range from dog bites to burglaries, renovations to total losses, and how each claims triggers ...

Additional Insureds and Certificates: Issues, Answers & When to Say No

9:00 AM - 12:00 PM

Certificates of Insurance and Additional Insured endorsements cause many problems for insurance agents trying to help commercial clients. We will review the things to consider before issuing a certificate and discuss ways to avoid some of the common ...

CISR: Commercial Casualty 1 - CGL, Additional Insureds

This course is geared towards students who have a basic understanding of insurance and want to focus on the Commercial General Liability form along with additional insured exposures. This course is designed to strengthen your ability to have ...

Insurance Jeopardy: Testing Your Knowledge of PL & CL

9:00 AM - 12:00 PM

This…Is…Insurance Jeopardy! Your host, instructor and master insurance technician Steve Lyon uses a Q&A format to gauge your understanding of complicated insurance coverage issues in a variety of commercial and personal lines exposures. You’ll love the ...

Ethics: Essentials for the Insurance Producer

1:00 PM - 4:00 PM

This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to insurance carriers, prospects and clients, and to third parties. Throughout the course, ...

CIC: Agency Management

This program is geared towards students who want to seek advanced programs in property and casualty insurance. The Agency Management Institute emphasizes value added, relevant and practical topics for all agency owners and managers, producers, CSRs, ...

Insuring Commercial Transportation Exposures

9:00 AM - 12:00 PM

Businesses that use autos need commercial auto coverage. The type, use, ownership and many other factors associated with these autos will dictate the coverage form most effective in transferring risk for each client. This presentation will address two ...

CISR: Life and Health Essentials

This course is geared towards students who have a basic understanding of insurance and want to have a better understanding of what your clients need to know about life and health insurance. This course is part of a National Designation program called ...

Adventures in Aging: Financially Surviving Retirement

1:00 PM - 4:00 PM

To earn CE credit for attending this course is a nice bonus, but we hope you’ll see it for what it truly is: an experience that will change your life as well as the lives of those around you. People are terrified of outliving their money and ...

CISR: Personal Auto

This course is geared towards students who have a basic understanding of insurance and want to be able to assist clients in identifying their exposures and more effectively advise them in the processes of analyzing, obtaining, and modifying their ...

The Small or Hobby Farm

9:00 AM - 12:00 PM

The small farmer has always been with us. Insurance company’s appetite for this type of insured has waxed and waned. Are they commercial risks or personal lines risks? This session will make it very clear the small farmer is BOTH. As such, ...

Is This Stuff For Real? Understanding and Insuring Emerging Risks

1:00 PM - 4:00 PM

Virtual currency. Marijuana. Outer space. Nanotechnology. Autonomous cars. GMOs. What is all this stuff? What are your insureds doing with it? How are insurers responding to it and what can you the agent do about it? Join master insurance ...

ACSR #2 Personal Automobile Insurance

9:00 AM - 4:00 PM

This “INTERMEDIATE LEVEL” full day seminar will include an overview of the PAP policy structure and eligibility requirements, an in-depth study of the four basic personal auto coverages, underwriting practices, rate regulations and rating factors, and ...

5 Contractor Coverage Concepts Every Agent Must Understand

2:00 PM - 4:00 PM

Contractor risks are unique regarding their risk profile, exposures and coverage needs. Agents must understand these unique risks, exposures and coverages to properly manage their contractor clients. This session focuses on five of the most ...

CRIS - Commercial Liability for Contractors

9:00 AM - 4:00 PM

This course is designed to give a moderately experienced insurance person a detailed look at (1) the liability exposures that give rise to employment-related claims and (2) the insurance policies that have been developed to cover these exposures. The ...

Commercial Property - Direct vs Indirect Damage

9:00 AM - 12:00 PM

We often sell direct and indirect damage coverages together, but did you know that these forms have little in common and do not require that one be purchased with the other? This course will include a discussion on some the differences between a ...

CISR: Personal Auto

This course is geared towards students who have a basic understanding of insurance and want to be able to assist clients in identifying their exposures and more effectively advise them in the processes of analyzing, obtaining, and modifying their ...

Agents E&O Documentation, Social Media, Cyber and More

9:00 AM - 12:00 PM

Agents who focus on E&O loss prevention fortify their agency from potentially devastating claims while improving the customer experience. In this course, agents will learn best practices regarding documentation, social media use, cyber risks ...

CISR: Agency Operations

This course is geared towards students who have a basic understanding of insurance and how an agency works but want to make themselves an indispensable team player in the agency. This class will also let you work with others with enhanced ...

Personal Lines Clients and Their New Normal

1:00 PM - 4:00 PM

A side-effect of the pandemic is that many of our personal lines insureds – for better or worse - had to make changes in the way they live, work, and educate. Even in a post-pandemic world, many such lifestyle changes will continue. Join Nicole ...

5 Contractor Coverage Concepts Every Agent Must Understand

11:00 AM - 1:00 PM

Contractor risks are unique regarding their risk profile, exposures and coverage needs. Agents must understand these unique risks, exposures and coverages to properly manage their contractor clients. This session focuses on five of the most ...

