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Commercial Lines Seminars
(Click on the city links to register)

 
Crime is the second greatest risk of loss to the assets of a business. In this seminar, you’ll explore the various crimes (other than employee theft) that may affect your commercial clients, and identify the most appropriate coverage solutions based on the type of loss exposures. You’ll also receive loss prevention tips that will be extremely valuable to you and your clients.
Who Should Attend: All commercial lines brokers.
22 Nov 17
Web Broadcast
10AM - NOON (PST)
  • Advanced Commercial Casualty Case Studies -New-
  • 3 Technical Credits
  • Len Bosch
Casualty exposures for intermediate to large commercial risks have greatly expanded in the past 10 years. In this seminar, undertake in-depth case studies of various commercial casualty risks to design insurance programs that address all exposures, and to make risk management recommendations. The case studies include identification of diverse liability exposures. This seminar is an excellent opportunity for all brokers and other industry professionals to enhance and strengthen their knowledge of casualty insurance. The session is presented via a combination of guided discussions and breakout sessions.
Who Should Attend: This seminar will be of particular interest and benefit to intermediate and senior-level commercial lines brokers.
28 Feb 17
Executive Hotel
1PM - 4PM
04 Apr 17
Comfort Hotel
1PM - 4PM
20 Apr 17
Civic Centre
1PM - 4PM
  • Advanced Commercial Property Case Studies -New-
  • 3 Technical Credits
  • Len Bosch
Commercial property risks can be very complex. In this seminar, undertake in-depth case studies of various commercial property risks to design insurance programs that address all exposures, and to make risk management recommendations. The case studies include identification of diverse property, business interruption and transportation exposures. This seminar is an excellent opportunity for all brokers and other industry professionals to enhance and strengthen their knowledge of commercial property insurance. The session is presented via a combination of guided discussions and breakout sessions.
Who Should Attend: This seminar will be of particular interest and benefit to intermediate and senior-level commercial lines brokers.
28 Feb 17
Executive Hotel
9AM - NOON
04 Apr 17
Comfort Hotel
9AM - NOON
20 Apr 17
Civic Centre
9AM - NOON
In this webinar, you’ll discuss claims and coverage issues in CGL policies and beyond, including wrap-up policies, builder’s risk and professional liability insurance. You’ll explore exactly who and what is covered by these policies, the insurer’s duty to defend and the obligation to act in good faith. Along the way, you’ll hear about interesting legal cases that highlight the various issues.
Who Should Attend: All commercial lines brokers
27 Apr 17
Web Broadcast
2PM - 4PM (PST)
  • C.O.P.E.-ing with Commercial Building Construction -New-
  • 2 Technical Credits
  • Jo Anne Mitchell
Are you responsible for marketing, writing or renewing commercial property policies? If you are, your commercial underwriters will ask you a lot of questions, including: What’s the building construction? How does the applicant occupy the building, and what other businesses occupy it? What types of fire and crime protection are there? What’s the exposure to loss presented by neighboring businesses? Gathering this information requires good knowledge of commercial building construction and a keen eye for detail. In this webinar, you’ll discover the essentials of commercial building construction and property protection systems by following the acronym, COPE, which stands for Construction, Occupancy, Protection and Exposures. You’ll also gain an understanding of insurance to value concerns and how to discuss it with your commercial clients.
Who Should Attend: Brokers new to commercial lines, and marketing brokers and other experienced brokers who want a good refresher.
25 Oct 17
Web Broadcast
9:30AM - 11:45AM (PST)
  • Commercial Endorsements and Floaters -New-
  • 2 Technical Credits
  • Melanie Needham
In this interactive webinar, you’ll look at the most commonly-used commercial endorsements and floaters. This will include but not be limited to Building By-laws, Stock Spoilage, the Exhibition Floater and the Installation Floater. Through this overview and related claims examples, you’ll gain an excellent understanding of how the various coverages can and should be applied.
Who Should Attend: While of primary of benefit to brokers who are new to commercial lines, senior brokers will also benefit from the review of coverages this webinar will provide.
22 Feb 17
Web Broadcast
2PM - 4PM (PST)
18 Oct 17
Web Broadcast
2PM - 4PM (PST)
  • Commercial General Liability and WorkSafe BC Coverages -New-
  • 2 Technical Credits
  • Scott W.K. Urquhart of Lindsay LLP
Take an in-depth look at coverage issues in commercial general liability policies, including a review of who and what is covered, the insurer’s duty to defend and the obligation to act in good faith. Explore the interaction of British Columbia’s workers’ compensation system with the general insurance system and take a look at recent case law, including the Danicek v. Li case.
