IBABC - Commercial Lines Seminars

Insurance Brokers Association of British Columbia

Commercial Lines Seminars

Anatomy of a Claim - Commercial Lines -NEW- 3 Technical Credits David Keen, Don Woode, Rodney Murrell & Wes Chowen
Facilitated by a group of highly experienced brokers and claims adjusters, this seminar will provide you with a unique opportunity to examine and question a number of commercial lines claim scenarios from start to finish. Along the way, you’ll come to understand the appropriate roles of brokers, adjusters, clients and trades people in bringing a claim to a satisfactory conclusion. Come prepared to become fully involved in the discussion!
Who Should Attend: Commercial Lines brokers at all levels. This seminar is not intended for brokers who only deal with Personal Lines accounts.
6 Mar 08	Burnaby	Executive Hotel	1PM - 4PM
6 Nov 08	Burnaby	Executive Hotel	1PM - 4PM

Commercial and Agricultural Valuations Using ‘BVS Express’ -NEW- 3 Technical Credits Ann Buchanan
By attending this seminar, you will learn how to use MSB’s ‘BVS Express’ valuation application. This web-based application ensures that your property valuations and exposure analyses of both commercial and agricultural risks are accurate and defendable based on labour rates, material costs, building codes, construction operations, mechanical systems, and specialized equipment. By using ‘BVS Express,’ you will be able to provide greater direction to your clients in determining values for commercial or agricultural properties which, in turn, will improve customer satisfaction and retention.
Who should attend: Sales and Customer Services Representatives specializing in commercial and agricultural property that have a working knowledge of the RCT EvaluRater.
28 Oct 08	Burnaby	Executive Hotel	1PM - 4PM

Commercial Crime Coverages 3 Technical Credits Nick Batistic
Crime coverages tend to be overlooked by many brokers, partly because the exposures are not as apparent in the same way as physical property and liability risks are. This is a serious problem as Canadian businesses experience significant amounts of crime claims every year, many of which are either uninsured or woefully deficient in carried limits. In this session, you will take a look at all of the common exposures faced by commercial clients, look at loss examples, and evaluate applicable wordings. If you are rusty or inexperienced with crime coverage, this seminar will assist you in looking for ways to help clients understand the exposures and select appropriate coverages and limits.
Who Should Attend: All Commercial Lines brokers.
4 Mar 08	Burnaby	Executive Hotel	9AM – NOON
1 Apr 08	Kelowna	Ramada Lodge Hotel	9AM – NOON
9 Apr 08	Abbotsford	Ramada Plaza	9AM – NOON
21 Apr 08	Terrace	Skeena Valley Golf	9AM – NOON
22 May 08	Victoria	Holiday Inn	9AM – NOON

Construction Insurance, Part 1 – Construction Property Coverage -NEW- 3 Technical Credits Glen MacRae
Take a detailed look at the coverage needs of suppliers, sub-contractors, and general contractors plus the various construction document forms that operate to define the nature and extent of insurance related exposures. Explore the operation of Installation Floaters and Builder’s Risk forms by testing the wordings against actual case study claims scenarios. Overall, this seminar will be a tremendous help for learning how to identify and apply the appropriate kinds of coverage for construction risks.
Who Should Attend: This seminar is intended for brokers at the junior to intermediate level of experience with commercial insurance.
27 Mar 08	Nanaimo	Coast Bastion Hotel	9AM – NOON
17 Apr 08	Burnaby	Executive Hotel	9AM – NOON
29 May 08	Kelowna	Ramada Lodge Hotel	9AM – NOON
2 Oct 08	Victoria	Holiday Inn	9AM – NOON
23 Oct 08	Burnaby	Executive Hotel	9AM – NOON

Construction Insurance, Part 2 – Construction Liability Coverage -NEW- 3 Technical Credits Glen MacRae
In this continuation from the morning’s ‘Part 1 – Construction Property Coverage’ seminar, you will explore construction liability coverage, including the relationship between the CGL, the Wrap-up liability policy, and the governing CCDC contracts that dictate the beneficiaries of coverage. You will undertake a detailed review of claims scenarios to see how various coverage and endorsements respond to different losses. You will also investigate the coverage dilemma created when the “New IBC CGL” for construction risks is applied.
Who Should Attend: This seminar is intended for brokerage and underwriting professionals who have one or more years experience in commercial liability insurance.
27 Mar 08	Nanaimo	Coast Bastion Hotel	1PM – 4PM
17 Apr 08	Burnaby	Executive Hotel	1PM – 4PM
29 May 08	Kelowna	Ramada Lodge Hotel	1PM – 4PM
2 Oct 08	Victoria	Holiday Inn	1PM – 4PM
23 Oct 08	Burnaby	Executive Hotel	1PM – 4PM

