Personal Lines Seminars

Advanced Personal Lines -NEW- 3 Technical Credits Renate Mueller
In this special seminar, go beyond the basics of Personal Lines coverages. Learn powerful client interviewing techniques to understand their risks related to their activities. Explore the latest trends in lifestyles and the insurance coverage needed to insure them, such as home exchanges and short term rentals. Discuss the client education process with respects to insurance contract wordings and the claims process. And, gain a good understanding of the Personal Umbrella Policy. Along the way, you will have your learning of the various advanced Personal Lines topics reinforced via open discussions and case studies.
Who Should Attend: All Personal Lines brokers.
3 Apr 08		Nanaimo	Coast Bastion Inn	9AM – NOON
17 Apr 08		Cranbrook	Heritage Inn	9AM – NOON
22 May 08		Burnaby	Executive Hotel	9AM – NOON
4 Nov 08		Kelowna	Ramada Lodge	9AM – NOON
20 Nov 08		Victoria	Holiday Inn	9AM – NOON
25 Nov 08		Burnaby	Executive Hotel	9AM – NOON
All About Boats 3 Technical Credits Beverley Carlson and/or John Zeiler
This seminar will provide you with an in-depth understanding of the various types of pleasure boats on the water today, including sailboats, cruisers, and runabouts. You will discover how they are constructed, the different types of propulsion systems, how they are repaired, and the cooking and heating devices aboard. You will also learn about the vessel licensing and registration procedures, operator competency regulations, and the role and functions of a marine surveyor. This background information is extremely useful for those processing insurance coverages for pleasure craft and yachts.
Who Should Attend: Brokers at all levels handling personal lines and/or marine pleasure craft accounts.
5 Jun 08		Burnaby	Executive Hotel	9AM – NOON
Beginner’s RCT EvaluRater 6 Technical Credits Ann Buchanan
Are you new to the RCT EvaluRater and need help? This in-depth, full-day seminar will teach you how to properly use the Marshall & Swift / Boeckh residential property evaluator software for calculating homeowner replacement cost estimates. Along the way, you will learn the basics of common house designs, which can be of tremendous help when deciding how to apply the evaluation software. You will also learn how to deal with complex home construction variables, such as duplexes and odd construction. Please Note: The content of this seminar may be subject to sudden change as adoption and usage of home replacement cost calculation software evolves.
Who Should Attend: This seminar will be of tremendous value for brokers who are new to or relatively inexperienced in using the RCT EvaluRater.
5 Feb 08		Burnaby	Executive Hotel	9AM – 4PM
19 Nov 08		Kelowna	Ramada Lodge Hotel	9AM – 4PM
Focus on Personal Umbrella Liability Insurance -NEW- 3 Technical Credits Co-Sponsored by the Economical Insurance Group Jo Anne Mitchell
Imagine that one of your clients is judged to be legally liable for injuries suffered by a third party. What would happen if the incident that caused the loss was covered but your client was ordered to pay the injured party more than the limit of liability? Would the claim be covered by the underlying personal liability policy? In this up-to-date version of a classic IBABC seminar, discover how to properly protect your clients from financial hardship arising from excessive or unusual third party liability losses by placing Personal Umbrella Liability coverage for them. The topics covered in this seminar will include: what umbrella insurance is and how it works; policy limits; excess liability versus umbrella liability; retained limit; maintenance of primary coverage limits; coverage features; territorial limits; performing a coverage comparison; claims examples; target markets for personal umbrella; and selling tips. This is an interactive workshop that will engage you in results-oriented group work, case studies, and exercises.
Who Should Attend: All Personal Lines brokers and underwriters.
