Bad Faith Issues in Insurance -NEW-
3 Technical
Credits
Krista Prockiw or Clark Wilson |
Through a review of recent case authority, this seminar will provide you with an in-depth look at the types of conduct that may support bad faith claims, the obligations which arise during coverage investigations, the elements necessary to prove bad faith and a review of the damages recoverable in a bad faith lawsuit. |
| Who Should Attend: All brokers at all levels. |
| 18 Nov 10 |
Burnaby |
Executive Hotel |
1PM - 4PM |
| |
Brokerage Management Systems and Customer Relationship Management
3 Technical Credits
Greg Mansfield and/or Debra Fitzsimmons |
 |
| Customer Relationship Management (CRM) is a popular strategy for managing a business’s interactions with clients and sales prospects. It requires the use of technology to organize customer service and sales activities. CRM enables a business to find, attract and win new clients, nurture and retain existing ones, entice former clients to return, and to reduce the costs of marketing and client service. In this interactive, half-day seminar, you will learn how CRM can be implemented in the insurance brokerage, with specific focus on the retention of an existing client base and securing new clients. The topics discussed will include: what CRM is, the purpose and benefits of adopting CRM, why CRM is critical for customer satisfaction, why client retention is vital in today’s environment, what a “touch point” is, how CRM can be achieved using the client and coverage data stored in your Broker Management System, and more. While you will discuss CRM from a general standpoint, this seminar has been customized to reflect the insurance broker’s unique perspective, including typical brokerage software used. |
| Who Should Attend: This is a core ‘All Lines’ seminar in the New Broker Essential Skills program that must be taken during Step 2 of the program. All other brokers are welcome to participate in this seminar, but be advised that it is of specific benefit to Level 1 licensees with less than 4 years of experience. |
| 21 Oct 10 |
Victoria |
Comfort Inn |
1PM – 4PM |
| 25 Nov 10 |
Burnaby |
Executive Hotel |
1PM – 4PM |
| |
Brokers
Errors and Omissions Loss Control Seminar
6 Technical Credits
David Anderson, Mike Russell, et al |
| Available to IBABC members only, this full-day seminar will provide you with proven, practical techniques to help protect your brokerage from loss resulting from E&O claims. If you are an IBABC member in good standing, attend this seminar to save your brokerage money as it will qualify you for a 10% premium credit on your next renewal under the members’ Errors & Omissions Program, which is required every three (3) years. |
Who Should Attend: All IBABC member
brokers at all levels. For Member Brokers who have already
attended this seminar, be sure to send your CSR’s and other
brokerage personnel as this seminar will provide them with
an invaluable lesson in E & O prevention.
NOTE: If your brokerage is looking to qualify for the 10%
premium discount on your IBABC members’ Errors & Omissions
insurance, the Loss Control seminar requires that a combination
of the following broker personnel attend:
| BROKERAGE STAFF SIZE |
NUMBER REQUIRED |
POSITION IN OFFICE |
| 1-7 |
1 |
Any of the following: Owner, office manager
or producer. If customer service representative, must
have 2 staff members in attendance. |
| 8-20 |
2 |
Any 2 of the following: Owner, office
manager, producer or customer service representative. |
| 21 or More |
3 |
Any 3 of the following: Owner, office
manager, producer or customer service representative. |
|
| 28 Jan 10 |
Burnaby |
Executive Hotel |
9AM – 4PM |
| 15 Jun 10 |
Victoria |
Conference Centre |
9AM – 4PM |
| 23 Sep 10 |
All Areas |
Web Broadcast |
9AM – 4PM (PST) |
 |
|
|
|
Claims Reporting and Advocacy
3 Technical Credits
Debra Fitzsimmons |
|
| This half-day seminar will teach you the basics of receiving claims reports from clients, sending claims notices to your companies, and how to appropriately advocate on behalf of your clients during the claim settlement process. Along the way, you will learn about proven and effective methods for claims reporting, the various types of claims adjusters and what they do, the broker’s appropriate role in the claims process, effective claims advocacy and counseling by the broker, how to take and make the calls involved, dispute resolution skills basics, and more. |
| Who Should Attend: This is a core ‘All Lines’ seminar in the New Broker Essential Skills program that must be taken during Step 2 of the program. All other brokers are welcome to participate in this seminar, but be advised that it is of specific benefit to Level 1 licensees with less than 4 years of experience. |
| 21 Oct 10 |
Victoria |
Comfort Inn |
9AM – NOON |
| 25 Nov 10 |
Burnaby |
Executive Hotel |
9AM – NOON |
| |
The Condominium Conundrum: Insurance for Strata Properties
2 Technical
Credits
Krista Prockiw or Clark Wilson |
| In this in-depth seminar, you will learn about issues arising out of the ownership, occupation and insurance of strata properties. You will review the Strata Property Act of BC and recent court decisions to examine the legal obligations of the owner developer, Strata Corporation, strata lot owner and strata council members. In addition, you will learn about the specific provisions in the Strata Property Act regarding insurance, overlapping coverage between the corporations and unit owner’s policies, waivers of subrogation, responsibilities for payment of deductibles and more. |
| Who Should Attend: All brokers and staff handling Personal or Commercial Lines risks.. |
| 31 Mar 10 |
All Areas |
Web Broadcast |
10AM – NOON (PST) |
| |
Errors and Omissions Prevention for New Brokers
3 Technical Credits
Edith Strauss |
|
| For newer and less experienced brokers, the potential for Errors & Omissions problems can be quite scary. In this seminar, you will learn the essential methods for avoiding Errors & Omissions that will help safeguard you and your brokerage. |
| Who Should Attend: This seminar is highly recommended for all Level 1 brokers with less than two years on the job. |
| 27 May 10 |
Nanaimo |
Coast Bastion Inn |
1PM – 4PM |
| 7 Oct 10 |
Burnaby |
Executive Hotel |
1PM – 4PM |
| 19 Oct 10 |
Prince George |
Civic Centre |
9AM – NOON |
| |
Insurer Solvency and Regulation -NEW-
3 Technical Credits
Karen MacWilliam |
In this seminar, you will take an in-depth look at the role and responsibility of insurance regulators and the role of reinsurance to understand regulatory terminology, rating agency scores and how insurer solvency is monitored. You will also learn about the factors that impact insurer results and pricing, plus how you, the broker, can use solvency and regulation information to add value for your clients. |
| Who Should Attend: All brokers at all levels. |
| 30 Nov 10 |
Burnaby |
Executive Hotel |
9AM – NOON |
| |
Think like a Judge to Better Understand Coverages
3 Technical
Credits
Krista Prockiw & Valerie Dixon or Clark Wilson |
| While you, the broker, may arrange for a policy to be issued by an insurer, at some point a judge in a court of law has made a determination or has had some influence on the coverages afforded under that policy. This excellent, half-day seminar will re-focus you on how to view issues relating to policy claims and will teach you how to analyze coverages from a judicial standpoint. You will be introduced to the rules of interpretation utilized by the courts to resolve coverage disputes and will take these rules and apply them to real situations and recent court decisions. The session will be structured to allow for a hands-on approach that will give you the opportunity to make arguments for and against coverage and to ultimately "think like a judge." |
| Who Should Attend: All brokers at all levels. |
| 13 Apr 10 |
Burnaby |
Executive Hotel |
9AM – NOON |
| 4 May 10 |
Victoria |
Comfort Inn |
9AM – NOON |
| 13 May 10 |
Kelowna |
Ramada Lodge Hotel |
9AM – NOON |
| |