Who Should Attend: All commercial lines brokers at all levels.
01 Nov 17
Web Broadcast
10AM - NOON (PST)
  • Construction Liability - Coverages and Cases -New-
  • 3 Technical Credits
  • Krista Prockiw
In this half-day seminar, you’ll get an overview and update on construction liability and case law. Topics will include first party property and third liability claims and coverage; ‘claims made’ under E&O policies; insuring agreements; “accidents”, “occurrences” and “property damage”; overlapping coverage between contemporaneous or consecutive (time-on-risk) policies; ‘known losses’ under the IBC 2100 form; duty to defend (including partially covered claims) versus obligation to indemnify; first party exclusion clauses for “faulty design” or “workmanship”, inherent vice, etc.; third party exclusions for “defective work” or “product”; concurrent causation; contractual liability; breach of conditions or warranties; and bars to subrogation against project participants.
Who Should Attend: All brokers and support staff handling construction and other commercial lines risks, including professional services.
09 Nov 17
Comfort Hotel
1PM - 4PM
  • Contractor's CGL versus Wrap-up Liability Insurance
  • 2 Technical Credits
  • Edith Strauss
Brokers need to pay special attention to the liability coverage needs of general and specialty contractors. Compared to other businesses, their liability risks are often substantial and complex. In this webinar, you’ll learn about the commercial general liability (CGL) coverages and limitations that affect contractors, and how wrap-up liability insurance adds an important layer of protection not offered by the CGL. This will better prepare you to work with your contractor clients.
Who Should Attend: All commercial lines brokers.
17 May 17
Web Broadcast
10AM - NOON (PST)
Workplace crime can be disruptive to daily operations, and can have devastating impact on a company and its bottom line. It’s crucial to help your clients protect their businesses from the threat of crime by employees and outsiders. In this webinar, you’ll take a good look at all crime and fidelity coverages including: employee theft or forgery/alteration, theft, robbery and burglary (inside the premises), theft and robbery (outside the premises), fraudulent money orders and counterfeiting, and the 3D Policy.
Who Should Attend: Who Should Attend: All commercial lines brokers at all levels.
08 Nov 17
Web Broadcast
2PM - 4PM (PST)
  • Cyber Risks and Anti-spam Legislation - Overview and Risk Management Techniques -New-
  • 3 Technical Credits
  • Karen MacWilliam
In this seminar, you’ll focus on the nature of cyber risks, how coverage responds, and some of the risk management techniques you need to consider. You’ll get an overview of various coverage forms currently offered, and you’ll look at Canada’s Anti-spam Legislation and interrelated privacy legislation as they relate to risks and insurance coverage.
Who Should Attend: All commercial lines brokers.
12 May 17
Executive Hotel
1PM - 4PM
27 Nov 17
Coast Bastion Inn
1PM - 4PM
  • Equipment Breakdown Coverage -New-
  • 3 Technical Credits (Webinar: 2 Technical Credits)
  • Len Bosch
I this session, you’ll examine why equipment breakdown (formerly known as boiler and machinery) insurance is required, and look at the various types of risks that need it. Along the way, you’ll investigate common hazards, indirect damage and extensions of coverage available. You’ll also discuss how mechanical breakdown relates to commercial, course of construction and high-end homeowner risks.
Who Should Attend: All commercial lines brokers.
07 Mar 17
Ramada Lodge Hotel
9AM - NOON
19 Apr 17
Web Broadcast
10AM - NOON (PST)
  • Exploring Special Commercial Property Coverages
  • 2 Technical Credits
  • Edith Strauss
Explore the purpose of various commercial property coverages in the context of specific types of commercial risks. In this webinar, you’ll focus on sometimes-overlooked commercial risk exposures that require specific coverages. The coverages highlighted and discussed will include: leasehold interest, earthquake and flood, glass riders, sign floaters, valuable papers and records, accounts receivable, and others as may arise in the course of the discussion.
Who Should Attend: All brokers handling Commercial Lines risks.
