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

 
  • Automobile Insurance - Cases and Coverages
  • 3 Technical Credits
  • Krista Prockiw
Explore the regulatory framework of the Insurance (Vehicle) Act and review cases involving: coverage issues, use and operation, attached equipment coverage, principal-operator breaches, and waivers of liability.
Who Should Attend: All auto brokers at all levels.
04 Apr 17
Executive Hotel
1PM - 4PM
  • Enhanced Water Damage Coverages -New-
  • 3 Technical Credits
  • Laura Knight
More and more insurance companies offer an “enhanced water damage" package, covering a broader range of residential water damage than ever before. But at what price, what deductible, and with what exclusions and limitations? In this seminar, you’ll take a detailed look at the evolution of residential water damage coverage, and compare and contrast the water coverages offered by several large, Canadian insurers.
Who Should Attend: All personal lines brokers at all levels.
24 Oct 17
Comfort Hotel
1PM - 4PM
  • Green Acres: An Introduction to Farm Insurance -New-
  • 6 Technical Credits
  • Jo Anne Mitchell
A farm is a unique entity that needs a combination of coverages to address both the personal and business aspects of the risk. In this all-day seminar, you’ll learn about the variety of products grown/raised on BC farms, identify the exposures to property and liability losses presented by these farming operations, learn the difference between a full-time farm and a hobby farm, and explore the insurance products required to adequately insure both full-time and hobby farm enterprises.
Who Should Attend: Sales and service brokers who want to learn more about farm insurance.
07 Mar 17
Comfort Hotel
9AM - 4PM
08 Mar 17
Executive Hotel
9AM - 4PM
09 Mar 17
Quality Hotel & Conference Centre
9AM - 4PM
  • How to Become a Personal Lines “Super Broker”
  • 3 Technical Credits
  • Brandi Anfield
There are many different elements that go into being a highly seasoned and professional insurance broker. Many brokers try to get business in and policies out as quickly as possible without asking too many questions for fear of losing the sale. This results in the broker not forging a strong bond with clients nor giving them peace of mind that they’re being taken care of. To project confidence and knowledge while giving your client adequate time and attention, there are key steps to follow with every prospective sale. This seminar will provide you with the steps and tools to provide your clients with a highly effective, informative process when placing coverage for any risk. You’ll participate in skills-building activities and group discussions on how to be efficient and organized, how to be prepared for any potential scenario, how to assist in the claims process, how to educate the client, and how to read between the lines to determine what coverages are required.
Who Should Attend: This seminar is beneficial to all Personal Lines brokers at all levels.
16 Mar 17
Coast Bastion Inn
9AM - NOON
06 Apr 17
Executive Hotel
9AM - NOON
18 May 17
Ramada Lodge Hotel
9AM - NOON
Many policyholders are captivated by owning a vacation home, whether it’s a park-model trailer, a spectacular oceanside retreat or a mountainside ski condo. Brokers must understand the unique insurance needs of all these forms of seasonal dwellings. In this webinar, you’ll learn how to identify the exposures to property and liability losses presented by seasonal home ownership, discuss insurance to value concerns and discover the various methods of insuring seasonal properties.
Who Should Attend: All brokers and staff handling Personal Lines risks.
29 Mar 17
Web Broadcast
9:30AM - 11:45AM (PST)
When a broker meets with a new client or is asked by an existing client to insure a new location, there’s a lot of information to collect and review to accurately assess a risk. In this seminar, you’ll look at a variety of potential client scenarios and then review the exposures and risks presented. You’ll take all the information at hand to make coverage recommendations. This is a highly interactive seminar in which participation in group discussion is encouraged.
Who Should Attend: All personal lines brokers at all levels.
16 Mar 17
Coast Bastion Inn
1PM - 4PM
18 May 17
Ramada Lodge Hotel
1PM - 4PM
  • Personal Lines Endorsements and Extensions
  • 3 Technical Credits
  • Laura Knight
Take an in-depth look at the coverages, deductibles and exclusions for personal lines. Investigate the coverage included with the Home-based Business endorsement and the limited business types accepted by most insurers.
Who Should Attend: All personal lines brokers at all levels.
24 Oct 17
Comfort Hotel
9AM - NOON
  • Personal Lines from the Bottom Up -New-
  • 6 Technical Credits
  • Laura Knight
In this seminar, you’ll learn how to apply the information required by the Habitational Application for identifying obvious and not-so-obvious personal lines risks, and for providing appropriate coverage solutions. You’ll be able to help clients appreciate the value of their assets and, through this process, heighten their understanding of various loss exposures and why recommended coverages are so vital to protect them. In turn, you’ll build and maintain client loyalty.
Who Should Attend: All personal lines brokers at all levels
16 May 17
Executive Hotel
9AM - 4PM
More than ever, insurers are depending on brokers to be front-line underwriters to help educate homeowners about potential loss due to lack of home maintenance. In this seminar, you’ll participate in group discussions and activities regarding the importance of updates for roofing, heating, plumbing, electrical and hot-water tank systems, and how it all affects coverage. Whether you’re writing a new risk or managing an existing book of renewals, you’ll learn effective ways to discuss dwelling updates with homeowners. You’ll also gain deeper understanding of how these residential systems function.
Who Should Attend: Who Should Attend: All personal lines brokers at all levels.