11 Mar 08		Victoria	Holiday Inn	1PM – 4PM
12 Mar 08		Abbotsford	Ramada Plaza	1PM – 4PM
13 Mar 08		Burnaby	Executive Hotel	1PM – 4PM
Helping Clients through Travel Medical Claims 6 Technical Credits Ann Buchanan
Having an illness or injury while on vacation is stressful enough but it is only the beginning. When the insured comes home, there are usually bills to face from ambulances, paramedics, doctors, labs, hospitals, hotels and more. Some of them are paid directly by the travel medical company, others need to be submitted to BC Medical, and still others have already been or must be paid by the insured. This workshop will give you an excellent understanding of the overall process of travel medical claims. You will also undertake an in-depth comparison of the Canadian and American medical systems to give you the ability to be a trusted advisor to your clients during these very stressful times.
Who Should Attend: All brokers who sell Travel Medical or Visitors to Canada insurance.
28 May 08		Nanaimo	Coast Bastion Inn	9AM – 4PM
3 Jun 08		Burnaby	Executive Hotel	9AM – 4PM
Insurance to Value Symposium - NEW SPECIAL EVENT SEMINAR! -
Residential insurance to value (ITV) issues continue to be a challenge in the property insurance industry, causing frustration and great debate amongst brokers, insurers, claims adjusters, and valuation software providers. To address the issues and search for solutions, the IBABC has organized this special day of education for all IBABC members and other industry friends…
	Insurance to Value Symposium, Part 1 (a.m.) – The Right Value: The Challenge of Insuring to Value 3 Technical Credits Moderator: Ted Lewis, IBABC President
	Determining adequate insurance valuations for homes, buildings and other structural aspects of real property has become a challenge for the insurance industry. The accuracy of initial information, the complexity of valuation tools, escalating reconstruction costs and conflicting expert opinions all add up to frustration for brokers, insurers and consumers. Insurers typically provide guaranteed replacement cost (GRC) in homeowner policies, but under-valuation of properties and resultant premium inadequacies could threaten the consumer protection GRC provides. In this symposium, several insurance professionals will discuss insurance-to-value issues from the perspective of the broker, underwriter and software developer. Solutions will require everyone in the insurance supply chain to work together. Audience members will be able to ask questions and participate.
	Who Should Attend: All P&C insurance industry professionals involved in Personal Lines, including department managers and front-line staff.
	21 Feb 08	Vancouver	SFU Harbour Centre (Room 1900 - Lobby Level)	9AM – NOON
	Insurance to Value Symposium, Part 2 Option A (p.m.) – Advanced RCT Software Training 3 Technical Credits Peter Morris and/or Dave Tippett, MSB Room 1900 (Lobby Level), SFU Harbour Centre, Vancouver
	If you use the Marshall Swift & Boeckh (MSB) RCT EvaluRater software, be sure to attend this afternoon session to receive advanced training from an experienced MSB representative. Learn high level RCT software processes to ensure that your replacement cost calculations are consistent, accurate and reliable.
	Who Should Attend: All personal lines brokers who primarily use the RCT EvaluRater for determining residential building reconstruction values.
	21 Feb 08	Vancouver	SFU Harbour Centre (Room 1900 - Lobby Level)	1PM – 4PM
	Insurance to Value Symposium, Part 2 Option B (p.m.) – Advanced PowerHouse Software Training 3 Technical Credits Chris Lang, PowerSoft Room 7000 (7th Floor), SFU Harbour Centre, Vancouver
	If you use PowerSoft’s ‘PowerHouse’ software, be sure to attend this afternoon session to receive advanced training from an experienced PowerSoft representative. Learn high level PowerHouse software processes to ensure that your replacement cost calculations are consistent, accurate and reliable.
	Who Should Attend: All personal lines brokers who primarily use PowerHouse for determining residential building reconstruction values.
	21 Feb 08	Vancouver	SFU Harbour Centre (Room 7000 - 7th Floor)	1PM – 4PM
Personal Lines Boot Camp 6 Technical Credits Debra Fitzsimmons
If you are new to personal lines and are looking for a fast-paced overview of the coverages and policies you will be dealing with on a day-to-day basis plus the applications and questionnaires that are required to write them, this seminar is for you! During this full-day workshop, you will investigate and learn the intricacies of the Homeowners, Condos, Tenants, Rented Dwelling, Seasonal Dwelling, and Course of Construction policies. You will also review Mobile Homes, Vacation Trailers and Boat policies. In addition, this dynamic new seminar will assist you in uncovering the peculiarities of the CSIO, Mobile Home, Vacation Trailer, and Boat applications. You will take a detailed look at several questionnaires, including Wood heat, Vacancy, Rented Dwelling, and the Oil Tank questionnaire.