Contemporary Liability Coverage, Part 1 - The Coverage Dilemma 3 Technical Credits Glen MacRae
In 2005, three of Canada’s largest insurers rolled out the “New IBC CGL.” Interestingly, these companies write roughly half of the total premium in the country. One other has followed. The remainder of the marketplace has elected to continue using the broader “Old CGL” form in order to compete. The “New IBC” policy form attempts to overwrite established insurance law by imposing potentially onerous conditions on insureds. If they fail to meet those conditions, coverage is denied. Over the last year, it has become clear that many brokers haven’t fully appreciated that moving their clients from one form to another, even with the same companies, can expose insureds to uncovered losses and their own firms to significant E&O exposures. In this seminar, you will undertake a case study to walk step-by-step through a variety of claims scenarios while learning how the “New IBC CGL” operates very differently from the “Old IBC CGL” form.
Who Should Attend: This seminar is suited to both brokerage and underwriting professionals who have one or more years experience in commercial liability insurance.
7 Feb 08	Burnaby	Executive Hotel	9AM – NOON
6 Nov 08	Nanaimo	Coast Bastion Inn	9AM – NOON

Contemporary Liability Coverage, Part 2 – Exclusions and What to do About Them 3 Technical Credits Glen MacRae
This seminar continues on from the morning’s ‘Part 1 - Coverage Dilemma’ session. You will explore the operation of various exclusions in a number of claims scenarios. By doing so, in addition to becoming better familiar with the CGL policy wording, you will become more aware of the general legal principles that govern the interpretation of CGL policies and the application of its various exclusions and limitations. Some of the exclusions are unique to some of the “New IBC CGL” forms while others are common to both the “New” and “Old” forms.
Who Should Attend: This seminar is suited to both brokerage and underwriting professionals who have one or more years experience in commercial liability insurance.
7 Feb 08	Burnaby	Executive Hotel	1PM – 4PM
6 Nov 08	Nanaimo	Coast Bastion Inn	1PM – 4PM

Developing Effective Risk Control Reports 3 Technical Credits Edith Strauss
In their marketing efforts, brokers are increasingly preparing Risk Control Reports, even for smaller risks for which reports would not have been done in the past. The inclusion of such reports often results in a swifter response from underwriters because they supply clear, concise risk overviews. They provide an assessment of the risks and exposures that are of primary interest to underwriters and give information on how the clients control their hazards. In this session, you will discover the essentials for researching, developing, and submitting effective Risk Control Reports to benefit your clients and underwriters.
Who Should Attend: All Commercial Lines brokers at all levels.
10 Apr 08	Burnaby	Executive Hotel	9AM – NOON
15 Apr 08	Victoria	Holiday Inn	9AM – NOON
22 May 08	Kelowna	Ramada Lodge Hotel	9AM – NOON
02 Oct 08	Cranbrook	Heritage Inn	9AM – NOON
21 Oct 08	Burnaby	Executive Hotel	9AM – NOON

Errors and Omissions: Non-Broker Coverages and Claims -NEW- 3 Technical Credits Neo Tuytel, et al
The number and type of claims against business professionals, whether they be financial planners or veterinarians, are growing. Thus, E&O coverage and a proper assessment of your clients’ needs is critical. In this half-day seminar, you will focus on the E&O coverages needed to protect your clients and the types of claims that your clients might face. Note: This seminar will not deal with E&O claims against brokers themselves...the focus is your clients’ needs.
Who Should Attend: All Commercial Lines brokers.
27 May 08	Burnaby	Executive Hotel	1PM – 4PM
09 Oct 08	Kelowna	Ramada Lodge Hotel	1PM – 4PM
28 Oct 08	Nanaimo	Coast Bastion Inn	1PM – 4PM
20 Nov 08	Abbotsford	Ramada Plaza	1PM – 4PM

Front Line Commercial Building Inspection 3 Technical Credits Nick Batistic
Every broker who submits a property risk - and often a liability risk - to an underwriter needs to appreciate the physical aspects that the underwriter will look for. Not every risk is the best of its class but, nonetheless, if an underwriter gets a clear and reasonably complete inspection report from the broker, they are more likely to produce quicker and more favourable terms. In this seminar, learn from an experienced commercial broker, former claims examiner and risk inspector what to look for in physical risks, particularly the attributes of commercial buildings, including construction type, heating, plumbing and electrical hazards and more.
Who Should Attend: All Commercial Lines brokers.
4 Mar 08	Burnaby	Executive Hotel	1PM – 4PM
1 Apr 08	Kelowna	Ramada Lodge Hotel	1PM – 4PM
9 Apr 08	Abbotsford	Ramada Plaza	1PM – 4PM
21 Apr 08	Terrace	Skeena Valley Golf	1PM – 4PM
22 May 08	Victoria	Holiday Inn	1PM – 4PM
8 Oct 08	Burnaby	Executive Hotel	1PM – 4PM

