Insurance Brokers Association of British Columbia


Commercial Lines Seminars

Additional Insureds – All You Need to Know -NEW-
3 Technical Credits
Karen MacWilliam
In this seminar, you will take an in-depth look at how, when, and why to add additional insureds to client policies plus examine the legal and claims consequences of doing so. You will also examine the underwriting information required to understand the risks associated with adding additional insureds. And, you will examine the various certificates and endorsement forms involved and discuss appropriate risk mitigation strategies for you and your brokerage.
Who Should Attend: While this seminar is intended for Level 2 and 3 Commercial Lines brokers, it is also suitable for Level 1 brokers who are involved in issuing certificates and binders.
25 Mar 09 Victoria Executive EuroStar Hotel (formerly the Holiday Inn) 9AM – NOON
7 Apr 09 Burnaby Executive Hotel 9AM – NOON
15 Apr 09 Kelowna Ramada Lodge 9AM – NOON
 
Advanced Commercial Lines Case Study
3 Technical Credits
Edith Strauss
The focus of this full-day seminar will be an in-depth case study of a commercial risk involving a complete risk analysis, designing an insurance program addressing all exposures, and developing risk management recommendations. The case study will include identification of diverse property, business interruption, transportation, and liability exposures. This seminar provides an excellent opportunity for all brokers and other industry professionals to enhance and strengthen their working knowledge of commercial insurance.
Who Should Attend: This seminar will be of particular interest and benefit to intermediate and senior-level Commercial Lines brokers.
16 Jul 09 Burnaby Executive Hotel 9AM – NOON
 

Commercial Liability Endorsements and Exclusions -NEW-
3 Technical Credits - Classroom
2 Technical Credits - Web Broadcast

Krista Prockiw

This seminar will focus on the wording and effect of specific commercial liability endorsements and exclusions with reference to applicable case authority including a consideration of the intentional act exclusion, liability assumed under contract, as well as the effect of a general exclusion from liability provision.
Who Should Attend: All Commercial Lines brokers at all levels.
24 Feb 09 Burnaby Executive Hotel 9AM – NOON
8 Apr 09 All Areas Web Broadcast 10AM – NOON
 
Commercial Lines Producer Boot Camp -NEW-
6 Technical Credits
Don Woode and David Keen
If you’re a junior to intermediate Commercial Lines producer, this all-day seminar has been specifically designed to help you improve your performance and results. The first half will focus on prospecting, portfolio management, and sales etiquette. Here, you will increase your awareness to opportunities, understand customer buying motives, and learn how to competition–proof your accounts. You'll also learn the essentials of prospecting, sales presentation do’s and don’ts, customer service techniques, and come to an understanding of what motivates a client to buy insurance. The second half will teach you how to review coverages and quotations with prospective or existing clients in a way that identifies specific exposures, educates them on the implications, and demonstrates how your quotation closes the coverage gaps. When used properly, this results in success in obtaining new accounts, retaining and expanding existing business, and reducing your exposure to E&O problems. This seminar is taught from a practical insurance industry perspective by retired insurance brokers who handled major accounts during their long careers. You should come prepared to actively participate in class discussion to take away ideas that can be readily applied in your everyday business activities.
Who Should Attend: While all Level 2 and 3 brokers will benefit from this seminar, this seminar is primarily intended for newer Commercial Lines producers.
29 Oct 09 Burnaby Executive Hotel 9AM – 4PM
17 Nov 09 Victoria Executive EuroStar Hotel (formerly the Holiday Inn) 9AM – 4PM
 
Commercial Property Wordings Boot Camp
Sponsored by the Economical Insurance Group
6 Technical Credits
Jo Anne Mitchell
Take a close look at commonly used commercial property wordings in this all-day, interactive workshop. Whether you’re a junior commercial lines broker or are more experienced, you’ll love this seminar. It will improve and/or refresh your working knowledge of the intricacies of commercial property wordings, including: Commercial Building, Equipment and Stock Form; Common exclusions including mould and terrorism; Endorsements, including flood and earthquake; Office Contents Form; Electronic Equipment Form; Installation Floaters; and Basic Business Interruption coverage. During this seminar you will undertake detailed case studies and group activities, all designed to enhance your learning experience and help you apply the information long after the seminar is completed.
Who Should Attend: While of primary of benefit to brokers who are new to Commercial Lines, more senior brokers will also benefit from this in-depth course.
3 Mar 09 Victoria Executive EuroStar Hotel (formerly the Holiday Inn) 9AM – 4PM
4 Mar 09 Abbotsford Ramada Inn 9AM – 4PM
5 Mar 09 Burnaby Executive Hotel 9AM – 4PM
Construction Insurance, Part 1 – Construction Property Coverage
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.
16 Apr 09 Burnaby Executive Hotel 9AM – NOON
14 May 09 Prince George PG Civic Centre 9AM – NOON
8 Oct 09 Cranbrook Heritage Inn 9AM – NOON
5 Nov 09 Abbotsford Ramada Inn 9AM – NOON
 
Construction Insurance, Part 2 – Construction Liability Coverage
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.
16 Apr 09 Burnaby Executive Hotel 1PM – 4PM
14 May 09 Prince George PG Civic Centre 1PM – 4PM
8 Oct 09 Cranbrook Heritage Inn 1PM – 4PM
5 Nov 09 Abbotsford Ramada Inn 1PM – 4PM
 