21 Nov 17
Executive Hotel
9AM - NOON
  • Personal Lines: Making It All Make Sense
  • 2 Technical Credits
  • Brandi Anfield
There’s a big world of personal lines insurance out there, and it can be confusing if you don’t have the right training to help you navigate through it. In this webinar, you’ll delve deep into all of the different policy forms, property coverages and exclusions to gain the necessary skills to confidently sell any product to your clients, including homeowners, condominium, tenants, rented dwellings and seasonal properties. You’ll also get work tools to help you know what questions to ask and how to utilize that information to provide the most expert advice. You’ll come away with detailed knowledge and some great skills.
Who Should Attend: This session is beneficial to all brokers and is a must if you’re new to the industry or to personal lines insurance.
27 Apr 17
Web Broadcast
9AM - 11AM (PST)
  • Solid Fuel Heating Appliances - An Insurance Perspective
  • 2 Technical Credits
  • Jo Anne Mitchell
Whether they’re used for ambience or for heating, solid fuel heating appliances are common additions to your clients’ homes. They can also be a cause of residential fires. All wood-burning appliances require extra care and handling by insurance brokers and their clients. In this webinar, you’ll discover the many types of solid-fuel heating appliances including wood, pellet and biomass units, and learn about the installation, operation, maintenance and insurance concerns for each appliance.
Who Should Attend: All personal lines brokers at all levels.
01 Nov 17
Web Broadcast
2PM - 4:15PM (PST)
  • Taking a Closer Look: Personal Lines Extended Coverages and Floaters
  • 3 Technical Credits
  • Brandi Anfield
As a broker, you know the basics of how to sell and bind a standard residential policy. But you may not place as much importance on extended coverages or when clients have property that doesn’t fall under standard policy limits. In this seminar, you’ll look at these coverages in-depth by reviewing specified coverages and limits applied by multiple companies, looking at risk scenarios and claims examples, and engaging in group activities to help you determine what questions to ask and what additional coverages your clients may require. Topics will include reviewing definitions, limitations and exclusions, basis of settlement, and appraisals.
Who Should Attend: This seminar is beneficial to all brokers, especially those who are new to personal lines.
23 Feb 17
Comfort Hotel
1PM - 4PM
06 Apr 17
Executive Hotel
1PM - 4PM
  • The Underwriting Broker - Personal Lines
  • 3 Technical Credits
  • Brandi Anfield
There are many factors for the broker to consider when qualifying a personal lines risk for coverage. Sometimes important details or questions get overlooked when securing new business or processing a renewal. This can place the insurer in an unfavourable position and jeopardize the insured's coverage. In this seminar, examine what it means to be a front-line underwriter. Learn how to overcome client objections with respect to physical upgrades or repairs that may be required to bind coverage. And learn what risks are desirable and what factors limit the coverage available or prevent coverage from being placed. Through demonstrations and discussion, you’ll acquire practical tools and skills for qualifying personal lines risks.
Who Should Attend: This seminar will benefit all personal lines brokers, especially newer ones.
23 Feb 17
Comfort Hotel
9AM - NOON
  • Tricky Issues in Personal Lines Claims -New-
  • 3 Technical Credits (Webinar: 2 Technical Credits)
  • Evan Miles
Learn about current trends in personal lines claims adjusting, the roles of those involved in quantification and repairs, the various roles of the insurer in establishing claims handling guidelines, and why clients always seem frustrated by the claim process. Understand why it takes "so long" to get things done. Discuss real claims and the problems that can create dissatisfaction. 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
9AM - NOON
03 May 17
Web Broadcast
10AM - NOON (PST)
  • Understanding Residential Plumbing and Electrical Systems
  • 2 Technical Credits
  • Jo Anne Mitchell
A house is much more than just four walls and a roof; it’s an interactive system made up of many components, including the plumbing and electrical distribution system. As homes age, so do their plumbing and electrical services. Many insurers won’t provide or renew coverage on older houses unless these components are updated. In this webinar, you’ll learn about residential plumbing and electrical systems, including the concerns with galvanized plumbing, aluminum and knob and tube wiring, and 60-amp electrical panels. You’ll gain the knowledge and skills needed to perform front-line underwriting, and help your clients understand the safety benefits of updating these critical residential building components.
Who Should Attend: All Personal Lines brokers at all levels.
01 Mar 17
Web Broadcast
2PM - 4:15PM (PST)
  • Water Damage - Causes, Effects and Coverages
  • 3 Technical Credits
  • Evan Miles and Luke Bowen
Water damage is a top cause of residential property losses today. In many cases, personal lines policy coverages apply, while in others the exclusions can cause dismay and financial difficulties for your clients. Loss prevention is very important. In this seminar, you’ll be presented with fascinating and eye-opening statistics. You’ll learn about the most common types of water damages and related claims. And you’ll gain an understanding of how much damage water can do to a home, the areas in a home where the potential for water damage may be most likely, what your clients should look for when addressing these areas, and how they can reduce their risks. Along the way, you’ll discuss the personal lines policy coverages that respond and the exclusions that can cause a great deal of disappointment following a loss. Interior and exterior prevention methods and technologies will be discussed.
Who Should Attend: All personal lines brokers at all levels.
21 Feb 17
Executive Hotel
1PM - 4PM