ACSR #3 - Personal Lines Related Coverages

9:00 AM - 4:00 PM

This “INTERMEDIATE LEVEL” seminar increases your technical expertise in: Dwelling, Personal Umbrella, Personal Inland Marine, Watercraft Insurance, Flood Insurance, Beachfront and FAIR Plan. Ethics Requirement: All students must complete and pass the ...

In the Aftermath - An Agent's Perspective on Disaster Readiness & Recovery

12:00 PM - 2:00 PM

When disaster strikes - whether it be a hurricane, earthquake, tornado, fire, or flood - will your agency be ready to deal with the aftermath? Your clients are counting on you to do just that, and you owe it to them to be as prepared as possible. In ...

CRIS - Contractual Risk Transfer in Construction

9:00 AM - 4:00 PM

This program focuses on fulfilling the implied promises contained in the insuring agreement. Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omissions including ...

ACSR #4 - Defining Agency E&O Basics

9:00 AM - 4:00 PM

This "INTERMEDIATE LEVEL" seminar is designed for agency personnel as an overview of the errors & omissions loss exposure facing the agency. Attendees will learn to evaluate their agency’s susceptibility to E&O claims, how to avoid them and what to do ...

Commercial Lines 3 Day School (May18, May 20 & 21 - NO CLASS 5/19)

9:00 AM - 4:00 PM

3 Day Commercial Lines School This 3 day review is intended for those who are new to Commercial Lines. This course provides a systemic education approach to the “meat and potatoes” coverages found in most commercial lines customer’s insurance ...

2 Day Personal Lines Analysis

9:00 AM - 4:00 PM

This two-day class takes a deeper look at the coverage parts of necessary personal lines insurance forms. The course starts with the 2011 edition of the homeowners' form and works its way through personal lines floaters, dwelling fire forms, ...

In the Aftermath - An Agent's Perspective on Disaster Readiness & Recovery

8:00 AM - 10:00 AM

When disaster strikes - whether it be a hurricane, earthquake, tornado, fire, or flood - will your agency be ready to deal with the aftermath? Your clients are counting on you to do just that, and you owe it to them to be as prepared as possible. In ...

5 Contractor Coverage Concepts Every Agent Must Understand

12:00 PM - 2:00 PM

Contractor risks are unique regarding their risk profile, exposures and coverage needs. Agents must understand these unique risks, exposures and coverages to properly manage their contractor clients. This session focuses on five of the most ...

ACSR #5 - Customer Service and It's Impact

9:00 AM - 4:00 PM

This "INTERMEDIATE LEVEL" seminar overviews insurance business including, principals, nature and organizations as well as legal issues, risk management, and insurance sales and account development. Ethics Requirement: All students must complete and ...

How to Understand Commercial Property Underwriting & COPE

11:00 AM - 1:00 PM

Today's commercial property underwriters use the same information their predecessors used nearly 400 years ago: Construction Occupancy Protection Exposure Combined, these four elements are known as "COPE underwriting." There is no "magic" to ...

5 Contractor Coverage Concepts Every Agent Must Understand

11:00 AM - 1:00 PM

Contractor risks are unique regarding their risk profile, exposures and coverage needs. Agents must understand these unique risks, exposures and coverages to properly manage their contractor clients. This session focuses on five of the most ...

How to Understand Commercial Property Underwriting & COPE

10:00 AM - 12:00 PM

Today's commercial property underwriters use the same information their predecessors used nearly 400 years ago: Construction Occupancy Protection Exposure Combined, these four elements are known as "COPE underwriting." There is no "magic" to ...

In the Aftermath - An Agent's Perspective on Disaster Readiness & Recovery

9:00 AM - 11:00 AM

When disaster strikes - whether it be a hurricane, earthquake, tornado, fire, or flood - will your agency be ready to deal with the aftermath? Your clients are counting on you to do just that, and you owe it to them to be as prepared as possible. In ...

5 Contractor Coverage Concepts Every Agent Must Understand

12:00 PM - 2:00 PM

Contractor risks are unique regarding their risk profile, exposures and coverage needs. Agents must understand these unique risks, exposures and coverages to properly manage their contractor clients. This session focuses on five of the most ...

How to Understand Commercial Property Underwriting & COPE

2:00 PM - 4:00 PM

Today's commercial property underwriters use the same information their predecessors used nearly 400 years ago: Construction Occupancy Protection Exposure Combined, these four elements are known as "COPE underwriting." There is no "magic" to ...

Commercial Lines Analysis (3 Day School)

9:00 AM - 4:00 PM

Commercial lines insurance is designed to cover a wide array of businesses; from a small office, a one-person contractor, to a large trucking fleet or national manufacturer. This course will break down the standard ISO forms most businesses need, from ...

ACSR #4 - Defining Agency E&O Basics

9:00 AM - 4:00 PM

This "INTERMEDIATE LEVEL" seminar is designed for agency personnel as an overview of the errors & omissions loss exposure facing the agency. Attendees will learn to evaluate their agency’s susceptibility to E&O claims, how to avoid them and ...

ACSR #5 - Customer Service and It's Impact

9:00 AM - 4:00 PM

This "INTERMEDIATE LEVEL" seminar overviews insurance business including, principals, nature and organizations as well as legal issues, risk management, and insurance sales and account development. Ethics Requirement: All students must complete ...