Equipment Breakdown – Exposures, Coverages, and Claims -NEW-
3 Technical Credits
Clyde Nobbee, Axa Pacific Insurance Company
Boiler and Machinery (B&M) insurance covers many types of equipment breakdown. Knowing the primary types of equipment and risks covered is critical to understanding the unique needs of your clients. In this extensive seminar, undertake an analysis of B&M equipment types, including a 30 minute tour of a mechanical and electrical room, to identify equipment, exposures, inspection items, and repair costs. You will also take a good look at damages arising from real-life incidents; the application form with respects to insurance companies and boiler safety; reasons for equipment breakdown; perils covered by the Property Policy; exclusions of the Property coverage significant to B&M; common exclusions of both policies; how to fill the “gap" between both policies; how the B&M policy responds to damage; B&M policy exclusions, definitions and conditions; areas of overlap between both policies; indirect coverages; claims issues and expectations; common misconceptions, questions and factual responses; submission requirements; and more!
Who Should Attend: All Commercial Lines brokers.
28 Apr 09 Burnaby Executive Hotel 9AM – NOON
 
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.
12 Feb 09 Burnaby Executive Hotel 1PM – 4PM
 
The Ins and Outs of Business Interruption Insurance
6 Technical Credits
Frank Tappin
This interactive, technical seminar, complete with workshops, will teach you all aspects of the Gross Earnings and Profits forms. Learn what to look for on an ‘income statement’ in order to establish amounts of insurance, as well as the basics of loss settlements and all other important features of the wordings.
Note: Please be sure to bring a calculator to this seminar.
Who Should Attend: This full-day seminar will benefit brokers, underwriters, adjusters and risk managers at all levels. It will also assist those preparing for the CAIB 2 examination.
12 May 09 Victoria Executive EuroStar Hotel (formerly the Holiday Inn) 9AM – 4PM
14 May 09 Burnaby Executive Hotel 9AM – 4PM
20 May 09 Kelowna Ramada Lodge 9AM – 4PM
       
Loss Control for Commercial Risks -NEW-
3 Technical Credits
Edith Strauss
Loss control helps reduce the frequency and severity of potential losses. The main purpose is to assist business owners in maintaining their insurability. Ultimately, loss control benefits both clients and brokerages by decreasing their loss ratios and increasing their profitability. In this seminar, you will learn how to identify common commercial hazards and how to communicate to and assist your commercial clients in creating and implementing an effective loss control program.
Who Should Attend: All Commercial Lines brokers at all levels.
16 Jul 09 Burnaby Executive Hotel 1PM – 4PM
 
Making the Puzzle Pieces Fit – Designing Commercial Insurance Programs
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 Commercial Lines brokers.
17 Feb 09 Burnaby Executive Hotel 9AM – NOON
 
Managing the Madness – Certificates of Insurance and Interim Insurance Documents
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.
17 Feb 09 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.
2 Apr 09 Burnaby Executive Hotel 9AM – NOON
7 Apr 09 Nanaimo Coast Bastion Inn 9AM – NOON
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.
2 Apr 09 Burnaby Executive Hotel 1PM – 4PM
7 Apr 09 Nanaimo Coast Bastion Inn 1PM – 4PM
       
To Infinity and Beyond – How to Enhance Your Technical Expertise -NEW-
3 Technical Credits
Karen MacWilliam
In this exciting new seminar, you will focus on the types of knowledge and skills that you need to move from being “ordinary” to “extraordinary” -- through technical expertise. Learn what technical skills many brokers lack plus the what, how, when, and why of acquiring new technical skills to set you apart from the pack. You will also learn how to properly communicate technical information to clients, how to simplify the underwriting process, and how to add value as a claims advocate.
Who Should Attend: All Commercial Lines brokers.
25 Mar 09 Victoria Executive EuroStar Hotel (formerly the Holiday Inn) 1PM – 4PM
7 Apr 09 Burnaby Executive Hotel 1PM – 4PM
15 Apr 09 Kelowna Ramada Lodge Hotel 1PM – 4PM
 
Use ‘COPE’ to Cope with Your Commercial Risks -NEW-
3 Technical Credits
Val Urban, Axa Pacific Insurance Company
‘COPE’ is an acronym for the four main concerns of property and casualty underwriters: Construction, Occupancy, Protection and Exposure. An analysis of each of these categories is extremely important to your underwriters and no risk should ever be bound without first reviewing it’s vulnerability in each area. In this fantastic seminar, developed and co-sponsored by the Axa Pacific Insurance Company, you will learn how to assess commercial risks using the ‘COPE’ Survey Form. Along the way, you will also learn how to identify various classes of construction, explain the advantages and disadvantages of each class, enhance the quality of your risk submissions, understand and appreciate the hazards involved in customers’ operations while noting installed control measures, and explain the requirements for and benefits of ULC Certified Alarm Systems to your clients.
Who Should Attend: All Commercial Lines brokers at all levels.
28 Apr 09 Burnaby Executive Hotel 1 PM –  4PM
 
 
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