Insurance Law Up-date -UPDATED- 3 Technical Credits Peter Willcock
Discover legal issues relevant to your clients’ coverage needs. This excellent seminar is up-dated annually to inform you about recent legal cases, class actions, related settlements and newly introduced statutes that have had an impact on the insurance industry in British Columbia. These cases, settlements and laws often end up affecting the liability exposures of your clients.
Who Should Attend: All brokers, particularly those handling Commercial Lines accounts.
6 Nov 08	Burnaby	Executive Hotel	1PM – 4PM

The Intricacies of Strata Claims -NEW- 3 Technical Credits Evan Miles et al, Crawford and Company
Due to changes in the Strata Corporation Act and subsequent legal decisions, the issues of which insurer insures what and which party – the Strata Corporation or the Unit Owner – pays what deductible have become complex. In this half-day seminar, senior independent insurance adjuster professionals will give you a first-hand look at how claims for Strata Corporations are settled today in BC. The first half of the session will highlight current legislation and new case law plus the emerging challenges with coverage issues that brokers, claims practitioners, and insurers are all faced with. The second half will be an open forum to give you the opportunity to pose questions and discuss Strata Claims issues with the highly experienced presenters. This will assist you in better advising and servicing your Strata Corporation clients. It will also help you to understand and establish the relationships that are necessary between you, your insurers, and the adjusters when faced with such claims that usually seem simple on the surface but become complex once they are underway.
Who Should Attend: All Commercial Lines brokers, especially those dealing with Strata Corporation clients.
27 Nov 08	Burnaby	Executive Hotel	1PM – 4PM

Keeping Up to Date with Building Bylaws -UPDATED- 3 Technical Credits Nick Batistic
To help you offer a better quality of advice to your building owner clients, this half-day seminar will help you come to grips with the various, sometimes intricate bylaws that govern reconstruction of buildings and to come to a proper understanding of the related processes within the municipal system. Gaining this knowledge will also help you in securing appropriate endorsements for the property policy. Bylaws are a continuously moving target -- the new BC Building Code implemented in January 2007 now means that buildings 15 years or older are a minimum of 3 generations of code out of date. Be sure to attend this seminar as it will bring you up-to-date on current information and help you stay conversant on the topic.
Who Should Attend: All brokers handling Commercial Lines accounts.
8 Oct 08	Burnaby	Executive Hotel	9AM – NOON

Making the Puzzle Pieces Fit – Designing Commercial Insurance Programs -NEW- 3 Technical Credits Karen MacWilliam
In this seminar, you will discover practical yet powerful strategies and examples for designing commercial insurance programs. The topics covered include: matching coverage to identified risks; how much insurance is enough; selecting the deductible that works best for your client; package versus mono-line policies; fitting coverages together for a seamless fit; “Add-on” coverages for mature insurance programs; minimizing coverage gaps; and file auditing tips to make sure you’re not missing anything. You will discuss case studies and be involved in “hands-on” design of insurance programs.
Who Should Attend: This seminar is specifically intended for new and existing Level 2 brokers.
11 Mar 08	Kelowna	Ramada Lodge Hotel	9AM – NOON
8 Apr 08	Victoria	Coast Bastion Inn	9AM – NOON
15 Apr 08	Burnaby	Executive Hotel	9AM – NOON

Managing the Madness – Certificates of Insurance and Interim Insurance Documents -NEW- 3 Technical Credits Karen MacWilliam
In this powerful new seminar, discuss the appropriate and inappropriate use of certificates of insurance, learn when to use them and when to use other types of documentation, and discover how to communicate effectively with certificate requesters, clients, and underwriters. In addition to discussing current case law regarding certificates of insurance, cover notes, binders and other interim and ancillary insurance documents, you will learn the secrets of achieving greater efficiency, minimizing paperwork, and managing customer expectations while receiving proven suggestions for controlling errors and omissions exposures. You’ll also receive tips for eliminating the use of certificates of insurance as much as possible and educating clients to harmonize the service relationship when it comes to paperwork.
Who Should Attend: While this seminar is intended for Level 2 and 3 brokers, it is also suitable for Level 1 licensees who are involved in issuing certificates and binders.
11 Mar 08	Kelowna	Ramada Lodge Hotel	1PM – 4PM
08 Apr 08	Victoria	Coast Bastion Inn	1PM – 4PM
15 Apr 08	Burnaby	Executive Hotel	1PM – 4PM

