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

 
  • Green Acres: An Introduction to Farm Insurance
  • 6 Technical Credits (3CE credits per part)
  • 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 two-part webinar, 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.

NOTE: You must register for and attend both parts to qualify for CE credits.

Part 1: 07 Mar 18 All Areas Web Broadcast 9:30AM - NOON (PST)
Part 2: 14 Mar 18 All Areas Web Broadcast 9:30AM - NOON (PST)
Life-lease housing is a relatively new form of residential tenure in Canada. It's rapidly growing in BC but, unfortunately, it's commonly misunderstood. In this webinar, you'll gain a good understanding of basic life-lease terminology, the process of development, ownership issues, and how the insurance industry is responding with appropriate coverage.
Who Should Attend: All personal lines brokers.
25 Apr 18
Web Broadcast
2PM - 4PM (PST)
This seminar will provide you with a detailed understanding of boats, their components, their use and hazards as they pertain to boat insurance applications. You'll also do an in-depth review of the most popular marine coverages available in today's market.
Who Should Attend: Brokers who are new to personal marine insurance.
06 Nov 18
Comfort Hotel
9AM - NOON
20 Nov 18
Executive Hotel
9AM - NOON
  • Personal Liability Case Studies -New-
  • 3 Technical Credits
  • Brandi Anfield
Today, personal liability coverage is imperative to protect homeowners and their assets if they’re sued as private citizens. There’s an endless variety of potential risks in which people can be held legally liable for bodily injury or property damage to others. In this seminar you’ll participate in group discussions regarding personal-liability claim scenarios, and you’ll analyze the details of example risks to determine whether coverage would respond in each case.
Who Should Attend: All personal lines brokers at all levels.
08 Feb 18
Executive Hotel
1PM - 4PM
15 Feb 18
Comfort Hotel
1PM - 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: All personal lines brokers at all levels.
15 Mar 18
Coast Bastion Inn
1PM - 4PM
26 Apr 18
Executive Hotel
1PM - 4PM
10 May 18
Ramada Lodge Hotel
1PM - 4PM
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 property 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.
08 Feb 18
Executive Hotel
9AM - NOON
15 Feb 18
Comfort Hotel
9AM - NOON
Do you want to place personal lines business more successfully with less chance of being declined by underwriters? Would you like to improve your skills in providing informed risk management tips to homeowners? If so, plan to attend this seminar to learn how to be more effective at screening risks and explaining underwriting concerns to your personal lines clients. Take an in-depth look at primary residential building components, including roofing, heating (including wood-heat appliances), wiring, and plumbing. Along the way, you'll discover the major causes of residential fires, what hazards and other problems cause personal lines underwriters to shudder, and the best ways of providing informed risk management tips to your clients.
Who Should Attend: All personal lines brokers responsible for new business, all brokers and in-house underwriters responsible for re-marketing or re-underwriting renewals, and all brokerage owners and managers concerned about the long term profitability of their portfolios.
11 Apr 18
Executive Hotel
1PM - 4PM
12 Apr 18
Quality Hotel & Conference Centre
1PM - 4PM
  • Residential Evaluation Systems: Replacement Cost Made Easy -New-
  • 2 Technical Credits
  • Doug Brazeau
Take a detailed look into residential replacement valuation issues. You’ll come away with a better understanding of residential construction costs and their relationship to insurance to value. The topics discussed will include: factors that affect replacement costs, a review of evaluation systems, an overview of home construction specific to variables in structure type, an example total loss scenario, and more.
Who Should Attend: This seminar is beneficial to all brokers, especially those who are new to personal lines
06 Mar 18
Executive Hotel
10AM - NOON
  • Taking a Closer Look: Personal Lines Extended Coverages and Floaters
  • 2 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.
02 May 18
Web Broadcast
10AM - NOON (PST)
  • The Automated Vehicle - Immediate and Short Term Insurance Implications -New-
  • 2 Technical Credits
  • Mario Fiorino
In the near future, semi and fully autonomous vehicles will share the road with conventional vehicles. This will have significant implications for all operators, owners and occupants of both personal and commercial vehicles, whether automated or not. It will also introduce new theories of liability that involve drivers, owners, manufactures, service providers and public authorities. In this fascinating webinar, you'll review the immediate impact of the initial phase of the operation of automated vehicles so you can fully understand the new liability landscape and the issues it presents. Along the way, you'll learn about the numerous sources of liability associated with automated vehicles, how the automobile policy will respond, and potential consumer-centric product and regulatory solutions.
Who Should Attend: All brokers handling automobile insurance.
07 Nov 18
Web Broadcast
10AM - NOON (PST)
  • The Underwriting Broker - Personal Lines
  • 2 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.
04 Apr 18
Web Broadcast
10AM - NOON (PST)
  • Tricky Issues in Personal Lines Claims -New-
  • 3 Technical Credits
  • Evan Miles
Learn about current trends in personal lines claims and what you, the broker, can do to manage your clients’ expectations. Understand the roles of those involved in quantification and repairs, the various roles of the insurer in establishing claims guidelines, and why clients always seem frustrated by the claim process. Along the way, you’ll look at real personal lines claims, problems that create client dissatisfaction and what can be done to solve them
Who Should Attend: All personal lines brokers at all levels
20 Feb 18
Executive Hotel
9AM - NOON
08 Mar 18
Comfort Hotel
9AM - NOON
24 Apr 18
Ramada Lodge Hotel
9AM - NOON
  • Understanding the Personal Lines Umbrella Policy
  • 3 Technical Credits
  • Jo Anne Mitchell
The frequency and size of third party liability awards have increased dramatically in Canada in recent years. Join us for this interactive seminar to learn how a personal umbrella policy can enhance your clients' third party liability protection in a comprehensive, cost effective manner. You'll also learn the key coverage features of this policy together with its target market.
Who Should Attend: All personal lines sales and service brokers and team leaders.
11 Apr 18
Executive Hotel
9AM - NOON
12 Apr 18
Quality Hotel & Conference Centre
9AM - NOON
  • Water Damage Coverage Comparison -New-
  • 3 Technical Credits
  • Brandi Anfield
Water damage is now the number one cause of property loss, and insurance companies are amending their underwriting to include coverage for flood, overland water, and surface water. As a broker, you have to know all the different options for water damage coverage provided by multiple carriers, which can be confusing. In this seminar you’ll get a good grasp of the available options by comparing water damage products between several primary markets. You’ll also look at claims scenarios to properly understand when coverage would and would not apply. There will be open dialogue and group activities.
Who Should Attend: This seminar will benefit all brokers, especially those who sell personal lines products
15 Mar 18
Coast Bastion Inn
9AM - NOON
26 Apr 18
Executive Hotel
9AM - NOON
10 May 18
Ramada Lodge Hotel
9AM - NOON
  • Weird and Wacky Personal Lines Cases and Coverages -New-
  • 2 Technical Credits
  • Krista Prockiw
Does a homeowners policy cover stolen marijuana plants from a backyard grow-op? Or will a personal liability policy respond to a lawsuit involving a drive-by pellet gun shooting? These are just a couple of many weird and whacky questions you'll find out the answers to during this fascinating webinar, all based on real-life incidents, court cases and outcomes.
Who Should Attend: All personal lines sales at all levels.
17 Oct 18
Web Broadcast
10AM - NOON (PST)