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IN-HOUSE PROGRAMS

IN-HOUSE PROGRAMS. Insuring Commercial Property. Insuring Commercial Casualty Exposures. Agency Operations. Insuring Personal Auto Exposures. Insuring Personal Residential Property. IN-HOUSE PROGRAMS. Review the major Commercial Property Coverage Forms and Cause of Loss Forms.

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IN-HOUSE PROGRAMS

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  1. IN-HOUSE PROGRAMS Insuring Commercial Property Insuring Commercial Casualty Exposures Agency Operations Insuring Personal Auto Exposures Insuring Personal Residential Property

  2. IN-HOUSE PROGRAMS • Review the major Commercial Property Coverage Forms and Cause of Loss Forms. • Learn which optional coverages and endorsements can be tailored to meet your clients’ needs. • Understand Business Income Coverage, its uses, and who needs it. • Improve your cross-selling ability by being up to date on important Commercial Property coverages. Insuring Commercial Property Insuring Commercial Casualty Exposures • Learn the elements of Legal Liability. • Gain a solid understanding of the Commercial General Liability Policy. • Improve cross-selling skills by learning how to make commercial coverages less difficult. • Review the Business Auto Policy, including coverages, covered autos, insureds, exclusions, and endorsements. • Discuss the Workers Compensation and Employers Liability Policy, including how to understand the information page, policy coverage, exclusions, and endorsements that your client may need.

  3. IN-HOUSE PROGRAMS Insuring Personal Auto Exposures • Analyze the coverage provided by the Personal Auto Policy and its major endorsements. • Learn how the Personal Auto Policy responds to woned, borrowed, or rented autos. • Examine the Personal Umbrella Policy and how it benefits your insured. • Discover who is an insured. • Explore avenues for avoiding Errors and Omissions exposures. Insuring Personal Residential Property • Analyze the coverages provided by the Homeowners Policies and endorsements. • Explore common exposures excluded by unendorsed policies. • Study the applications of coverages to specific risks. • Discover who is best served with a Dwelling Policy. • Distinguish key differences between Homeowners and Dwelling policies. Agency Operations • Learn how to minimize Errors and Omissions exposures> • Learn proven techniques for updating, streamlining, and professionalizing your agency. • Determine critical issues facing insurance agencies and how to head off common customer problems. • Understand the legal and ethical obligations of insurance personnel. • Gain a thorough understanding of agency systems, from new business to cancellations.

  4. IN-HOUSE PROGRAMS BENEFITS • The 1-day structure of the program allows you to gain maximum benefits with minimum time away from the office. • The course content is current, practical information that can applied immediately • Learn new skills for cross-selling and account rounding • The program and designation have national recognition within the insurance industry

  5. IN-HOUSE PROGRAMS Who Should Participate? • Any employee of an agency, insurance company including: • customer service representatives • insurance agents • agency managers. • This program will benefit new agents and customer service representatives as they understand and analyze risks and exposures.

  6. CISR RESPONSIBILITIES Supply CISR instructional aids to faculty. Supply course administrative materials to faculty. Supply printed course outlines, exhibits and forms to each participant. Supply name badges, formalized participant list and certificate of participation for each participant. Supply and administer exam. Grade exams and notify participants of his/her results. Create participant records for each person attending. Provide all participants who pass the examination with the prescribed CISR documents. Provide certification for continuing education credit for state licensing. Pay for faculty and honoraria, lodging meals and travel. SPONSORING AGENCY/COMPANY RESPONSIBITIES Provide classroom suitable, according to CISR specifications, for the day-long course. Provide overhead projector and large screen for use by instructors. Supply registration and break refreshments. Pay the Society the prescribed course fee. . IN-HOUSE PROGRAMS

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