Who Should Attend: This is an entry level seminar that is more appropriate to new or relatively inexperienced Personal Lines brokers.
1 Apr 08		Burnaby	Executive Hotel	9AM – 4PM
29 May 08		Prince George	Civic Centre	9AM – 4PM
Personal Lines Coverage Gaps 6 Technical Credits Edith Strauss
This wonderful seminar will help you identify Personal Lines coverage gaps and exclusions which can create problems for your clients. Through an in-depth Personal Lines case study, involving a complete risk analysis of common and not-so-common exposures, you will apply the best options available to alleviate these problems via the effective use of endorsements and additional policies. Along the way, learn how to identify unique personal property and liability exposures while arriving at coverage solutions for items requiring special floaters and riders that may otherwise be overlooked.
Who Should Attend: All Personal Lines brokers.
15 Jul 08		Burnaby	Executive Hotel	9AM – 4PM
Pleasure Craft and Yacht Insurance 3 Technical Credits Beverley Carlson and/or John Zeiler
This popular half-day seminar will provide you with a detailed understanding of pleasure craft and yacht insurance issues. You will learn about the construction, operation, and repair of pleasure boats and the implications to marine insurance coverages.
Who Should Attend: Brokers at all levels handling personal lines and marine pleasure craft accounts.
5 Jun 08		Burnaby	Executive Hotel	1PM – 4PM
Residential Building Elements -NEW- 3 Technical Credits Co-Sponsored by the Economical Insurance Group Jo Anne Mitchell
Do you want to place business more successfully with less chance of declination by company underwriters? Would you like to improve your skills in providing informed risk management tips to homeowners? If so, plan to attend this new seminar where you will learn how to be more effective at screening risks and explaining company underwriting concerns to your Personal Lines clients. Learn from a broker’s perspective what you need to know about primary residential building components, including roofing, heating (plus 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 Mar 08		Victoria	Holiday Inn	9AM - NOON
The Truth about Residential Electrical Risks -NEW- 3 Technical Credits Brian Cook, PowerCheck Electrical Safety Services
There are approximately 150,000 homes in BC that still have “knob-and-tube” wiring and about 100,000 homes with aluminum wiring. The cost of replacing such wiring often exceeds $20,000 per home. Are “knob-and-tube” and aluminum wiring the correct indicators for high risk? Where are the true electrical risks? What needs to be done to reduce them? These questions and more will be answered for you in this highly informative seminar. You will learn about the various types of electrical wiring since the inception of electricity in homes, the risks associated with each type of wiring, concerns about the reliability and accuracy of inspections, plus modern solutions that significantly lower the potential for electricity-related losses. This seminar will include case studies and an open discussion to give you the opportunity to ask any questions you might have relevant to the topic.
Who Should Attend: All Personal Lines brokers and underwriters.
27 Nov 08		Burnaby	Executive Hotel	9AM - NOON
Using the RCT High Value Calculator -NEW- 3 Technical Credits Ann Buchanan
By attending this seminar, you will you gain a greater knowledge of high-value properties which will allow you to ensure adequate insurance to value and increased customer satisfaction. You will learn about the two methods of capturing data for high-value homes. The ‘Standard Entry’ targets the majority of high-value homes and is designed to generate estimates at the point of sale quickly and easily. The ‘Advanced Entry’ is designed for the most exclusive, mansion-grade homes and provides the greatest flexibility in capturing detailed data. In today’s marketplace, where many homes are now calculating above the $750,000 limit of the basic RCT EvaluRater, knowledge of this advanced feature is vital.
Who should attend: All brokers with a working knowledge of RCT EvaluRater.
28 Oct 08		Burnaby	Executive Hotel	9AM – NOON

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