05 Apr 17
Web Broadcast
10AM - NOON (PST)
  • Getting Started in Commercial Lines - 4 Part Series
  • 12 Technical Credits (3 CE credits per module)
  • Jo Anne Mitchell
Are you new to commercial lines? Have you wondered where you can go to get the information you need to make the transition to commercial as quickly and smoothly as possible? If so, this new webinar series is a must. By completing all four modules, you’ll learn the basics of commercial risk assessment and get good grounding in commercial property and liability coverages. You’ll be able to apply what you learn right away! In Module 1 you’ll explore risk management concepts and methods to asses a commercial risk using key sections of the CSIO Commercial Application form. You’ll also investigate commercial liability exposures. In Module 2, you’ll look at the basics of commercial building construction and insurance to value concerns. In Module 3, you’ll gain knowledge of commonly used commercial property wordings. And in Module 4 you’ll finish up with an introduction to the Commercial General Liability policy.
Who Should Attend: Account executives and customer service brokers who are transitioning into a commercial lines role. This webinar series is also appropriate for a newly licensed broker moving directly into a commercial lines position.

NOTE: While attendance in all four webinars is not mandatory, it’s highly recommended.
Module 1 – Commercial Risk Assessment Using the CSIO Commercial Application
01 Feb 17
Web Broadcast
9:30AM - NOON (PST)
Module 2 – Commercial Building Construction and Property Protection Systems
08 Feb 17
Web Broadcast
9:30AM - NOON (PST)
Module 3 – Introduction to Commercial Property Wordings
15 Feb 17
Web Broadcast
9:30AM - NOON (PST)
Module 4 – Introduction to Commercial Liability Including the CGL Policy
22 Feb 17
Web Broadcast
9:30AM - NOON (PST)
In this interactive webinar, you’ll look at some less-discussed commercial liability exposures, and how you can help your clients assess their exposures, look at appropriate coverage and mitigate loss. The discussion will include but not be limited too: Professional Liability, Directors & Officers, Cyber Liability and Excess Liability.
Who Should Attend: All Commercial Lines brokers.
17 May 17
Web Broadcast
2PM - 4PM (PST)
  • How to be a Commercial Lines “Super Broker”
  • 6 Technical Credits
  • Nick Batistic
The nature of insurance broking is changing. Regardless of whether you broker small, medium or large commercial accounts, the need for differentiation is getting greater all the time. How do you keep existing accounts, and how do you secure new ones? You must constantly push the envelope and evolve. If you don’t, you’ll find success harder to come by. Join in on this in-depth, all-day seminar for an open dialogue and direct tips from a senior, highly successful commercial producer. Learn the ways and means of being a better and more effective commercial lines broker.
Who Should Attend: All Commercial Lines brokers.
16 Feb 17
Quality Hotel & Conference Centre
9AM - 4PM
  • Insurance and Risk Management Tips for Non-Profit and Government Organizations -New-
  • 3 Technical Credits
  • Karen MacWilliam
In this half-day seminar, you’ll focus on insurance coverage for non-profit and government organizations. You’ll take an in-depth look at policy language intended for non-profit and government organizations, modifications to coverage to make a policy more appropriate for non-profit and government organizations, and why insurance is ESSENTIAL for these organizations.
Who Should Attend: All commercial lines brokers.
14 Mar 17
Ramada Lodge Hotel
1PM - 4PM
11 May 17
Comfort Hotel
1PM - 4PM
28 Nov 17
Executive Hotel
1PM - 4PM
  • Insurance for General Contractors and Sub-trades
  • 2 Technical Credits
  • Edith Strauss
Building contractors and sub-trades need coverages beyond the basics of tools and equipment and liability. There’s more to insuring course of construction risks and contractors’ liability. In this webinar, you’ll learn the ins and outs of builder’s risk insurance and other essential coverages, including Commercial General Liability (CGL) in ‘Wrap-up’ form.
Who Should Attend: All Commercial Lines brokers.
18 Oct 17
Web Broadcast
10AM - NOON (PST)
  • Introduction to Commercial Lines Risk Assessment
  • 6 Technical Credits
  • Jo Anne Mitchell
This all-day interactive workshop will provide you with the skills you need to assess and perform front-line underwriting of commercial risks. You’ll learn several common methods of risk assessment, and will have an opportunity to apply this theory through case studies and group activities. You’ll leave this program with the ability to identify exposures to financial loss and make appropriate loss control and coverage recommendations.
