2024 Classes

Insurance 101

Class Description

This course is intended for individuals with little or no insurance experience and knowledge. It is designed to familiarize non-insurance professionals with basic concepts of traditional insurance coverage as well as key terms and principles. The major coverages dealt with are property insurance, general liability insurance, auto insurance, umbrella/excess liability, and more. Areas of importance include named insureds, coverage forms, policy exclusions, conditions and limitations, and coverage enhancements and solutions for common insurance issues.

The attendee will leave this seminar with a basic understanding of standard insurance coverages, including their function and areas that are often confusing or misunderstood.

Presenters

The class will not be recorded for distribution purposes. Class registration will be available two months before each class date. If you have questions, please email Sidney Gardner.

Construction & Project-Related Insurance 101

Class Description

While initially designed for contractors and subcontractors, this course benefits those involved with construction activities and projects, including real estate developers. The course foundation is built upon a basic knowledge of insurance and coverages essential to the construction industry, but also includes sections on contractual requirements and claims processes that apply to construction and real estate concerns alike.

Project-related insurance topics include builder’s risk, owner/contractor-controlled insurance programs (OCIPs or CCIPs – often referred to as wrap ups) and owners and contractors protective (OCP) coverage. If you are responsible for construction contracts, construction site supervision, project development, and/or the overall management of related insurance programs, this course is for you.

Presenters

The class will not be recorded for distribution purposes. Class registration will be available two months before each class date. If you have questions, please email Sidney Gardner.

Contracts & Certificate Review 101

Class Description

This class is designed for individuals with the primary responsibility for securing and monitoring insurance coverages and certificates of insurance. Topics focus on negotiating contracts, contractual requirements in leases and contracts, and the various insurance coverages required to comply. This includes a discussion of certificates of insurance – what they are, what they do, and how to read them.

Presenters

The class will not be recorded for distribution purposes. Class registration will be available two months before each class date. If you have questions, please email Sidney Gardner.

Certificate & Endorsements 201

Class Description

This class is designed for businesses that hire contractors and/or work in the construction industry. It will benefit those responsible for reviewing certificates and endorsements. We will break down additional insured, primary/non-contributory, and waiver of subrogation language within policy forms and endorsements attached to the ACORD certificate of liability insurance. Attendees will learn to identify and differentiate between the various coverage triggers found in additional insured endorsements as well as recognize the coverage limitations and exclusions contained therein.

Attendees will come away with a comprehensive checklist and forms library that can be utilized to support the process of compliance and certificates of insurance monitoring.

Presenters

The class will not be recorded for distribution purposes. Class registration will be available two months before each class date. If you have questions, please email Sidney Gardner.

Claims 101

Class Description

This class is intended for those individuals who want a greater understanding of the claims process. Have you ever wondered if the ads about insurance company adjusters are really true? Or why some claims are paid and others are not? Maybe you’ve had a personal experience with a claim and you still don’t understand what the adjuster did?

This course will help to unmask the claims process and provide the attendee with a basic understanding of common claims terms, concepts, and procedures used by insurance companies from the time they are notified of a claim to its resolution.

Presenters

The class will not be recorded for distribution purposes. Class registration will be available two months before each class date. If you have questions, please email Sidney Gardner.

Personal Insurance 101

Class Description

This course is designed for individuals and financial advisors who have a beginner-to-intermediate level of personal insurance knowledge. We will survey auto, homeowner, collections, and umbrella coverages. Policy review will include named insureds, coverages, exclusions, and limitations. The course will also explore possible coverage gaps, optional coverage enhancements, and practical solutions for common personal insurance issues. We will address the factors that affect insurability and premiums, ways to help control insurance costs, and life events that may require changes to insurance coverage.

The attendee will leave this seminar with a basic understanding of standard personal insurance coverages and those areas that are often confusing or misunderstood.

Note: this class is 1,5 hours. 9am – 10:30am

Presenters

The class will not be recorded for distribution purposes. Class registration will be available two months before each class date. If you have questions, please email Sidney Gardner.