Marine Insurance – Part 1 3 Technical Credits Peter Wright
This half-day seminar is designed for brokers who wish to increase their knowledge of Commercial Marine Insurance in order to develop opportunities for sales in this field. As marine insurance is a complex subject requiring much discussion, in this workshop you will narrow your focus upon exploring the separate subjects of Hull and Machinery, Protection and Indemnity (i.e., Marine Liability), and Miscellaneous Marine Liabilities.
Who Should Attend: All brokers with at least a Level 2 license. Attendance in the afternoon seminar (Part 2) is recommended but not mandatory.
18 Nov 08	Burnaby	Executive Hotel	9AM – NOON

Marine Insurance – Part 2 3 Technical Credits Peter Wright
Like the Marine Insurance – Part 1 seminar, this half-day seminar is designed for brokers who wish to increase their knowledge of Commercial Marine Insurance in order to develop opportunities for sales in this field. As marine insurance is a complex subject requiring much discussion, in this workshop you will narrow your focus upon exploring Ocean Marine and Air Cargo coverages.
Who Should Attend: All brokers with at least a Level 2 license. Attendance in the morning seminar (Part 1) is recommended but not mandatory.
18 Nov 08	Burnaby	Executive Hotel	1PM – 4PM

Motor Truck Cargo Coverages -NEW- 3 Technical Credits Edith Strauss
In the world of commerce, virtually all businesses face a transportation risk. In this half-day seminar, explore this exposure as it applies to the owner of the goods as well as how it relates to the carrier. Learn exactly how to identify and assess the risk of the owner and how to determine the liability of the carrier. The discussion will focus on developing pertinent underwriting information, establishing limits of insurance, and selecting the coverage option that best meets the needs of the client, including some unique approaches to insuring this exposure.
Who Should Attend: All Commercial Lines Brokers new to this area of coverage.
10 Apr 08	Burnaby	Executive Hotel	1PM – 4PM
15 Apr 08	Victoria	Holiday Inn	1PM – 4PM
22 May 08	Kelowna	Ramada Lodge Hotel	1PM – 4PM
02 Oct 08	Cranbrook	Heritage Inn	1PM – 4PM
21 Oct 08	Burnaby	Executive Hotel	1PM – 4PM

Risk Recognition – Casualty 3 Technical Credits David Keen and Don Woode
Discover complex liability exposures inherent in large commercial accounts and the insurance solutions needed to solve them. Learn how to make suggestions to your clients for improving their risks and reducing their exposures to loss. Along the way, you will uncover numerous exposures and hazards, including manufacturers liability, contractors’ liability, products liability, host liquor liability, and much more.
Who Should Attend: Intermediate to senior Commercial Lines brokers.
14 Feb 08	Burnaby	Executive Hotel	1PM – 4PM
9 Oct 08	Prince George	Civic Centre	1PM – 4PM
16 Oct 08	Burnaby	Executive Hotel	1PM – 4PM

Risk Recognition - Property 3 Technical Credits David Keen and Don Woode
Dramatically improve your commercial lines property risk analysis and risk presentation skills by diving in and exploring some case studies of major accounts. Take a detailed look at some intricate and unique property exposures found in large accounts and learn the appropriate measures needed to deal with them. This seminar is a fantastic guide on how to pre-underwrite and present complex commercial property risks for submission to insurers.
Who Should Attend: All Commercial Lines brokers.
14 Feb 08	Burnaby	Executive Hotel	9AM – NOON
9 Oct 08	Prince George	Civic Centre	9AM – NOON
16 Oct 08	Burnaby	Executive Hotel	9AM – NOON

Understanding Financial Statements for Determining Business Interruption Coverage Web Broadcast – 2 Technical Credits Renate Mueller
Discover complex liability exposures inherent in large commercial accounts and the insurance solutions needed to solve them. Learn how to make suggestions to your clients for improving their risks and reducing their exposures to loss. Along the way, you will uncover numerous exposures and hazards, including manufacturers liability, contractors’ liability, products liability, host liquor liability, and much more.
Who Should Attend: All Commercial Lines brokers.
5 Nov 08	All Areas	Web Broadcast	10AM – NOON (PST)





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