Who Should Attend: While of primary of benefit to brokers who are new to commercial lines, senior brokers will also benefit from this in-depth seminar.
25 Apr 17
Executive Hotel
9AM - 4PM
26 Apr 17
Ramada Lodge Hotel
9AM - 4PM
  • Miscellaneous Commercial Property Coverages -New-
  • 2 Technical Credits
  • Melanie Needham
In this interactive webinar, you’ll discuss various commercial coverages, including but not limited to Aviation Insurance, Glass Coverage, Event Cancellation and Jewellers Block. You’ll gain an in-depth understanding of the coverages and the underwriting concerns related to each.
Who Should Attend: While of primary of benefit to brokers who are new to commercial lines, senior brokers will also benefit from the review of coverages this webinar will provide.
15 Feb 17
Web Broadcast
2PM - 4PM (PST)
  • Problematic Commercial Cases and Coverages -New-
  • 3 Technical Credits
  • Krista Prockiw
In this seminar, you’ll take an in-depth look at some interesting commercial cases that have left a few brokers shaking their heads. You’ll examine a variety of strange commercial lines cases, including those involving business auto, tenants, improvements and betterments, the margin clause, ordinance or law, and more.
Who Should Attend: Commercial lines brokers at all levels.
26 Oct 17
Coast Bastion Inn
1PM - 4PM
  • Promoting Insurance to Value - Commercial Accounts -New-
  • 2 Technical Credits
  • Jo Anne Mitchell
According to experts at Risk Management Services, an estimated 70% of commercial buildings in Canada are under-insured by up to 40% of their replacement cost. Following property losses, perhaps the most devastating news for policyholders is learning that they don’t have enough insurance coverage. Will their businesses be able to re-open? And how are their brokers liable for underinsurance? In this webinar, you’ll take an in-depth look at the underinsurance zones in a typical commercial account; actual cash value, replacement cost and functional replacement cost; co-insurance, including stated amount co-insurance; re-construction verses new build; when the tenant must insure the building; impact of by-laws and building codes; and selling insurance to value.
Who Should Attend: Commercial lines brokers at all levels.
29 Mar 17
Web Broadcast
2PM - 4:15PM (PST)
  • Property of Others - Bailee's Customers Floater & Warehouseman's Legal Liability -New-
  • 2 Technical Credits
  • Melanie Needham
In this webinar, explore inland marine coverage on property entrusted to the insured for storage, repair or servicing. Take an in-depth look at policies issued for this coverage. Discuss exposures and how to provide adequate coverage. And look at Warehouseman's Legal Liability, the risks that require this coverage, what it entails and excludes, and how to ensure proper coverage.
Who Should Attend: All Commercial Lines brokers
12 Apr 17
Web Broadcast
10AM - NOON (PST)
In this seminar you’ll explore the term, “Quality Service”, as it relates to commercial casualty risks. Through open dialogue, you’ll examine what the insurance industry collectively thinks of as service, and compare it with business research findings. Along the way, you’ll explore risk circumstances, exposures and coverages, and blend it all together to achieve top quality service for your clients. Come prepared to challenge, contribute, learn and evolve, both personally and as a broker!
Who Should Attend: All commercial lines brokers at all levels.
02 Mar 17
Executive Hotel
1PM - 4PM
19 Oct 17
Ramada Lodge Hotel
1PM - 4PM
23 Nov 17
Comfort Hotel
1PM - 4PM
In this seminar you’ll explore the term, “Quality Service”, as it relates to commercial property risks. Through open dialogue, you’ll examine what the insurance industry collectively thinks of as service, and compare it with business research findings. Along the way, you’ll explore risk circumstances, exposures and coverages, and blend it all together to achieve top quality service for your clients. Come prepared to challenge, contribute, learn and evolve, both personally and as a broker!
Who Should Attend: All commercial lines brokers at all levels.
02 Mar 17
Executive Hotel
9AM - NOON
19 Oct 17
Ramada Lodge Hotel
9AM - NOON
23 Nov 17
Comfort Hotel
9AM - NOON
  • Risk Recognition - Casualty -New-
  • 3 Technical Credits
  • Nick Batistic
Clients come to brokers expecting expertise and knowledge. How do you, the broker, develop the ability to recognize casualty risk exposures, especially now that the internet has changed laws and exposures while destroying conventional boundaries? In this seminar, you’ll explore ways of combining a comprehensive casualty risk exposure checklist with an enquiring mind. You’ll also learn how to apply the right mix of discipline, methodology, and knowledge of business operations and coverage wordings to boost your level of competence and client service. Come prepared for discussion and challenge!
Who Should Attend: All Commercial Lines brokers.
26 Apr 17
Coast Bastion Inn
1PM - 4PM
  • Risk Recognition - Property -New-
  • 3 Technical Credits
  • Nick Batistic
Clients come to brokers expecting expertise and knowledge. How do you, the broker, develop the ability to recognize commercial property risk exposures? In this seminar, you’ll explore ways of combining a comprehensive property risk exposure checklist with an enquiring mind. You’ll also learn how to apply the right mix of discipline, methodology, and knowledge of business operations and coverage wordings to boost your level of competence and client service. Come prepared for discussion and challenge!
Who Should Attend: All Commercial Lines brokers.
26 Apr 17
Coast Bastion Inn
9AM - NOON
In this seminar, you’ll take an in-depth look at specialty liability cases and coverage in commercial lines, including U.S. products exposures, liquor liability, umbrella, professional liability, hazardous materials, pollution, and more.
Who Should Attend: Commercial lines brokers at all levels.
09 Nov 17
Comfort Hotel
9AM - NOON
  • The Insurance Needs of Manufacturers and Distributors -New-
  • 2 Technical Credits
  • Melanie Needham
In this webinar, you’ll look at this special class of commercial risk and discuss coverages required and how to assess those requirements. Among the various topics discussed, you’ll touch on property insurance, general liability insurance (including completed product and operations liability), inherent defect insurance and equipment breakdown insurance. You’ll also learn how to identify particularly complex risks and how to handle them. Plan on doing some teamwork in this interactive webinar!
Who Should Attend: All Commercial Lines brokers.
12 Apr 17
Web Broadcast
2PM - 4PM (PST)
  • The Surety Process -New-
  • 3 Technical Credits (Webinar: 2 Technical Credits)
  • Len Bosch
In this session, you’ll get a detailed overview of bid, performance, labour and material bonds, including a case study of the proper process to follow when a client requests one of these bonds. You’ll learn about the common application errors that could cause a delay in a bond being issued, and ways to ensure that surety bonds are issued in a timely manner.
Who Should Attend: All commercial lines brokers.
07 Mar 17
Ramada Lodge Hotel
1PM - 4PM
19 Apr 17
Web Broadcast
2PM - 4PM (PST)
  • Tricky Issues in Commercial Lines Claims -New-
  • 3 Technical Credits (Webinar: 2 Technical Credits)
  • Evan Miles
Learn about current trends in commercial property and liability claims handling, including why the frustration levels of clients and adjusters are at an all-time high, how coverage analysis can take on a life of its own and become complex and drawn out, why the simplest property loss can take so long to process, repair and pay, and the real reasons behind your clients’ frustrations. Through some fun exercises, you’ll also learn about the things you, the broker, can do to manage your expectations and those of your clients.
Who Should Attend: All personal lines brokers at all levels.
11 Apr 17
Executive Hotel
1PM - 4PM
03 May 17
Web Broadcast
2PM - 4PM (PST)
  • Twenty Questions - The Most Helpful Insurance Questions to Mitigate Risk -New-
  • 3 Technical Credits
  • Karen MacWilliam
Explore the best questions to ask commercial policyholders to better understand the underlying risks associated with their accounts. This can minimize the chance of errors and omissions, and helps provide the best “fit” with the insurance programs you provide.
Who Should Attend: All commercial lines brokers.
14 Mar 17
Ramada Lodge Hotel
9AM - NOON
11 May 17
Comfort Hotel
9AM - NOON
28 Nov 17
Executive Hotel
9AM - NOON
  • Understanding Directors and Officers Liability -New-
  • 2 Technical Credits
  • Mario Fiorino
In this webinar you’ll address the critical issues facing directors and officers today, and get the tools necessary to provide steady and prudent insurance counsel and advice in a difficult and demanding legal environment. You’ll learn about the regulatory framework of directors and officers liability and corporate governance, the liability risk assessment factors for private and not-for-profit organizations, and the ins and outs of directors and liability insurance coverage. A variety of teaching methods will be applied, including discussion of coverage-specific case studies.
Who Should Attend: All commercial lines brokers at all levels.
05 Apr 17
Web Broadcast
2PM - 4PM (PST)